Principal
Current
Sep 2021 - Present
Who is Barry Beal, Cpwa®? Overview
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Quick answer
Barry Beal, Cpwa® is listed as Principal at CAPTRUST, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Barry Beal, Cpwa®.
Barry Beal, Cpwa® previously worked as Partner & Managing Director at Covenant and Director of Sales and Wealth Management at True North Advisors. Barry Beal, Cpwa® holds Bba, Finance/Accounting from Baylor University.
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CAPTRUST
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Profile bio
About Barry Beal, Cpwa®
I joined CAPTRUST through the sale of my firm, Covenant, in September of 2021 and I am excited to be a part of this dynamic organization. I have over 30 years of insight and experience working directly with wealthy families and as a senior executive at top financial institutions across the country.Covenant Multifamily Offices was a multidisciplinary financial advisory firm where I was partner and managing director leading our executive team and all operational aspects of Covenant, ranging from the acquisitions of firms and talented individuals to the implementation of new technology and reporting capabilities.Prior to joining Covenant, I held leadership positions at two wealth management practices in Dallas—director of sales and wealth management at True North Advisors and senior vice president at Frost Bank. Previous to Frost Bank, I provided strategic leadership as executive vice president of BOK Financial overseeing $37 billion in assets under management. I began my career with JPMorgan Chase, formally Bank One, where I ascended to the executive leadership team of the Private Client Services division leading the Midwest Region and National Sales efforts.
Current workplace
Barry Beal, Cpwa®'s current company
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Captrust
Website
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6 roles
Barry Beal, Cpwa® work experience
A career timeline built from the work history available for this profile.
Partner & Managing Director
Covenant
In his role as partner and managing director, Barry shepherds the leadership team and all operational aspects of Covenant ranging from the acquisition of firms and talented individuals to the implementation of new technology and reporting capabilities. An integrator and builder by nature, Barry brings to Covenant over 30 years of insight and experience working directly with wealthy families and as a senior executive at top financial institutions across the country.Covenant Multifamily Offices, LLC was founded, built and structured expressly around understanding and meeting wealthy families’ complex financial needs. We help our clients maximize the potential of their human, intellectual, and financial capital by providing highly personalized counsel and an integrated suite of wealth management services tailored to high net worth families. We guide each family through a goals-directed planning process designed to ensure that families benefit from all that their wealth allows—in lifestyle maintenance, legacy planning, and philanthropy.
Apr 2012 - Sep 2021
Director Of Sales And Wealth Management
I was responsible for the firm’s growth, execution and delivery of Wealth Management and Advisory services.
Apr 2010 - Apr 2012
Senior Vice President, Wealth Management Services
Primary responsibility was to expand Frost's boutique Wealth Management business into North Texas and Houston.
Oct 2008 - Feb 2010
Executive Vice President, Wealth Management Division
Provided strategic leadership for the company's wealth management business comprised of multiple business lines with over $37 billion in assets under management.
Nov 2006 - Jun 2008
Regional Sales Director, Private Client Services
Provided national sales leadership and management oversight for the Midwest region of JP Morgan's Private Client Services business.
Jun 1989 - Oct 2006
Team & coworkers
Colleagues at CAPTRUST
Other employees you can reach at captrustadvisors.com. View company contacts →
ES
Erin Spivak
Colleague at CaptrustSan Francisco Bay Area, United States
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AR
Abigail Russell
Colleague at CaptrustRaleigh, North Carolina, United States
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KB
Kristi Bieber Gibbs
Colleague at CaptrustGreater Chicago Area, United States
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RO
Reanna O'Neill
Colleague at CaptrustGreater Minneapolis-St. Paul Area, United States
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JM
Jared Milhoan, Cfp®
Colleague at CaptrustPeoria Metropolitan Area, United States
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MP
Marie Pasquale, Cfa
Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States
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GG
Ginger Glenn, Iaccp®
Colleague at CaptrustMontgomery, Alabama, United States
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AC
Andrew Carroll, Nqpc™
Colleague at CaptrustRaleigh, North Carolina, United States
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RL
Ryan Lee
Colleague at CaptrustDayton, Ohio, United States
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PJ
Philly Jones
Colleague at CaptrustFranklin, Tennessee, United States
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Erin Spivak
Colleague at CaptrustSan Francisco Bay Area, United States
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AR
Abigail Russell
Colleague at CaptrustRaleigh, North Carolina, United States
View →
KB
Kristi Bieber Gibbs
Colleague at CaptrustGreater Chicago Area, United States
View →
RO
Reanna O'Neill
Colleague at CaptrustGreater Minneapolis-St. Paul Area, United States
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JM
Jared Milhoan, Cfp®
Colleague at CaptrustPeoria Metropolitan Area, United States
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MP
Marie Pasquale, Cfa
Colleague at CaptrustRaleigh-Durham-Chapel Hill Area, United States
View →
GG
Ginger Glenn, Iaccp®
Colleague at CaptrustMontgomery, Alabama, United States
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AC
Andrew Carroll, Nqpc™
Colleague at CaptrustRaleigh, North Carolina, United States
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RL
Ryan Lee
Colleague at CaptrustDayton, Ohio, United States
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PJ
Philly Jones
Colleague at CaptrustFranklin, Tennessee, United States
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1 education record
Barry Beal, Cpwa® education
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Baylor University
FAQ
Frequently asked questions about Barry Beal, Cpwa®
Quick answers generated from the profile data available on this page.
What company does Barry Beal, Cpwa® work for?
Barry Beal, Cpwa® works for CAPTRUST.
What is Barry Beal, Cpwa®'s role at CAPTRUST?
Barry Beal, Cpwa® is listed as Principal at CAPTRUST.
Where is Barry Beal, Cpwa® based?
Barry Beal, Cpwa® is based in Dallas, Texas, United States while working with CAPTRUST.
What companies has Barry Beal, Cpwa® worked for?
Barry Beal, Cpwa® has worked for Captrust, Covenant, True North Advisors, Frost Bank, and Bok Financial.
Who are Barry Beal, Cpwa®'s colleagues at CAPTRUST?
Barry Beal, Cpwa®'s colleagues at CAPTRUST include Erin Spivak, Abigail Russell, Kristi Bieber Gibbs, Reanna O'Neill, and Jared Milhoan, Cfp®.
How can I contact Barry Beal, Cpwa®?
You can use AeroLeads to view verified contact signals for Barry Beal, Cpwa® at CAPTRUST, including work email, phone, and LinkedIn data when available.
What schools did Barry Beal, Cpwa® attend?
Barry Beal, Cpwa® holds Bba, Finance/Accounting from Baylor University.
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