Beatrice Advisors launches to serve millennial and Gen Z investors from diverse backgrounds

Beatrice Advisors Welcomes Lauren Rich Fine, CFA as Partner, Investments and Business Development

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.

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Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators

Mervin Burton, formerly of Carnegie Corporation, and Peter Lupoff, who worked at Third Avenue Management and Millennium, recently joined the new multifamily office.

Beatrice Advisors Bolsters Investment Team with Appointment of Two Senior Partners

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.