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Beau K. Williams, CFA

Beau K. Williams, CFA

Principal,
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

Portfolio Management

Beau is a principal, 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 principal, portfolio management for CAPTRUST, he handles all investment manager searches, due diligence, and performance analysis for traditional investments.

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.

Beau, his wife, Adrienne, and their son are active members of The Lutheran Church of Vestavia Hills in Vestavia Hills, Alabama.

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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Birmingham, AL - SouthBridge

2000 Southbridge Parkway
Suite 500
Birmingham, AL 35209
Phone 205.949.6040 205.917.5399