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. She also later launched the Investor Education Collaborative in 2004 to continue to spread the message of IPI, where she served as CEO for 21 years until her retirement in 2012. A pioneer in social media, IPI launched the first private investor online community, and many of those online conversations are included in Beyer’s book, Wealth Management Unwrapped.
In 1999, Beyer collaborated with The Wharton School of the University of Pennsylvania to create the first private wealth management curriculum in the country and continues to serve on the faculty of these five-day residential programs held twice a year at Wharton. Her book, Wealth Management Unwrapped, is modeled after her lecture inside that curriculum and includes the same lessons Beyer shares with those attending, now totaling nearly 900 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 Westover School, an all-girls school, 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 on the Advisory Board of Institutional Investor's Journal of Wealth Management. In March of 2015 Family Wealth Report awarded Beyer a Lifetime Achievement citation for her ‘tangible legacy’ that ‘championed the interests of private investors.’ In 2016 IMCA® recognized Beyer with the J. Richard Joyner Wealth Management Industry Impact Award.
Today Beyer oversees the Principle Quest Foundation, her own private foundation, whose mission is to support innovative education and mentoring programs for girls and women.