TAMPA, Fla.--(BUSINESS WIRE)--Bayshore Capital Advisors, LLC, is pleased to announce the addition of a Palm Beach investment consulting practice led by Fran Coopersmith and Andrew Wethern. The combined firm now employs 14 full-time professionals advising on more than $1.8 billion in client assets.
“We welcome Fran, Andrew, and their team to the Bayshore family,” said Bayshore’s CEO Tready Smith. “They bring deep relationships in endowment and foundation consulting, which complements Bayshore’s private client focus. Fran is a recognized national authority on environmental, social, and governance (ESG), as well as mission and faith based investing. They have more than 25 years of experience in both the for-profit and non-profit sectors, and their industry knowledge and relationships are valuable additions to our firm.”
Founded in 2001, Bayshore has offices in London and Tampa and now, Palm Beach. Bayshore is an independent research driven investment advisory firm backed by a single family office. The firm’s open architecture and institutional quality platform provides family offices, ultra high net worth individuals, and independent RIAs with access to compelling investment opportunities, both large and small, with an emphasis on alternative strategies and private co-investments.
“We are excited about the opportunity to bring our experience and expertise with endowments, foundations, and other institutions to Bayshore,” said Coopersmith. “We look forward to continuing to serve our clients at the highest level, while working to incorporate Bayshore’s successful approach to alternative investments where appropriate.”
Fran Coopersmith founded her firm in 1998 and was joined by Andrew Wethern in 2009. They create customized portfolios for endowments and foundations, retirement plans, and high net worth clients. The consultants had previously been working with Shepherd Kaplan, LLC.