Phoebe Venable, CFA

Experience

• 

  The First National Bank of Mount Dora

  Jan 1993 - Jan 1998

  Vice President
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  SunTrust

  Jun 1998 - Dec 2008

  Group Vice President

  2005 - 2008, Managing Director of Private Wealth Management, Belle Meade high net worth group, Nashville, TN. 1998 - 2005, Investment Portfolio Manager, Private Client Services, Central Florida.

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  GenSpring Family Offices

  Jan 2009 - Mar 2011

  Family Investment Officer

  Family Investment Officer responsible for the introduction, implementation and managment of the investment process including investment policy formation, client asset allocation and portfolio management, investment manager selection and client portfolio performance reviews.Lead financial family member education programs as well as women's learning events across the country.

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  CapWealth

  Mar 2011 - now

  Founded in June 2000, CapWealth is an independent SEC-registered firm specializing in preserving and growing assets over our clients' lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas. We believe in giving our clients the most accurate, transparent, honest, and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1.2 billion in client assets under management, we are one of the nation's leading independent wealth managers. We've been recognized as Tennessee's #1 Financial Advisor by Barron's (2012, 2013, 2015, 2016, 2018, 2019, 2020) and Forbes (2018, 2020, 2021). As a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients. Show less

  • President & Chief Executive Officer

    Jan 2019 - now

  • President & Chief Operations Officer

    Mar 2011 - Dec 2018
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  The Tennessean

  Mar 2012 - now

  Columnist

  Author of weekly financial column "Aiming Higher" which focuses on wealth, women and families.