CapWealth Advisors welcomes Financial Advisor Chris Burger to its highly awarded ranks
Independent registered investment advisory firm CapWealth Advisors, based south of Nashville in Franklin, TN, has added public affairs and advocacy veteran Chris Burger to its roster of financial advisors, Tim Pagliara, CapWealth Advisors’ chairman and cheif executive officer, announced May 2. Burger is the first new advisor to join the top-ranked firm since 2014 and the first new hire since bringing on former Goldman Sachs vice president John Lueken as the firm’s chief investment strategist. Burger will develop new business and provide financial and wealth management advice to clients.
This year, Barron’s magazine named CapWealth Advisors one of the top two advisories in the state of Tennessee, following five consecutive years named the state’s number-one advisory.
Burger has been onboarding with CapWealth Advisors since February, and has been busy training, shadowing and studying the firm’s wealth-management strategies, operational policies and procedures, and customer service protocols. He’s well versed in CapWealth Advisors’ trademarked investment approach of Sophisticated Simplicity®, the art of thoroughly understanding a complicated global markets landscape and boiling it down to high-quality, straightforward investment ideas.
Prior to joining CapWealth Advisors, Burger served as vice president of Advocacy and public Affairs for Nashville-based Crisp Communications and, before that, as director with the DCI Group in Washington, D.C. In these roles, Burger led grassroots-management, coalition-building and strategic-communication efforts for both corporations and non-profits that faced legislative, regulatory and competitive challenges. Burger also has extensive political campaign and Congressional office experience, having worked for two presidential campaigns and two Congressional representatives, overseeing field offices, staff, events and communications.
Burger is a graduate of the University of Virginia, where he earned his B.A. in Economics and Government, and holds his Financial Industry Regularly Authority Series 65 securities license. He sits on the Business Advocacy Committee of the Williamson County Chamber of Commerce and on the committee of MLS2Nashville, a group of business, civic and sports leaders committed to bringing a Major League Soccer (MLS) team to Nashville. Additionally, Burger volunteers with UVA Club of Middle Tennessee and is a member of Midtown Fellowship (PCA) church.
About CapWealth Advisors
CapWealth Advisors is a fee-based investment advisory firm based in Franklin, TN, that provides wealth management services, including investment advice, personal financial planning and portfolio management to individuals, families, foundations and endowments. Founded in June 2000, CapWealth Advisors specializes in preserving, growing and distributing assets over our clients’ lifetimes. With over $1 billion in assets under management and advisement, we are one of the nation’s leading independent wealth managers. For more information, visit www.CapWealthAdvisors.com.