About the Author

About

Beyer's career spans 40+ years, first on Wall Street and then as founder of the Institute for Private Investors in 1991. A pioneer in social media, IPI introduced a private online community for investors in 1997, and excerpts of those conversations are in her book. 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.

In 1999, Beyer collaborated with  The Wharton School of the University of Pennsylvania to create the first private wealth management curriculum for principals and families 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 was also recognized in 2016 by  IWI® (formerly IMCA®) 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 positions at a time when women were a rarity in the executive ranks.   A graduate of Hunter College, Beyer is a lifetime trustee of the Westover School, an all-girls school, In 2012 she created  Principle Quest Foundation, a private 501c3 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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