Beau K. Williams, CFA

Head of Traditional Research, Shareholder

Beau K. Williams, CFA

Head of Traditional Research


23 Years Experience

Beau is Director of Research for Welch Hornsby, joining the firm in 1997. In addition to working with Institutional and select Wealth Clients; he handles all investment manager searches, due diligence, and performance analysis for traditional investments. Beau serves as a member of the Investment Committee and heads Welch Hornsby’s Research Committee. Beau received his BS in Accounting from Auburn University and his MBA from Auburn University at Montgomery.

Beau is a member of the CFA Society of Alabama and the CFA Institute, and he holds the Chartered Financial Analyst designation. Beau actively serves on the Investment Committee of the United Way of Central Alabama.

Beau, his wife, Adrienne, and their son are active members of the Lutheran Church of Vestavia.