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Peter Lupoff — Partner, Investments & Partnerships · Beatrice Advisors · Brooklyn, New York, United States.
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About
Peter is an experienced Chief Investment Officer with legacy mentors (Marty Whitman, Izzy Englander); he is skilled in asset allocation, with expertise in impact investing, manager selection, deep value, credit, distressed and event-driven investing. Peter considers both Whitman (Third Avenue Funds) and Englander
(Millennium Management) important mentors and influences. Peter founded asset manager, Tiburon Capital Management, running Tiburon as CIO until acquired by consultant, Gray & Company, at which time, Peter became CIO of the $12 billion pension/institutional consultantPeter Lupoff is the former Chief Executive Officer of Net Impact, an over 160,000 member organization with a mission to inspire, equip and activate emerging leaders to bring positive change to the world's most pressing challenges. He is also the former CEO of GOOD Institute, an affiliated non-profit think tank, addressing important issues, driving social action and reimagining the possibilities for our shared future by charting a new contract between business and society to meet today’s evolving challenges with regenerative solutions. Peter is Founder of Lupoff/Stevens Family Office, a Single Family Office (SFO), through which, his family invests for social and climate impact along with market financial returns. He was selected by Sorenson Impact Institute as a member of its Global Impact Leaders (2023). In January 2025, he largely folded the activities of his SFO into Beatrice Advisors, a Multi-Family Office (MFO), joining Beatrice Advisors as a Partner as well. Peter taught Impact Investing and Investment Research classes as Special Lecturer at Yale School of Management (2016-18) and Fordham University (2019-2024) and remains a Fordham Gabelli Fellow focused on Responsible Investing and Business. He presently teaches impact investing at University of California-Berkeley, Haas School of Business. Student Teams of Lupoff's have been finalists every year 2019-2026, in Wharton's Turner Impact Portfolio Challenge. Peter was Executive-in-Residence at the Fordham-housed Responsible Business Center (2022-23) and former Director of Strategy (2022-24). He is a Member of the Impact Investing & Sustainable Finance Faculty Consortium. Peter is a regular writer and speaker related to topics among his areas of expertise and consults asset managers, social enterprises as well.
Experience
Partner, Investments & PartnershipsCurrent
Beatrice Advisors · New York, NY
Jan 2025 – Present
Beatrice Advisors is a Multi-Family Office (MFO) and trust-driven wealth management firm. Four partners have our own money here - we eat our own cooking. Member of Investment Committee. Lead Impact/Values practice. Generated Beatrice Monthly Macro Report, Beatrice Buttress (Quarterly Review) and Special Research White Papers and Reports. Beatrice provides bespoke, comparable Single Family Office suite of services, personally tended to for our client-families and individuals.
Principal
Lupoff/Stevens Family Office LLC · Greater New York City Area
Jan 2017 – Present
Lupoff/Stevens Family Office is the holding company of the various activities, including investments, academic work, advisory and projects, of Peter M. Lupoff and Family. The Lupoff/Stevens Family Office is committed to a 100% Impact Investment portfolio, seeking market returns along side demonstrable social/environmental impact benefiting people and planet. We are a signatory to DivestInvest (pledged divestment of all fossil fuel investments).
Education
Skills
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