Beatrice Advisors launches to serve millennial and Gen Z investors from diverse backgrounds
Publishing timestamp: 2024-06-13 17:37:35
Summary
Beatrice Advisors, founded by Christina Lewis, aims to change the traditional business of managing fortunes of wealthy and inheritors by making education and accessibility paramount. The firm targets a more diverse group of wealth-holders and takes a holistic approach to managing family assets. With a focus on the next generation, Beatrice Advisors aims to be at the forefront of managing wealth transitions for inheritors.
Sentiment: POSITIVE
Tickers: DIS,
Keywords: walt disney co, investment strategy, business, wealth, business news, breaking news: investing,
Source: https://www.cnbc.com/2024/06/13/christina-lewis-beatrice-advisors.html