Image of Charlotte Beyer

Charlotte Beyer

Principal

President, Principle Quest Foundation; Founder, Institute for Private Investors

New York, New York

Section title

Charlotte Beyer's Email Addresses & Phone Numbers

Charlotte Beyer's Work Experience

Donaldson Lufkin & Jenrette

Principal

June 1985 to December 1989

Lazard Asset Management

Vice President

January 1989 to April 1990

100 Women In Finance

Board Director

December 2012 to December 2018

Charlotte Beyer's Education

Westover

1962 to 1965

City University of New York-Hunter College

B.A., English

1967 to 1969

NYU Stern School of Business

1972 to 1973

About Charlotte Beyer's Current Company

Donaldson Lufkin & Jenrette

About Charlotte Beyer

📖 Summary

Principal @ Donaldson Lufkin & Jenrette From June 1985 to December 1989 (4 years 7 months) Vice President @ Lazard Asset Management From January 1989 to April 1990 (1 year 4 months) Board Director @ 100 Women In Finance Global industry association comprised of 15,000+ members in 17 locations and 3 continents. Since its founding in 2001, it has raised more than US$36 million for various charities, including Horizons National, National Association for Mental Illness, or NAMI, and Donors Choose. From December 2012 to December 2018 (6 years 1 month) Vice President @ Bankers Trust Company From June 1970 to June 1981 (11 years 1 month) Author @ Wealth Management Unwrapped Revised & Expanded (Wiley 2017) I wrote this book to empower, enlighten and inform investors – and to suggest ways advisors might partner with their clients. #relationshipalpha www.wealthmanagementunwrapped.comPresident @ Principle Quest Foundation A 501c3 entity created in 2012 by Charlotte Beyer, Principle Quest Foundation supports innovative education and creative mentoring programs for girls and women, with a focus on racial justice and gender equity. Principle Quest Unwrapped, a workbook for facilitators, was published in 2019 and available on Amazon. http://www.principlequest.orgLifetime Trustee @ Westover School Ever wonder why so many women leaders are the product of an all girls school? Middlebury, CTFounder & CEO @ Institute for Private Investors A networking and educational membership group, the Institute for Private Investors, or IPI, filled a vacuum in the investor marketplace two+ decades ago. While in the 1980’s, pension fund officials had their trade groups, in 1992 it was still inconceivable that ultra-wealthy investors would want to belong to a peer group, actively participate in an online community and pay to attend forums where they could safely exchange confidential information. The first-of-its-kind online community was created in 1997, giving IPI members a chance to communicate in between face-to-face gatherings.In 1999 Beyer co-created the first private wealth management curriculum in the country with The Wharton School at the University of Pennsylvania and continues to teach in the five-day residential program held twice a year. IPI's annual Family Performance Tracking® survey was unique in the industry, having pointed to allocation trends and attitudinal shifts, often serving as a harbinger of what the industry might expect.From its inception in 1992, IPI was a very different model, and the ‘safe harbor’ norms inside the IPI community became widely admired – and imitated. From the beginning IPI’s mission was straightforward – to change the way investors work with advisors and advisors work with investors – for the benefit of both – all within an environment of a safe harbor, education and community. From 1991 to 2012 (21 years) http://www.instituteforprivateunvestors.com


Charlotte Beyer’s Personal Email Address, Business Email, and Phone Number

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Frequently Asked Questions about Charlotte Beyer

What company does Charlotte Beyer work for?

Charlotte Beyer works for Donaldson Lufkin & Jenrette


What is Charlotte Beyer's role at Donaldson Lufkin & Jenrette?

Charlotte Beyer is Principal


What is Charlotte Beyer's personal email address?

Charlotte Beyer's personal email address is c****[email protected]


What is Charlotte Beyer's business email address?

Charlotte Beyer's business email address is c****[email protected]


What is Charlotte Beyer's Phone Number?

Charlotte Beyer's phone (212) ***-*145


What industry does Charlotte Beyer work in?

Charlotte Beyer works in the Financial Services industry.


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Charlotte Beyer's Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

8 year(s), 9 month(s)

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