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1 Caleb Alexander, CPA®, Chief Financial Officer - CapWealth | Nashville Financial Advisor
Back to our team
Timothy R. Murphy, CFP®
Managing Director of Wealth Management
Caleb Alexander, CPA
Chief Financial Officer
Traci Olive, Executive Vice President and Director of Client Operations at CapWealth
Traci A. Olive
Executive Vice President and Director of Client Operations
Jennifer Pagliara, CFP®, CTFA, Executive Vice President and Financial Planner
Jennifer Pagliara, CFP®, CTFA
Executive Vice President and Financial Advisor
Hunter Yarbrough, CPA, CFP
Hunter Yarbrough, CPA, CFP®
Executive Vice President and Financial Advisor
Grant Stark, CFA®
Director of Research
Ryan J. Hitt
Executive Vice President and Chief Compliance Officer
Drew O'Connor, CFA®, CIPM
Portfolio Manager
Tim Pagliara
Founder, Chairman and Chief Investment Officer
Phoebe Venable, President and Chief Executive Officer at CapWealth
Phoebe Venable, CFA®
President and Chief Executive Officer

Caleb Alexander joined CapWealth in 2020 as the firm’s Chief Financial Officer (CFO). A Certified Public Accountant, he brings to the role an extensive background in wealth management, financial planning and analysis, investor relations, and real estate partnerships. Prior to joining CapWealth, Mr. Alexander was with LBMC, where he served as Tax Manager.

“CapWealth’s focus on the growth of the ‘next generation’ is one of the things that really attracted my attention,” he says. “There’s a definite focus on the long term – of investing in the future – both from the standpoint of managing our client’s wealth, and structuring our internal teams. It’s a true differentiator.”

His areas of focus include tax planning and compliance, investment and real estate partnerships, private foundations, and trusts. “My goal is to leverage my experience working with high net worth families and their related entities in helping CapWealth nurture our clients’ financial futures. By providing solid strategic planning and sound financial management, I look to ensure the continued success of both the firm and our clients.”

Caleb earned his Masters of Business Administration from Middle Tennessee University and his Bachelor of Business Administration from the University of Tennessee in Knoxville, where he completed a double major; Accounting and Supply Chain Management.

He and his wife live in Williamson County, where they enjoy making the most of the many outdoor activities available and feel a deep connection with the community. Despite his long tenure in Tennessee (which includes rooting for his alma mater’s Volunteers), he retains a special link to his Cincinnati, Ohio roots.

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