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Beau K. Williams, CFA

Beau K. Williams, CFA

Senior Financial Advisor,
Portfolio Management

  • Montgomery, AL
  • Unbroken | Tombstone
  • Dietrich Bonhoeffer, C.S. Lewis, and George Washington
  • Whether you think you can, or you think you can't - you're right
  • Honesty, passion, and gratitude

Senior Financial Advisor/Portfolio Management

Beau is a principal, financial advisor/portfolio management, based out of our Birmingham, Alabama, office.

Beau joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where he served as director of research for more than 22 years. In his role as Senior Financial Advisor/Portfolio Management for CAPTRUST, Beau will be focusing on endowment and foundation clients in Alabama and throughout the southeast.  In addition, he continues to support many of the legacy (Welch Hornsby) Retirement Plan clients as a source for investment strategy and manager due diligence.

Beau earned his Bachelor of Science degree in accounting from Auburn University and a Master of Business Administration degree in finance from Auburn University at Montgomery. He is a Chartered Financial Analyst (CFA) and has been in the industry since 1997.

Education

  • Bachelor of Science degree in accounting from Auburn University
  • Master of Business Administration degree in finance from Auburn University at Montgomery

Industry Designations

  • Chartered Financial Analyst®

Industry Involvement

  • Member—Welch Hornsby Investment Committee
  • Member—Welch Hornsby Research Committee
  • Member—CFA Society of Alabama
  • Member—CFA Institute
  • Member—Investment Committee, United Way of Central Alabama
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