Beatrice Advisors
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
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Verified contacts
13
available on Kipplo
LinkedIn employees
15
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- GD
Gregory Desroches
Investment Analyst · Finance & Accounting
EmailPhone - MB
Meredith Bowen
President and Chief Investment Officer · General Business & Management
EmailPhone - DW
Deidra Wilson Okeke
Family Office Manager · General Business & Management
EmailPhone - LF
Lauren Fine
Partner, Investments & Business Development · Other
EmailPhone - MH
Michael Hymes
Managing Director & Head of Client Advisory · Other
EmailPhone
Showing 5 of 13 verified contacts
Top roles at Beatrice Advisors
8 distinct titles indexed · top 8 shown.
- 2investment analyst
- 1brand and marketing manager
- 1client advisory intern
- 1family office manager
- 1intern
- 1managing director & head of client advisory
- 1partner, investments & business development
- 1president and chief investment officer
Sign up to unlock all 13 contacts at Beatrice Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Beatrice Advisors
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