Stefanie Crowe is CapitalMark's Director of Wealth Services. In this role, she helps clients build and maintain wealth for generations starting with identifying their goals – to include non-financial aspirations. 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, 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. 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.
Director of Wealth Services