A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. After selling her company, Beyer turned her attention to philanthropy with the creation of the Principle Quest Foundation whose mission is women’s empowerment.
Beyer's career spans 40+ years, first on Wall Street, and then as founder of the Institute for Private Investors [IPI] in 1992. A pioneer in social media, IPI hosted the first online community for investors when it went live in 1998. 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. An Aresty Fellow of the Wharton School, Beyer continues to teach in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999. Nearly 1000 UHNW investors have attended from 41 countries.
Contributing a most original addition to the industry’s body of knowledge, in 2017 Beyer wrote Wealth Management Unwrapped Revised and Expanded. Instead of prescribing a one-size-fits-none solution, Beyer encourages investors with her own unique humor and straight talk to find their own GPS – discover if they might be better off being a do-it-yourself investor or should partner with a trusted financial advisor. Beyer then walks the reader through a series of steps to first find, and then work with a financial advisor, including the tricks of a ‘beauty contest,’ ten Principles of Principal, and benchmarks for measuring advice.
A graduate of Hunter College, Beyer is the recipient of a Lifetime Achievement citation from Family Wealth Report for her 'tangible legacy [that] championed the interests of private investors,' and has been recognized by IWI® (formerly IMCA®) for key innovations and thought leadership with the J. Richard Joyner award.
Upon retiring as CEO of IPI in 2012, Beyer founded the Principle Quest Foundation, a 501c3 foundation whose mission is to support innovative education and mentoring programs for women of all ages.
Currently serving on the global association board of 100 Women in Finance and on the Ambassador Board of Institutional Investor's Journal of Wealth Management, Beyer continues to remain active in various industry groups, including the CFA Institute’s Security Analyst Seminar Board of Regents and the Women’s Initiative (WIN) Council of the CFP board. Her articles have appeared in industry publications over the years, and her most recent book describes key trends in the wealth management industry, including robo-advisors, the aging private client and ‘women with wallets.’
Wealth Management Unwrapped
100 Women In Finance
Principle Quest Foundation
Named Aresty Fellow of The Wharton School of the University of Pennsylvania in 2016.
How can investors and advisors build a trusted and sustainable relationship in the face of pricing-pressures, lack of trust in the industry, and the complex challenges of wealth management? Ten Principles of Principal guide the most successful investors and advisors.
Using experiential exercises, participants learn how to have candid dialogues on topics including role of women, aging, rob-advisors and raising children while wealthy.
Keen insights from a thought leader. "gifted translator" & veteran observer of the UHNW market.