Charlotte B Beyer

A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Her career spans over forty years, first on Wall Street, and then as founder of the Institute for Private Investors (IPI) in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. For two decades Beyer earned the trust of the 1500 UHNW investor members by protecting the safe harbor, education...See more

A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Her career spans over forty years, first on Wall Street, and then as founder of the Institute for Private Investors (IPI) in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. For two decades Beyer earned the trust of the 1500 UHNW investor members by protecting the safe harbor, education and community inside that very private membership organization. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton's Private Wealth Management program, a five-day residential curriculum she cocreated with Wharton in 1999. Nearly 1000 UHNW investors have attended from 41 countries. A graduate of Hunter College, Beyer is the recipient of a Lifetime Achievement citation from Family Wealth Report for her 'tangible legacy [that] championed the interests of private investors, ' and has been recognized by IWI(R) (formerly IMCA(R)) for key innovations and thought leadership with the J. Richard Joyner award. Upon retiring as CEO of IPI in 2012, Beyer founded the Principle Quest Foundation, a 501c3 foundation whose mission is to support innovative education and mentoring programs for women of all ages. See less