Stefanie Crowe Named Director of Wealth Services
Chattanooga, Tennessee – July 18, 2013 – CapitalMark Bank & Trust has named Executive Vice President Stefanie D. Crowe as Director of Wealth Services. In this role, she will focus efforts on business development, wealth planning and investments.
Crowe was part of the original team that modeled and launched CapitalMark’s Wealth & Trust Group in 2008. Prior to joining the bank, Crowe spent thirteen years at Bank of America lastly serving as Senior Vice President and Private Client Manager.
Crowe obtained a Bachelor of Arts from the University of Notre Dame and a Masters of Business Administration from University of Tennessee at Chattanooga, with added focus on electives in Finance and Portfolio Management. She is a graduate from the Cannon Trust School and has held designations of the Certified Trust and Financial Advisor, Certified Cash Manager, Series 7 and 63 investment licensure, as well as licensure for Life, Health, and Annuity sales. Crowe is a graduate of Leadership Chattanooga and has served on numerous local boards to include the Southern Lit Alliance, Fortwood Center, Houston Museum, Partnership for Families, Children & Adults, Chattanooga Ballet, Women’s Fund, Young Women’s Leadership Academy Foundation, Chattanooga Women’s Leadership Institute and The United Way. Crowe is a member of Chattanooga’s Downtown Rotary and in 2009 she was honored as a Chattanooga Woman of Distinction, recognized by the American Lung Association for professional and philanthropic leadership.
Of her new position, Crowe states, “Along with working closely with clients to preserve and grow their wealth, I look forward to assisting with complex issues and decisions surrounding wealth planning, management and distribution.” R. Ryan Murphy, CapitalMark’s Business Unit Group Head added, “Stefanie remains an asset to CapitalMark, and in this role, will continue to build on our team’s momentum in creating thoughtful financial solutions to help clients achieve their goals.” Crowe will be joining industry veterans Al Secor and Phil Barnes in the Wealth & Trust Group, which surpassed $100 million in assets in 2012.
About CapitalMark Bank & Trust:
CapitalMark Bank & Trust is a full-service commercial bank with four private client offices throughout East Tennessee to include Chattanooga, Cleveland, Knoxville and Oak Ridge. CapitalMark’s Banker Teams serve the needs of privately owned businesses, their owners and managers, as well as professionals, executives and their families. Services offered include mortgage and trust and wealth management. For more information, please visit: capitalmark.com.