After 20 years on Wall Street, Charlotte Beyer founded the Institute for Private Investors, or IPI, in 1991 to help improve the relationship between wealthy investors and their financial advisors. Pioneering the first online community for investors, IPI provided a safe harbor, education and community for principals and their family offices.
In 1999, Beyer collaborated with The Wharton School of the University of Pennsylvania to create the first private wealth management curriculum in the country. Named an Aresty Fellow at Wharton in 2016, she continues to be part of the faculty for these five-day residential programs held twice a year.
Family Wealth Report awarded Beyer a Lifetime Achievement citation in 2015 for her "tangible legacy" that "championed the interests of private investors," and in April 2016 was recognized byIMCA® with the J. Richard Joyner Wealth Management Impact award for key innovations and thought leadership.
Prior to founding IPI, Beyer spent 20 years on Wall Street rising to senior leadership postiions at a time when women were a rarity in the executive ranks. A graduate of Hunter College, Beyer also attended the University of Pennsylvania and the Stern/NYU Graduate School of Business Administration. She is a lifetime trustee of the Westover School, an all-girls school, and in 2012 founded the Principle Quest Foundation, a private foundation whose mission is to support innovative education and mentoring programs for girls and women.Beyer currently serves on the global association board of 100 Women in Finance and the Ambassador Board of Institutional Investor's Journal of Wealth Management.
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