Beatrice in the News:
February 13, 2025
New York, NY February 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.
"As a modern, holistic family office, we recognize that wealth is not solely determined by investment returns but by comprehensive personal choices and a forward-looking strategy," said Christina Lewis, founder of Beatrice Advisors. "Lauren's exceptional track record in equity research and her passion for mentoring and civic engagement make her uniquely suited to help us deliver enduring value to our clients while advancing our mission of accessibility and excellence."
In her role, Lauren will co-lead business development alongside Peter Lupoff, focusing on client acquisition and engagement. She will also contribute to investment strategy as a member of the Investment Committee and oversee operational enhancements to support Beatrice’s growth.
Lauren brings a wealth of experience to her role at Beatrice. Prior to joining the firm, she was a senior client advisor and led business development and strategic planning at Gries Financial Partners. Before that, she spent nearly two decades at Merrill Lynch as a Managing Director in equity research. Lauren also has experience in executive search consulting with Howard & O’Brien, specializing in C-Suite and board placements.
"I am honored to join a firm that values both financial performance and the broader impact of wealth," said Fine. "Beatrice’s client-centric approach—focused on aligning financial strategies with personal goals—resonates deeply with me. I look forward to helping families achieve their aspirations through tailored solutions that reflect their values."
Lauren holds a B.A. from Tufts University and an M.B.A. from NYU’s Stern School of Business. She is actively involved in civic engagement and serves on the boards of several organizations, including the Cleveland Museum of Art, College Now Greater Cleveland, and University Hospitals’ Eastern Region Board. Additionally, she is a board member of Private Trust Company, a subsidiary of LPL Financial.
Based in both New York City and Cleveland, Lauren will play a key role in expanding Beatrice’s reach and deepening its relationships with clients across the country.
About Beatrice Advisors
Beatrice is a modern, inclusive, and innovative multi-family office (MFO), with a strategic focus on next-generation and under-advised wealth (entrepreneurs, women, diverse individuals and families, heirs). Beatrice provides integrated wealth management in a welcoming environment, helping clients and families prosper in line with their values for generations. To learn more about Beatrice, visit beatriceadvisors.com
Media Contact
FGS Global beatrice@fgsglobal.com
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
