Phoebe Venable, CFA®, joined CapWealth in 2010. She has been in the financial services industry since her career began in in 1987 and has spent much of that time serving multi-generational, ultra-high net worth families. As President and Chief Executive Officer of CapWealth, Phoebe leads strategic planning initiatives across the entire organization, continuously evolving and improving the firm’s approach to attracting top talent, building robust infrastructure and delivering an unrivaled client experience.
Phoebe also has a passion for furthering financial education for client families. Her driving conviction is that clients deserve to truly and accurately understand the financial legacy that they will pass down to their children.
Phoebe came to CapWealth from the GenSpring Family Offices, a multi-family office firm owned by SunTrust Bank whose Nashville office Phoebe launched in 2009. Phoebe was the chief investment officer for GenSpring’s client families in the Southeastern United States but also oversaw the company’s national leadership team that conducted family member education programs across the United States. Prior to her work with GenSpring, Phoebe held various positions with SunTrust in both Nashville and central Florida, all roles in which she provided wealth management services to high-net-worth families, individuals, family foundations and charitable organizations.
Phoebe earned her Bachelor of Science degree in mathematics at Murray State University in Kentucky. She continued on at Murray State to earn her MBA in Finance and Economics. In addition to holding the designation of Chartered Financial Analyst® (CFA), she also holds certifications from both the National Graduate Trust School at Northwestern University and the Regional Trust School at Samford University. Phoebe is a board member of the Nashville Society of Financial Analysts. Phoebe is also a member of Women Can Be Angels (WCBA), a 501(c)3 organization made up of female angel investors who provide capital for business startups.
For more than six years, Phoebe has penned a regular column for The Tennessean newspaper focusing on building wealth and helping families handle the unique challenges of wealth. The Financial Times named Phoebe among the Top 100 Women Financial Advisors in America in 2014. In both 2013 and 2014, the Nashville Post named Phoebe to its“In Charge” list of top banking and finance professionals. In 2012, Phoebe was recognized by the Nashville Business Journal as a finalist for the Women of Influence awards.
Phoebe lives in Brentwood with her husband and son.
You can reach Phoebe at email@example.com or by calling our office at 615.778.0740.