Expertise brings distinction


The CapWealth Insights founders have been frequently honored for their accomplishments and success, and they are actively engaged in their industry and community.

Tim Pagliara, Founding Partner & CEO

Phoebe Venable, CFA®, Founding Partner

  • Top 100 Women Financial Advisors, The Financial Times: 2014
  • Weekly columnist for The Tennessean: her financial column on women, families and wealth appears every Saturday
  • Top 30 “Women of Influence” in Inspiration & Mentor Category, Nashville Business Journal: 2012
  • “In Charge” List of Top Banking and Finance Professionals, The Nashville Post: 2013 and 2014
  • Nashville Society of Financial Analysts, Board Member
  • Top 5% Performing Private Client Advisor, SunTrust Bank: 2002-2005
  • “Best of the Best” Award for Portfolio Management, SunTrust Bank: 1999-2001
  • Listed in National Directory of Who’s Who Among Women Professionals
  • CFA Institute “Certificate of Achievement” Award: 2005-2009
  • Vanderbilt’s Youth About Business, Mergers & Acquisitions Instructor: 2010