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Birmingham

2000 Southbridge Pkwy #500
Birmingham, AL 35209

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Phone: 205.949.6040

Mon - Thur, 8:00 am-5:00 pm
Fri, 8:00 am-4:00 pm

Institutional Retirement
Endowments & Foundations

Our Team

CAPTRUST’s Birmingham-based advisors provide investment advisory services to fiduciaries of corporate retirement plans and endowments and foundations of nonprofits.

Advisor

Phillip C. Anderson, AIF®

Principal,
Financial Advisor

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Advisor

Paul Owen, AIF®, APR®, MBA

Principal,
Financial Advisor

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Advisor

Beau K. Williams, CFA

Senior Financial Advisor,
Portfolio Management

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Birmingham, AL

2000 Southbridge Pkwy
#500
Birmingham, AL 35209
Phone 205.949.6040