Barry Beal

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Finance

Consumer Services

Profil

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.

Anciens postes connus de Barry Beal

Sociétés	Poste	Fin
True North Advisors LLC True North Advisors LLC Investment ManagersFinance True North invests with managers that are primarily driven by fundamental, bottom-up security analysis. The firm believes in investing across public and private markets and focuses on delivering long-term capital growth and preservation in a tax-efficient and attractive risk-adjusted manner. Their value-oriented approach allows them to be opportunistic when valuations are cheap, and defensive when they are expensive. They use a functional asset class framework to build portfolios that categorize investments by their objective.	Sales & Marketing	31/03/2012
Frost Bank (San Antonio, Texas) Frost Bank (San Antonio, Texas) Regional BanksFinance Provides banking services	Corporate Officer/Principal	28/02/2010
BOK FINANCIAL CORPORATION	Corporate Officer/Principal	30/06/2008
Bank One Bank One Regional BanksFinance State chartered commercial bank	Corporate Officer/Principal	-

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Entreprise privées	5
BOK Financial Corp. BOK Financial Corp. Major BanksFinance Operates as a bank holding company which provides commercial banking services	Finance
Frost Bank (San Antonio, Texas) Frost Bank (San Antonio, Texas) Regional BanksFinance Provides banking services	Finance
Baylor University Baylor University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Bank One Bank One Regional BanksFinance State chartered commercial bank	Finance
True North Advisors LLC True North Advisors LLC Investment ManagersFinance True North invests with managers that are primarily driven by fundamental, bottom-up security analysis. The firm believes in investing across public and private markets and focuses on delivering long-term capital growth and preservation in a tax-efficient and attractive risk-adjusted manner. Their value-oriented approach allows them to be opportunistic when valuations are cheap, and defensive when they are expensive. They use a functional asset class framework to build portfolios that categorize investments by their objective.	Finance