A Family Office Built to Secure Your Prosperity, Impact, and Legacy

Christina Lewis is an entrepreneur, investor, philanthropist, ecosystem-builder, and writer who is passionate about using creativity and perseverance to empower people to live their best lives and be a positive force in the world. She is the Founder of Beatrice Advisors, as well as BFO21, her single family office, and Vice Chair of the Reginald F. Lewis Foundation. Christina is also the Executive Producer of "Why Should White Guys Have All the Fun?" (WSWG), a feature film based on the life of her father, Reginald F. Lewis.

Previously, Christina was Founder and Acting CEO of Giving Gap (formerly Give Blck) a nonprofit database of Black-Founded charities which she conceptualized in June 2020 and shepherded to becoming a nationally-recognized platform that has channeled millions of dollars to Black causes and receiving major grants from Microsoft, Ford Foundation, Gates Foundation and Goldman Sachs.

Christina’s work has been featured by the Obama Whitehouse, Inc., The New York Times, Wall Street Journal, PBS, and Fortune.

Christina graduated from Harvard College with an A.B. in French and American History & Literature. She currently  lives in New York City with her husband and three wonderful children.

Meredith is the President and Chief Investment Officer (CIO) of Beatrice Advisors. She also serves on Beatrice's Executive Management Committee. Prior to Beatrice, Meredith was a Partner at Seven Bridges Advisors, a New York-based private investment firm. As a founding member of the firm and the investment team, Meredith advised and managed portfolios, analyzed public and private investment strategies, implemented complex financial structures, and delivered sophisticated technology solutions to families of significant wealth.

Before joining Seven Bridges, Meredith worked in London for the Man Group, where she was part of the hedge fund risk management organization. Leveraging her technology background, she structured risk management solutions for sizable fund-of-funds, pension funds, and endowments globally. Meredith began her career in technology consulting, developing solutions for various investment banks and alternative investment firms.

Meredith was the recipient of the 2007 Women’s Bond Club Rising Star of New York award, which is given to women early in their investment careers who demonstrate leadership qualities and are expected to become future industry leaders. She serves as an advisor to families and non-profit investment committees and holds a B.A. in Psychology from Brown University.

Part of Beatrice's Executive Management Committee, Michael is a wealth management leader who has worked as a wealth advisor with ultra-high net worth and high net worth individuals and families across the country.

Michael started his wealth management career as an advisor at Plante Moran Financial Advisors outside of Detroit, Michigan, one of the  nation’s largest independent, registered investment advisors. Here, he spent time working with business owners and other ultra-high net worth  individuals diving deep into planning surrounding trusts and wealth transfer strategies, an area where Michael has a particular interest and expertise. He then moved to New York City and joined the registered investment advisor Shufro Rose & Co. as Vice President  & Financial Advisor working closely with high net worth individuals. In this role, he led the financial planning offering and quarterbacked the process with clients’ outside professionals including estate attorneys, tax advisors and insurance professionals.

Michael holds a BBA from The Stephen M. Ross School of Business at the University of Michigan. He is a Certified Financial Planner™ professional (CFP®), and Certified Private Wealth Advisor® professional (CPWA®). He also serves as a Board Member of the Estate Planning Council of New York City.

Michael lives in Manhattan with his wife Patricia and their toy poodle Ross.

Deidra brings over 30+ years of experience in corporate finance, family offices, and management to Beatrice Advisors, including working personally alongside Reginald F. Lewis. Deidra began her career at investment bank J.P. Morgan in the European Corporate Banking Department, before becoming Mr. Lewis’ personal assistant and executive secretary in 1987. Deidra was at Mr. Lewis’ side supporting him throughout his historic, billion-dollar acquisition of Beatrice International Foods and the success that followed. Deidra also helped Mr. Lewis form The Reginald F. Lewis Foundation, which has granted over $30 million to children’s education and community improvement causes.

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