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.