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

Consulting

Investment Management

Personal Finance

Professional Services

Beatrice Advisors

Christina Lewis

Savio Francis

This department focuses on managing investment portfolios and making strategic investment decisions.

This department focuses on providing expert guidance and support to clients to enhance their overall experience and satisfaction.

Client Advisory

This department focuses on driving business growth through strategic investments and fostering partnerships.

Investments and Development

This department focuses on developing marketing strategies and conducting research to support organizational goals.

Beatrice Advisors

Org chart

Teams

Investment Management

Client Advisory

Investments and Development

Marketing and Research

Offices

Beatrice Advisors

Org chart

Teams

Investment Management

Client Advisory

Investments and Development

Marketing and Research

Offices

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