CapWealth Senior Advisor Jennifer Pagliara Selected to Nashville’s Young Leaders Council

We’re pleased to announce that Senior Advisor Jennifer Pagliara has been accepted into the Young Leaders Council (YLC)/Massey Graduate School Alumni Class 2017, an organization committed to broadening and strengthening Nashville’s volunteer leadership base!

Founded in 1985 by the Council of Community Services in conjunction with the Frist Foundation (formerly the HCA Foundation) and the United Way, the YLC selects participants between 25 and 40 years of age from a broad range of corporate, civic and volunteer backgrounds. They may be nominated by YLC alumni, their group’s management or may be self-nominated with management’s recommendation.

“I am so excited to begin the YLC training program,” says Jennifer. “As my career has progressed, as I’ve worked with our clients’ children and high school girls to better understand finance and frankly as I’ve watched my dad’s philanthropic commitment, my own passion for giving back to our community has grown continually sharper. I want to do more to support Nashville and its people. YLC will provide training and insight to help me discover where and how I might best do that.”

The YLC consists of a eleven-session training program, addressing fundamental board skills. These interactive sessions reflect on such leadership indicators as collaboration, diversity and the role of catalyst deemed crucial for today’s nonprofit leadership roles. The training is followed by a year internship with a community agency. At this time, the YLC participant serves as a non-voting member of a working board.

Jennifer Pagliara, Senior Advisor, has served on our client advisory team since 2014. She works closely with President and CEO Phoebe Venable and Senior Advisor Traci Olive to help ensure that our clients have the best experience with us as possible. Jennifer spearheads our efforts to reach the Millennial market and serves as personal advisor to our growing number of Millennial clients. While pursuing her Bachelor of Science degree in Business Administration from Birmingham-Southern College, Jennifer interned with the firm in the summer. Upon graduating in 2010, Jennifer joined the firm full-time, working in both compliance and client services.

In 2014, Jennifer completed her MBA degree at Belmont University with a concentration in Finance. While there, she was a member of Beta Gamma Sigma (the top 10% of her class). In her program’s culminating course, each year students participate in a business-simulation competition. The same product is assigned to all teams, and each as a competing company must plan research and development, production, pricing, marketing, employee benefits—everything that real-world companies must wrestle with. Ultimately, after being pitted against three other student teams as well as three computer-model teams, Jennifer’s team won, scoring higher than any team in Belmont University history.

Along with Phoebe Venable, Jennifer hosts “Money Camp” for our clients’ children and grandchildren, teaching them the fundamentals of saving, spending, giving and investing. She has recently begun to give “guest speaker” presentations to local businesses and organizations about finance, speaking specifically to certain topics like 401(k)s, college savings and the stock market. For the past two years, she’s served as a mentor and teacher for Rock the Street, Wall Street, a national organization dedicated to inculcating a passion and a vocation for finance in high school girls.

Jennifer holds FINRA licenses including the Series 7, 63 and 65, and is a member of the National Association of Professional Women, a national membership organization representing professional women of outstanding leadership and accomplishment.

She grew up in Franklin, Tennessee, and today resides in Nashville. She loves animals, particularly her dog Luna, she reads a about novel a week on average, and she enjoys yoga and the area’s great hiking trails. In 2016, she summitted Tanzania’s Mount Kilimanjaro, the highest peak in Africa.

A proud member of the Millennial Generation, Jennifer writes a bi-weekly financial column for The Tennessean that speaks to her peers and anyone else that wants to get ahead financially.  You can follow her columns on our blog or at Twitter and LinkedIn.