Chattanooga
423 756 7878

Cleveland
423 478 6540

Knoxville
865 329 3500

Oak Ridge
865 481 7800

Hours of Operation
Monday – Friday
8:30 am – 5:00 pm  

 

Stefanie Crowe

Stefanie Crowe
Stefanie Crowe is CapitalMark's Director of Wealth Services. In this role, she helps clients build, maintain and thoughtfully distribute wealth across generations. She was part of the team that modelled and launched CapitalMark’s Wealth & Trust Group in 2008. Prior to joining the bank, Ms. Crowe spent thirteen years with Bank of America lastly serving as Senior Vice President and Private Client Manager. In this capacity, she delivered advisory services to high net worth clients and their families to include trust, investment, banking and brokerage services. She obtained a B.A. from the University of Notre Dame and an MBA from The University of Tennessee at Chattanooga, focusing electives on finance and portfolio management. She is a graduate of Cannon Trust School and has held designations of Certified Trust and Financial Advisor, Certified Cash Manager, Series 7 and 63 investment licensure, as well as licensure for Life, Health, and Annuity sales. Ms. Crowe is a graduate of Leadership Chattanooga and has served on numerous local boards to include the Arts & Education Council, Fortwood Center (Past President), Houston Museum, Partnership for Families, Children & Adults, Chattanooga Ballet (Past President), Women’s Fund, Young Women’s Leadership Academy Foundation (Past Treasurer), The United Way of Greater Chattanooga and Chattanooga Women’s Leadership Institute, for which she is a frequent presenter on financial topics related to Women and Wealth, as well as Women and Strategic Planning/Finance.  Ms. Crowe serves as Chief Advisor and Co-Founder of The Jump Fund, an angel capital investment fund formed in 2013 for female angel capital investors to fund female-led growth-oriented start-ups.  In 2013, she was appointed by the Mayor to serve on an 18-member Task Force negotiating and recommending a solution to improve the Chattanooga Police/Fire Pension significant under-funding post-financial crisis.  She has presented to students in universities, community colleges, high school and grammar school on topics ranging from Community Service, Leadership, Money Management and Finance, Networking, Economics and Entrepreneurship.  Ms. 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.
 

Contact Stefanie:

Director of Wealth Services

(423) 756-7878

Email Stefanie

Download v-card

 

News

September 16, 2014

Home Depot Data Breach

September 15, 2014

CapitalMark's Advantage Forum Focuses on Small Business Owners

August 13, 2014

Local Bankers Move to CapitalMark