Profiel
Mr. Barron D.
Beal is Partner, Managing Director & Wealth Strategist at Covenant Multifamily Offices LLC.
He leads the firm’s expansion into North Texas and is responsible for overseeing the integration of multiple key initiatives — from the acquisition of firms and talented individuals to the implementation of new reporting systems that will provide industry leading analysis and transparency.
An integrator and builder by nature, he brings to Covenant over 23 years of insight and experience working directly with wealthy families and as a senior executive at top financial institutions across the country.
Prior to joining Covenant, Mr. Beal served in 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, he provided strategic leadership as the executive vice president of BOK Financial’s $37 billion wealth management division.
During his tenure at BOK Financial, he served as a board member of the securities firm BOSC, Inc., chairman of Cavanal Hill Investment Management, and president and CEO of the American Performance Funds.
He began his career with Bank One (now JPMorgan Chase) in 1989.
He has over 23 years of insight and experience working directly with wealthy families and as a senior executive at top financial institutions across the country.
Mr. Beal holds a Bachelor of Business Administration in Accounting and Finance from Baylor University.
Eerdere bekende functies van Barry Beal
Bedrijven | Functie | Einde |
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True North Advisors LLC
True North Advisors LLC Investment ManagersFinance True North Advisors LLC (True North) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Scott A. Wood and Mark H. Gehlbach in 2000. True North offers focused wealth and investment solutions to high-net-worth families, entrepreneurs, and institutions across the country. | Sales & Marketing | 31-03-2012 |
Frost Bank (San Antonio, Texas)
Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Corporate Officer/Principal | 28-02-2010 |
BOK FINANCIAL CORPORATION | Corporate Officer/Principal | 30-06-2008 |
Bank One | Corporate Officer/Principal | - |
Opleiding van Barry Beal
Baylor University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Beursgenoteerde bedrijven | 1 |
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BOK FINANCIAL CORPORATION | Finance |
Bedrijven in privébezit | 3 |
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Frost Bank (San Antonio, Texas)
Frost Bank (San Antonio, Texas) Regional BanksFinance Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX. | Finance |
Bank One | Finance |
True North Advisors LLC
True North Advisors LLC Investment ManagersFinance True North Advisors LLC (True North) is a SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was co-founded by Scott A. Wood and Mark H. Gehlbach in 2000. True North offers focused wealth and investment solutions to high-net-worth families, entrepreneurs, and institutions across the country. | Finance |