Edward V. Welch, Jr.

Edward V. Welch, Jr.

Managing Principal,
Head of Wealth Management

Financial Advisors

Edward Welch is the head of wealth management and a managing principal based in Montgomery, AL.

Eddie joined CAPTRUST in 2020 from Welch Hornsby—an independent, fee-only investment advisory firm he co-founded in 1988. He served as the firm’s chairman, chief executive officer. For over 30 years Eddie was instrumental in creating and fostering a firm that was committed to building and preserving the wealth of individuals, families, and institutions.

In his role as managing principal for CAPTRUST, he provides leadership and assistance to financial advisors serving high-net-worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional entities.

Eddie earned his Bachelor of Science degree in finance from the University of Alabama. He and his wife, Kathy, have two adult children. He is an active community member, serving on numerous organization boards.

Education

  • Bachelor of Science degree in finance from the University of Alabama

Industry Involvement

  • Board Chairman, Valiant Cross Academy
  • Board Chairman, BCS Endowment for Women and Children Inc.
  • Board of Directors, Gift of Life Foundation
  • Board Member, Family Sunshine Center Foundation
  • Board of Trustees, Faulkner University

News & Resources

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