Beatrice in the News:
October 17, 2024
Kristen Oliveri
Christina Lewis, an accomplished philanthropist and entrepreneur, has taken a bold step in wealth management with the launch of Beatrice Advisors, a new multi-family office. Built on her deep-rooted passion for empowering individuals to make a positive impact, Beatrice Advisors represents an extension of her family's legacy.
Jan 16, 2025
Modus
Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.
Jan 16, 2025
Beatrice Advisors ("Beatrice"), an independent, woman- and minority-owned multi-family office, today announced the appointment of two senior partners, Peter Lupoff and Mervin (“Merv”) Burton, as it expands its investment team and portfolio of high-quality services.
Sep 18, 2024
Forbes