3 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
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.
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