Barry Beal, Cpwa® Email & Phone Number

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.

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  Baylor University

  Finance/Accounting