Phoebe Venable, CFA®, joined the firm in 2010 and inspires all with her commitment to working with multi-generational client families and furthering client financial education. Our firm and our clients know her value, and the nation has caught on as well. In 2014, the Financial Times named Phoebe one of the Top 100 Women Financial Advisors in America.
In 1987, Phoebe began her career with SunTrust Bank in Chattanooga, Tennessee. After completing her MBA, Phoebe spent five years working for a private trust company in Central Florida, managing a large-cap value investment strategy. She managed portfolios for high-net-worth families and individuals, family foundations and charitable organizations. Phoebe also served on the Investment Committee and was responsible for the organization’s asset allocation process and trading.
Phoebe returned to SunTrust in 1998 as Portfolio Manager providing wealth management services to ultra-high net worth families in Central Florida. She was promoted in 2002 to Vice President and Private Client Advisor. In this role, Phoebe worked with the bank’s wealthiest clients to provide financial solutions for all aspects of their lives. In 2005, Phoebe moved to SunTrust Bank in Nashville as Managing Director of Private Wealth Management and was part of the bank’s local senior leadership team.
In 2009, Phoebe launched the Nashville location of GenSpring Family Offices, a multi-family office firm owned by SunTrust, where she worked as the investment advisor for client families in the Southeastern United States. She also served on the company’s national leadership team, conducting family member education programs across the United States.
At Murray State University in Kentucky, Phoebe first earned her Bachelor of Science degree in Mathematics, then graduated with an MBA in Finance & Economics. In addition to holding the designation 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 member of the Nashville Society of Financial Analysts.
In both 2013 and 2014, the Nashville Post placed Phoebe on their “In Charge” list of top banking and finance professionals. And in 2012, the Nashville Business Journal listed her as a finalist in the Women of Influence awards. Phoebe frequently speaks on financial topics such as women and wealth, next-generation education, behavioral finance and investing.
A columnist for The Tennessean, Phoebe writes a regular financial column on women, families and building wealth for the business section of the newspaper, and her column has also appeared on USAToday.com and in Louisville’s The Courier-Journal, The Des Moines Register, the St. Louis Post-Dispatch and The Atlanta Journal Constitution. You can follow her columns on our blog or on Twitter and LinkedIn.
You can reach Phoebe at email@example.com or by calling our office at 615.778.0740.