Charlotte Beyer

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

About Charlotte:

Charlotte B. Beyer founded the Institute for Private Investors (IPI) in 1991, after 20 years on Wall Street, to help improve the relationship between wealthy investors and their financial advisors. Then in 1999 she collaborated with the Wharton School to create the first-of-its-kind private wealth management curriculum for families with substantial assets. In 2016, Beyer was named a Fellow of the Aresty Institute of Executive Education at Wharton. She continues to teach in the IPI Private Wealth Management program twice a year.

Beyer also 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. In 2015 Family Wealth Report awarded Beyer a Lifetime Achievement citation for her “tangible legacy” that “championed the interests of private investors.”

Beyer was recognized by the Investments & Wealth Institute™ for key innovations and thought leadership with the J. Richard Joyner Wealth Management Impact award. A graduate of Hunter College, Beyer also attended the University of Pennsylvania and the Stern/NYU Graduate School of Business Administration. She is a past President of the Board of Trustees 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 women. From 2009–2012 Beyer 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 Finance, the investment committee of a public pension plan 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.