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Michael Hymes, CFP®, CPWA® — Executive Vice President & Managing Director · Beatrice Advisors · New York City Metropolitan Area.
Direct contact
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About
With over a decade of experience as a wealth advisor working with high net worth and ultra-high net worth families across the country, Michael works to develop a close relationship with his clients where he can serve as a trusted advisor on all things related to their financial picture. Michael’s key areas of focus with his clients are estate, insurance and tax planning areas along with supporting families with governance and risk management matters. Michael serves as the Executive Vice President & Managing Director at Beatrice Advisors, a growing RIA based in New York City. As a member of the executive leadership team and the management committee for the firm, he provides guidance on the company’s development and management.
Experience
Executive Vice President & Managing DirectorCurrent
Beatrice Advisors · New York, NY
Jun 2026 – Present
New multi-family office founded by Christina Lewis that delivers high-quality financial services and exceptional value to a new generation of wealthy families and individuals. To learn more on how we may be able to help: https://www.beatriceadvisors.com/
Member, Board of Directors
Estate Planning Council of New York City · New York, New York
2021 – Present
Joined executive board summer of 2026 as Secretary. Admitted to Board of Directors summer of 2023.
Education
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