Charlotte B. Beyer is the Founder & CEO of the Institute for Private Investors.  In 2004, Ms. Beyer created the Investor Education Collaborative to provide unbiased investor education on the "process" of wealth management as contrasted with the technical theories or investment products.

Prior to founding IPI, Ms. Beyer spent 20 years in financial services. 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.

A graduate of Hunter College, Ms. Beyer also attended the University of Pennsylvania and the Stern/NYU Graduate School of Business Administration. She serves on the Advisory Council of the Association for Experiential Education and is immediate Past President of the Board of Trustees of the Westover School, an all-girls school in Middlebury, Connecticut. She is also a trustee of the Museum of American Finance, a Smithsonian affiliate and on the Advisory Board of Institutional Investor's Journal of Wealth Management.