
Beatrice in the News:
June 13, 2024
Sharelle Burt
The daughter of famous Black financier Reginald Lewis followed in her father’s footsteps by opening Beatrice Advisors to help families like hers.
Feb 13, 2025
Beatrice Advisors ("Beatrice”) an independent, woman- and minority-owned multi-family office, today announced the appointment of Lauren Rich Fine, CFA as Partner, Investments and Business Development. This strategic addition reinforces Beatrice's dedication to providing customized financial solutions and expanding its suite of high-quality services.
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.