Beata Kirr Email & Phone Number

Beata D. Kirr is a passionate, get-it-done, no-nonsense investment executive with significant experience in investing, asset allocation, portfolio creation and impact investing. She is a natural and empathetic communicator and connector, who prides herself on seeing the big picture and anticipating investment opportunities. Since May, 2023, Beata has been the Chief Impact Officer at The Copia Group, a lower middle market private credit firm, which primarily provides non dilutive growth capital to women and ethnically diverse- owned businesses, in pursuit of shrinking the wealth gap. Beata leads the impact measurement and management process for Copia, in addition to her Investment Committee and thought leadership responsibilities. Copia is looking to lend to "Inclusive Leaders" and "Inclusive Opportunities" - companies that provide quality jobs, great promotion opportunities, pipeline and community engagement - all with an inclusive lens. Beata is thrilled to be on the leadership team at The Copia Group after 17 years of increasing responsibility at Bernstein Private Wealth. She left in 2023 as Co-CIO, having overseen the $100bn investment platform with responsibility for strategic asset allocation, manager selection, investment evolution and communication. She co-led a nationwide organization of 45 professionals and was a member of the Private Wealth Executive Leadership Team. Beata is most proud of driving the creation and growth of $6bn of Purpose Driven strategies, including the creation of a custom partnership, Bernstein Impact Alternatives, focused on private equity and venture capital strategies with an environmental sustainability, health equity and economic opportunity lens. Beata also has strong governance and fiduciary perspective as she was the President of the $35bn Sanford C. Bernstein Mutual Fund Board. Beata has always been a passionate supporter of recognizing the need to change the dialogue for women in finance- both as clients and colleagues. She created and led the Women & Wealth Institute and hosted this podcast for five years, producing nearly 60 shows. Beata has been recognized as an Investment News Excellence Awardee for the Female Trailblazer Award (2023), Investment News Women to Watch Top Portfolio Performer (2022) and Private Asset Management Women & Wealth Individual Advocate (2021).