Beatrice is a Vice President at 1919 Investment Counsel. In her role as a Senior Client Relationship Associate, Beatrice works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors to enhance the client experience, with a focus on portfolio review, account administration, and wealth planning. In addition, Beatrice is involved with several of the firm’s client-centered initiatives focused on maintaining and improving the firm’s excellent client retention rate, including the Client Experience Task Force and PA Peer Review and Support Team comprised of a select group of sophisticated systems’ users.

Beatrice entered the Financial Services Industry in 1998 and joined Scudder Investments in June 2000 (a predecessor firm). Prior to joining the firm, she was a Portfolio Assistant at HSBC Bank for two years, assisting several portfolio managers to oversee high-net–worth client accounts.

In her spare time, Beatrice is involved with her local church. She volunteers as a summer camp counselor for children in the NYS Foster Care system annually for one week. She enjoys spending quality time with her family, gardening, and DIY projects.

Beatrice earned a B.S. in Finance and Investments from Baruch College.