Beatrice Advisors

We're pleased to share the latest edition of 'Beatrice Buttress' our monthly series offering an analysis of the past month's macroeconomic events and their impact on the markets and client portfolios. Subscribe now?to receive 'Beatrice Buttress' directly in your inbox each month: https://lnkd.in/gxwjQFis

In celebration of Black History Month, we are proud to invite you to our?"Black Champions, GPs and Allocators"?event this?Friday, February 21, from 8 AM to 11 AM, which we are co-sponsoring alongside?Lupoff/Stevens Family Office LLC. The event will feature a Diverse Emerging Managing Panel (constructed in consultation with VC Include), an Allocator Forum, and a keynote speech by our founder Christina Lewis on "Remembering Reginald Lewis' Legacy." This event is co-organized by the Family Stewardship Council at Fordham Gabelli and the Responsible Business Center. Use the following link to register: https://lnkd.in/euC47XTb

We are excited to announce the appointment of Lauren Fine as Partner, Investments and Business Development! Lauren’s extensive experience in equity research, business development, and client advisory, coupled with her passion for mentoring and civic engagement, makes her a perfect fit for our mission of delivering customized financial solutions. 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 joins us from Gries Financial Partners where she was a senior client advisor and led business development and strategic planning. Before that, she spent nearly two decades at Merrill Lynch as a Managing Director in equity research.? Welcome to the team, Lauren! For more details, please read our full press release. https://lnkd.in/gwyU6Gg6

We're excited to introduce 'Beatrice Buttress', a monthly series offering an analysis of the past month's macroeconomic events and their impact on the markets and client portfolios. This series aims to act as a 'buttress'—a source of support and defense—for your understanding of market dynamics. Contact us to subscribe or to learn more about our services.

We are excited to announce the appointment of Peter Lupoff as Partner, Investments, Partnerships, and Mervin Burton, CFA as Partner, Research at Beatrice Advisors. Peter Lupoff brings over three decades of investment experience across all asset classes. As a strategic member of our Executive Management Team and Investment Committee, he will collaborate on organizational objectives and investment strategies, focusing on business development and client engagement. Mervin Burton leverages more than 20 years of experience as a senior portfolio manager. He'll be responsible for delivering active investment research, including asset allocation, manager selection, and risk management, working closely with our client advisory and investment management teams. Their extensive experience will significantly enhance our ability to provide tailored, high-quality wealth management services. Welcome to the team, Peter and Merv! For more details, please read our full press release. https://lnkd.in/gkgt9Bb6

Happy Holidays! The entire Beatrice team extends our warmest wishes to you and your loved ones this holiday season. We hope your holidays are filled with peace, joy, and cherished moments with family and friends.?

We are thrilled to share our 2024 Annual Report, showcasing our achievements at Beatrice Advisors and the dedication of our team. Looking ahead, we remain committed to empowering clients with innovative financial solutions tailored to their unique needs.?

We're #hiring a new Senior Associate Client Services in New York. Apply today or share this post with your network.

At Beatrice Advisors, we are redefining wealth management through our personalized and comprehensive approach. Crain Currency recently published an article detailing our innovative strategies and commitment to meeting the unique needs of ultra-high-net-worth families. Thank you, Kristen Oliveri, for the feature! Read the full article below. (Crain Currency account required.) #WealthManagement #BeatriceAdvisors https://lnkd.in/gfigk27u

We're #hiring a new Senior Associate Client Services in New York, New York. Apply today or share this post with your network.