Christina Lewis’s Beatrice Advisors Lures Two Institutional Allocators
January 16, 2025
Michael Thrasher
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.
Beatrice Advisors: A multi-family office redefining wealth
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.
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