Charlotte B. Beyer
AUTHOR

Charlotte B. Beyer

Money & Finance
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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 and retiring as CEO in 2012, Beyer founded the Principle Quest Foundation, a 501c3 foundation whose mission is to support innovative education and mentoring programs for women with a focus on racial justice and gender equity. Grants are made to those non-profits whose mission aligns with the foundation's. Her 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 private membership organization. An Aresty Fellow of the Wharton School, Beyer taught in Wharton’s Private Wealth Management program, a five-day residential curriculum she co-created with Wharton in 1999. Nearly 1100 principals/families with substantial assets have attended from 52 countries and 42 states. 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 was recognized in 2016 by the Investments & Wealth Institute® for key innovations and thought leadership with the J. Richard Joyner award. Beyer served on several industry and non-profit boards for three decades and was featured in the Wall Street Journal Donor of the Day column in 2011. Her current actvities are dedicated to facilitating Principle Quest gatherings, creating a safe community for women, and helping women find support and/or inspiration from one another.
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