The team that shapes Beatrice
Our team brings deep experience and thoughtful care to every client relationship. We collaborate closely across investment, planning, and execution so clients can make complex decisions with clarity and confidence.
Our Mission
A Symbol of Stewardship, Beatrice Advisors is an independent, woman- and minority-owned multi-family office with a simple mission: to provide high-quality financial services to a new generation of wealthy individuals and families.
Every person at Beatrice plays a role in delivering high-quality work. We take pride in serving our clients with excellence.
Meredith Bowen
President & Chief Investment Officer
Michael Hymes
Executive Vice President & Managing Director
Mervin Burton
Partner, Research
Peter Lupoff
Partner, Investments & Partnerships
Lauren Rich Fine
Partner, Investments & Business Development
Deidra Okeke
Family Office Manager
Gregory Desroches
Investment Associate
Shari Duncan
Senior Associate, Client Services
Max Remfort
Investment Operations & Technology Analyst
Vir Kothari
Investment Analyst