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Lauren Fine — Partner, Investments & Business Development · Beatrice Advisors · Greater Cleveland.
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About
ACCOMPLISHED STRATEGIC ADVISOR & INVESTMENT PROFESSIONAL
Passionate, energetic, and trusted advisor with a proven track record of driving growth and maximizing value for a diverse range of organizations. Possessing a deep understanding of complex business challenges, and excel at developing and executing strategic initiatives.
I've leveraged my expertise in finance, business development, and talent acquisition to build high-performing investment teams. I've worked with large institutional investors, high-net-worth clients and endowments, and have a successful history of developing and implementing comprehensive financial plans.
My experience spans startups, non-profits, and public companies, where I have served as a trusted advisor on topics such as talent/recruitment, strategic planning, business development, financial planning & investment strategy, and activist shareholder defense. As a seasoned board member with a history of serving on over 20 for-profit and non-profit boards, I offer a unique perspective on governance and organizational leadership. Accustomed to unstructured, ambiguous situations where decisive leadership is valued.
Proven ability to: Build and maintain strong client relationships Conduct in-depth investment research and analysis Identify and capitalize on investment opportunities Lead and mentor investment teams
Experience
Partner, Investments & Business DevelopmentCurrent
Beatrice Advisors · New York City Metropolitan Area
Jan 2025 – Present
Beatrice Advisors is a Multi-Family Office (MFO) and trust-driven wealth management firm, launched by entrepreneur and philanthropist, Christina Lewis. We are an independent woman and minority-owned MFO, building upon the legacy of Christina's father, the pioneering finance juggernaut, Reginald F. Lewis. Beatrice provides investment and wealth management services in a comprehensive and collaborative manner to aid our clients in achieving their short and long term life goals.
Member Board of Directors
The Private Trust Company, N.A. · Cleveland, Ohio, United States
Aug 2018 – Present
Member of the Audit Committee.
Education
Skills
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