Lauren serves as a Partner at Beatrice Advisors, focusing on Investments and Business Development. She brings decades of experience to her role, with a career spanning leadership roles in equity research, wealth management, and executive search. At Beatrice, Lauren plays a pivotal role in expanding the firm’s reach and enhancing its investment strategies. She co-leads the business development process with Peter Lupoff, focusing on generating new leads and expanding Beatrice’s client base. Lauren also spearheads various projects and contributes to the design of processes related to the management and operations of the business, leveraging her extensive proficiency in finance and strategic planning. Furthermore, she provides valuable support on the investment side as a member of the Investment Committee, drawing from her deep skill in equity research and investment management.
Before joining Beatrice, Lauren worked at Gries Financial Partners, where she contributed to business development and strategic planning while advising clients on their investment portfolios. Previously, she spent nearly 20 years at Merrill Lynch as a Managing Director in equity research. During her tenure, she earned the top spot in her coverage universe on the Institutional Investor All-American Research Team for 11 consecutive years. Lauren later transitioned to executive search consulting with Howard & O’Brien, specializing in C-Suite and board placements.
Lauren holds a BA from Tufts University and an MBA from NYU’s Stern School of Business. Passionate about civic engagement, she serves on the boards of several organizations, including the Cleveland Museum of Art, College Now, and University Hospitals’ Eastern Region Board. She is on the Board of Private Trust Company, a wholly owned subsidiary of LPL Financial. She is also active in supporting Cleveland’s startup ecosystem and mentoring young entrepreneurs.
A longtime advocate for the arts and community development, Lauren splits her time between New York and Cleveland.
