Charlotte B. Beyer
After 20 years on Wall Street, Charlotte B. Beyer founded the Institute for Private Investors (IPI) in 1991 to help improve the relationship between wealthy investors and their financial advisors. Then in 1999 she collaborated with The Wharton School to create the first private wealth management curriculum for families in the country, a program she continues to teach twice a year.Beyer also launched the Investor Education Collaborative in 2004 to continue to spread the message of IPI, where...
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