Capital Crest Highlights Women in Wealth Management

The traditionally male-dominated wealth management industry is undergoing a profound shift, and Capital Crest Private Wealth is at the forefront. In a June 2025 feature by Investment News, Managing Director Elaine Harper unveils the firm's groundbreaking initiative to empower women leaders within financial advisory roles—and the remarkable benefits this diversity brings to clients.

Fostering Leadership and Growth

“Diverse perspectives lead to better decision-making,” Harper explains. “By intentionally recruiting and mentoring talented women advisors, we’re building a team that understands the nuanced needs of all clients.” Capital Crest's program includes:

• Executive Mentorship Circles: Pairing emerging female advisors with senior partners for career development.
• Leadership Workshops: Quarterly sessions focused on negotiation, client acquisition, and public speaking.
• Flexible Work Models: Supporting work-life integration through remote options and parental leave enhancements.

Impact on Client Experience

Clients have responded positively to the enhanced team diversity. Preliminary metrics at Capital Crest reveal:

1. 25% Increase in Client Satisfaction: Measured through post-meeting surveys.
2. 30% Growth in Referrals: Driven primarily by female-led events and community outreach.
3. Higher Retention Rates: Female advisors maintain an average retention of 97% compared to the office average of 93%.

Looking Ahead

Harper sums up the vision: “Our goal is not only to reflect the diversity of the clients we serve but to exceed their expectations through genuine understanding and tailored solutions. This initiative is just the beginning.”

Read the full feature on Investment News