Barbara Best

Founder

Barbara Best

Barbara Best is a Managing Director at SageView Advisory Group, and Founder of the CAP STRAT Women's Forum

Meet Barbara

Barbara cultivates awareness and business opportunities across all business lines for the firm. She also co-leads a Women’s Forum, a community of empowered women working together to achieve personal, professional, and financial success.

Before joining SageView in 2025, Barbara was a Principal and founder of CAP STRAT.

Barbara is recognized as one of Chicago’s Most Influential Women by the Chicago Business Journal, Rotary International Woman of the Year, and Amity School Children’s Aid Outstanding Citizen for her broad personal and professional support of others, her community service and leadership. In addition to her past leadership roles chairing and serving on non-profit boards, Barbara is currently on the board and Secretary of Housing Forward, on the board of Chicago Finance Exchange, and the Chicago advisory board of CareerSpring, and is an active member of the International Women’s Forum and Women Leaders in Philanthropy.

Barbara graduated Magna Cum Laude with a bachelor’s in economics from Boston College and studied at both the London School of Economics and the Faculte des Lettres in France. She has also received a Business Certificate in Finance from the Professional Program of New York University, and earned the PLANSPONSOR Retirement Professional (PRP) and Accredited Investment Fiduciary (AIF) designations.

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Meet Barbara

The Latest

Featuring Barbara

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The Value of Creating a Portfolio Life

A special thank you to our esteemed panelists, Gale Wilkinson, Lori Igleski and Kate Bensen for sharing their career paths…

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A special thank you to our guest speaker, Kelly Tolliday, global citizen and travel advisor, for leading us in our…

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NOVEMBER 12 | Set Yourself Up for a Strong Financial Finish in 2025

Year-end isn’t just about wrapping things up – it’s about laying the groundwork for the year ahead. And while time…

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Having and Being Enough

We are pleased to share our recap and recording from our Women’s Forum program: Having and Being Enough. We are…

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Impactful Living: Turning Purpose Into Action

We are pleased to share the recap from our May Women’s Forum virtual program: Impactful Living: Turning Purpose into Action.…

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The Power of a Spiritual Practice

We are pleased to share the recap from our virtual Women’s Forum program: THE POWER OF A SPIRTUAL PRACTICE. We’re…

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Breathe Better, Sleep Better: The Key to Longevity and Inner Harmony

We are pleased to share the recap from our February Women’s Forum virtual program: BREATHE BETTER, SLEEP BETTER: THE KEY…

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Strategies for Financial Success in 2025 and Beyond

We are pleased to share the recap from our January Women’s Forum virtual program. We’re grateful to our colleagues, Mike…

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Year-end Financial Strategies

We’re grateful to our private wealth colleagues Neil Davies, CPWA®, Molly Powers, CFP®, and Carrie Walters Shapiro, CFP®, for leading…

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Beyond the Myths: Energy Now and Health Later

We are pleased to share the recap from our June Women’s Forum virtual program, BEYOND THE MYTHS: ENERGY NOW AND…

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Say It Shorter Say It Better: Communicating With Impact

We’re grateful to our expert speakers, Claire Fry and Janine MacLachlan, for sharing their wisdom and empowering us with specific…

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The Recharge | A Champion Negotiator for Women

She is a pioneer and champion for women in the legal profession. She is consistently recognized as a top business…