Capital Crest Highlights Women in Wealth Management
Investment News – June 2025
Managing Director Elaine Harper shares insights on empowering women leaders in finance and fostering diversity in client advisory roles.
8:00 - 9:00
Mon - Fri
At Capital Crest Private Wealth, our commitment to integrity and impact has earned us recognition across leading financial publications and institutions. Explore the honors and headlines that mark our journey.
Forbes Top Financial Advisors
2021, 2022, 2023
Barron’s Top Advisory Firms
2020, 2021
Ethics & Transparency Honor
CFA Institute, 2022
Best Wealth Planning Firm
Wealth Management Awards, 2023
Investment News – June 2025
Managing Director Elaine Harper shares insights on empowering women leaders in finance and fostering diversity in client advisory roles.
Bloomberg Wealth – March 2023
CEO Marjorie White discusses building multigenerational trust, adapting to economic uncertainty, and leveraging technology in wealth planning.
Reuters – January 2025
Capital Crest introduces an ESG-integrated platform to support values-driven investing, catering to socially conscious clients and foundations.
Forbes – July 2022
Our firm was honored for its personalized service, exceptional client retention, and strong fiduciary practices.
Financial Times – October 2021
Capital Crest’s strategic leadership during market downturns and the global pandemic earned acclaim in this feature article.
For press-related inquiries or to access our media kit, please contact our PR team or download the resources below.
Download Media KitOur advisors and strategists are available for speaking opportunities, guest articles, and expert commentary.
Contact Us