New York MFO looking at US lower mid-market PE, VC

Modus

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.

Crain Currency

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.