Charlotte B. Beyer
After 20 years on Wall Street, Charlotte B. Beyer founded the Institute for Private Investors (IPI) in 1991 to help improve the relationship between wealthy investors and their financial advisors, where she served as CEO for 21 years until her retirement in 2012. Beyer also collaborated with The Wharton School in 1999 to create the first private wealth management curriculum developed specifically for ultra-high-net-worth families. Her book, Wealth Management Unwrapped, is modeled after her lecture inside that curriculum and includes the same lessons Beyer shares with her students, more than 800 investors with substantial assets from around the globe.
A graduate of Hunter College, Beyer also attended the University of Pennsylvania and the Stern/NYU Graduate School of Business Administration. She is past President of the Board of Trustees of the WestoverSchool, an all-girls school, and in 2012 funded the Principle Quest Foundation, a private nonprofit foundation working to support innovative education and mentoring programs for women. From 2009-2012 Beyer served as Vice Chair of the Board of Trustees of the Museum of American Finance. She currently serves on the global association board of 100 Women in Hedge Funds and on the Advisory Board of Institutional Investor's Journal of Wealth Management.Back to Top