Charlotte Beyer
Fellow of the Aresty Institute, The Wharton School; Founder, Institute for Private Investors at The Wharton School
Biography
The Wharton School
A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Beyer founded the Institute for Private Investors [IPI] to help improve the relationship between wealthy investors and their financial advisors and is co-creator of the first Private Wealth Management curriculum for ultra-high-net-worth investors at The Wharton School of the University of Pennsylvania. Named an Aresty Fellow at Wharton in 2016, Beyer is also the recipient of the Lifetime Achievement Award from Family Wealth Report and the J. Richard Joyner Wealth Management Impact award from the Investments & Wealth Institute™ Investments (formerly IMCA®). Her 2nd edition of Wealth Management Unwrapped was published by Wiley Finance in 2017.
Upon retiring as CEO of IPI in 2012, Beyer founded the Principle Quest Foundation, a private foundation whose mission is to support innovative education and mentoring programs for women of all ages. A lifetime trustee of the Westover School, an all-girls school, Beyer was featured in the Wall Street Journal Donor of the Day column in 2011.
Currently serving on the Ambassador Board of Institutional Investor’s Journal of Wealth Management, Beyer remains an active contributor to educational initiatives in the industry, including the Board of Regents for the Seminar for Investors Workshop for the CFA Institute and the Center for Financial Planning Women’s Initiative [WIN] Council in Washington D.C
Read about executive education
Other experts
Amir Amel-Zadeh
Amirs research examines the economic effects of financial and non-financial reporting. He is also interested in the consequences (and interaction) of accounting and capital regulation of financial institutions. Prior to joining Oxford Saïd, Amir held a position as University Lecturer at Judge Bu...
Richard Gannotta
Richard (Rick) Gannotta is currently the Chief Operating Officer for UCI Health (University of California Irvine). Prior to that appointment Rick served as the Senior Vice President for Hospitals at NYC Health and Hospitals. Previously he served in a number of executive positions in healthcare in...
Ambar Machfoedy
Ambar is a management consultant, marketing professional and an educator. His practice focuses on international business development, especially in assisting companies intent on penetrating new markets, by linking them up with principals, distributors and importers. Since 2003, Ambar has been an ...
Looking for an expert?
Contact us and we'll find the best option for you.