Expertise brings distinction

Recognition

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