Mervin Burton, CFA — Partner, Head of Research · Beatrice Advisors

About

Investment Management (20 Years) Mergers & Acquisition (6 Years) Strategy Consulting (3 Years)

Specialties (Investment Management): Public Equities, Hedge Funds, Asset Allocation, Risk Analytics, Alternatives, Private Equity, Private Debt, Venture Capital, Risk Parity, Portfolio Construction, Quantitative Strategies, Portable Alpha, Fund of Funds, External Manager Selection, Pension Funds, Endowments, Foundations, Family Offices

Specialties (Mergers & Acquisitions): Deal Structure, Negotiations, Strategic Alliances, Strategic Investments, Acquisitions, Divestitures, Due Diligence, Company Valuations, Integration Planning.

Specialties (Consulting): Shareholder Value, Corporate Strategy, Economic Value Added, Capital Structure, Resource Allocation, Shared Services, Project Management

CFA Charterholder

Experience

Partner, Head of ResearchCurrent
Beatrice Advisors · New York, New York, United States
Jan 2025 – Present
Advisory Board, Single Family Office
TCIA · New York, New York, United States
Jul 2015 – Present
Advisor to Single Family Office with endowment style portfolio and direct investments in private equity and venture capital. Member of Investment Committee.

Education

The Wharton School — Bachelor of Science in Economics, Finance · 1990 – 1994
Stuyvesant High School

Skills

MergersEquitiesManagement ConsultingInvestment ManagementFinancial Modeling