Charlotte B. Beyer
Charlotte B. Beyer founded the Institute for Private Investors, or IPI, in 1991 and the Investor Education Collaborative in 2004, served as CEO for 21 years, and retired in 2012. IPI is a private membership organization offering investor education and an online community to 1,200 ultra-high-net-worth investors representing 18 countries and 40 U.S. states. The goal of creating a more informed consumer of financial services still directs the activities of both companies she founded.
In 1999, Ms. Beyer collaborated with The Wharton School of the University of Pennsylvania to create the first private wealth management curriculum for global families and continues to direct these investor programs at Wharton and other universities annually.
Prior to founding IPI, Ms. Beyer spent 20 years in financial services including stints at Bankers Trust Company, Donaldson Lufkin & Jenrette and Lazard & Co. In September 2007, she was the third recipient, and first woman, honored with a Lifetime Achievement Award at Institutional Investor's annual High-Net-Worth Industry Awards. In 2012 Ms. Beyer funded the Principle Quest Foundation, a private 501c3 foundation whose mission is to support innovative education and mentoring programs for girls and women.
A graduate of Hunter College, Ms. 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 and a volunteer at the Westover School, an all-girls school in Middlebury, Connecticut and from 2009-2012, 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 is on the Advisory Board of Institutional Investor's Journal of Wealth Management. Ms. Beyer is Co-Chair of the newly created National Coalition of Girls Schools Alumnae Network.Back to Top