Biography

Charlotte Beyer founded the Institute for Private Investors, or IPI, in 1991 and the Investor Education Collaborative in 2004, served as CEO for 21 years, sold the business in 2010 and retired in 2012. IPI is private membership organization offering investor education and an online community to 1,200 ultra-high-net worth investors representing 18 countries and 40 U.S. states. Operating today as a subsidiary of Campden Wealth of London, IPI continues to build on that 20-year tradition of safe harbor, education and community. The goal of creating a more informed consumer of financial services still directs the activities of both companies she founded. This goal was born of working on Wall Street for 20 years and watching the industry of advice evolve, realizing neither investors nor advisors were relating to each other in as honest and transparent a way as would actually create a successful working relationship. A pioneer in social media, IPI offered the first-of-its-kind private online community for investors more than fifteen years ago.

In 1999, Beyer collaborated with The Wharton School of the University of Pennsylvania to create the first private wealth management curriculum for families in the country and continues to direct these investor programs at Wharton and other universities annually.

Prior to founding IPI, Beyer spent 20 years in financial services including stints at Bankers Trust Company, Donaldson Lufkin & Jenrette and Lazard & Co. In September 2007, she was the third recipient, and first woman, honored with a Lifetime Achievement Award at Institutional Investor's annual High-Net-Worth Industry Awards.

In 2012 Beyer funded the Principle Quest Foundation, a private 501c3 foundation whose mission is to support innovative education and mentoring programs for girls and women. The inaugural retreat for 12 women was held in November last year, and two more retreats will take place in 2013.

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 and a volunteer at the Westover School, an all-girls school in Middlebury, Connecticut and from 2009-2012 was on the Board of Trustees of the Museum of American Finance. She currently serves on the global association board of 100 Women in Hedge Funds, and is on the Advisory Board of Institutional Investor's Journal of Wealth Management. Beyer is co-chair of the newly created National Coalition of Girls Schools Alumnae Network.