Michael Hymes joins the NYC Estate Planning Council (EPC) board of directors

With Intelligence

Beatrice Advisors open to special sits, niche funds

Beatrice Advisors is looking at niche private credit funds, with a particular interest in special situations.

Beatrice Advisors Welcomes Lauren Rich Fine, CFA as Partner, Investments and Business Development

Beatrice Advisors ("Beatrice”) an independent, woman- and minority-owned multi-family office, today announced the appointment of Lauren Rich Fine, CFA as Partner, Investments and Business Development. This strategic addition reinforces Beatrice's dedication to providing customized financial solutions and expanding its suite of high-quality services.

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.