#United States #New York #Beatrice Advisors #Peter Lupoff #Mervin Burton

Beatrice Advisors Strengthens Its Investment Team

Beatrice Advisors, an independent and innovative multi-family office known for its commitment to inclusivity and diversity, recently announced the addition of two senior partners to its investment team: Peter Lupoff and Mervin Burton. This strategic move aims to enhance the firm's capabilities and provide superior investment solutions to clients.

A Welcoming Growth Phase

Founded by Christina Lewis, Beatrice Advisors focuses on serving next-generation wealth and under-advised families, including diverse individuals, entrepreneurs, and heirs. With a robust commitment to modernizing wealth management, Beatrice Advisors is keen to expand its portfolio of services and provide individualized support to its clients.

Christina Lewis, the founder of Beatrice Advisors, expressed her enthusiasm about the new appointments, stating, "We are thrilled to welcome Peter and Merv to the Beatrice team at a pivotal time as we accelerate our growth and offerings." She added that their extensive experience would significantly enhance their capabilities in providing tailored and high-quality wealth management services.

Meet the New Partners

Peter Lupoff

Peter Lupoff joins Beatrice Advisors as Partner, specializing in Investments and Partnerships. With over 30 years of investment experience across various asset classes, Lupoff's expertise will be pivotal in shaping Beatrice's investment strategies. As a strategic member of the firm's Executive Management Team and Investment Committee, he will work closely with Christina Lewis on organizational objectives.

Prior to his role at Beatrice, Lupoff founded and managed the Lupoff/Stevens Family Office, focusing on investment, impact, and grant-making. His rich background also includes significant roles at Third Avenue Funds and Millennium Management, leading to the establishment of his own investment management firm, Tiburon Capital Management.

With a passion for values-based investment, Lupoff brings a wealth of knowledge from his teaching experience at prestigious institutions, further solidifying Beatrice's commitment to integrating values in their investment strategies.

Mervin Burton

Joining Lupoff is Mervin Burton, who takes on the role of Partner, Research. With over two decades of experience in portfolio management across different institutions, Burton is well-equipped to deliver comprehensive investment research, including asset allocation and risk management. His previous role as Managing Director at Carnegie Corporation provided him with the expertise needed to navigate complex investment landscapes.

Burton is enthusiastic about contributing to Beatrice's mission, stating, "I am delighted to join Beatrice and contribute to its mission of delivering enduring investment solutions that are supportive of client values and financial goals." He believes that understanding client objectives holistically is fundamental to building robust portfolios that align with their aspirations.

Commitment to Diversity and Quality

Beatrice Advisors prides itself on being an inclusive entity within the wealth management space. By appointing leaders such as Lupoff and Burton, they are reaffirming their dedication to providing modern and adaptable financial solutions that cater to a broad spectrum of clients.

The firm's approach revolves around helping families prosper according to their intrinsic values, promoting a sense of lasting impact for generations to come. With a strategic team in place, Beatrice is poised for significant growth, ensuring high-quality investment services are accessible to their clientele.

For those interested in learning more about Beatrice Advisors and their services, you can visit beatriceadvisors.com.

Conclusion

As the financial landscape continues to evolve, Beatrice Advisors is taking proactive steps to ensure they remain at the forefront of multi-family office services—strengthening their investment team with experienced partners dedicated to achieving excellence for their clients. This move not only signifies growth but also a commitment to values-based and inclusive wealth management.