Charlotte Beyer

Fellow of the Aresty Institute, The Wharton School; Founder, Institute for Private Investors

About Charlotte:

Charlotte 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 introduced a private online community for investors in 1997, and certain of those conversations are excerpted in Beyer's book, Wealth Management Unwrapped, by RosettaBooks.

Prior to founding IPI, Beyer spent 20 years in financial services, including stints at Bankers Trust Company, Donaldson Lufkin & Jenrette, and Lazard & Co. In 2007, she was the first woman honored with a Lifetime Achievement Award at Institutional Investor’s annual High-Net-Worth Industry Awards. In 1999, Beyer collaborated with Wharton to create the first private wealth management program for wealthy families. She continues to be a part of the Wharton practitioners for these investor programs now held twice a year. More than 800 investors have attended the Wharton/IPI program since 1999.

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 funded the Principle Quest Foundation, a nonprofit foundation working to support innovative education and mentoring programs for women. From 2009–2012 Beyer served as Vice Chair of the Board of Trustees of the Museum of America 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.


Executive Education Programs Taught

Private Wealth Management
Experience the rigorous Wharton wealth management curriculum in a confidential setting with other affluent families. High net worth investors from more than 50 countries have attended this five-day program offered in conjunction with the Institute for Private Investors (IPI) since 1999.