A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. Her career spans over forty years, first on Wall Street, and then as founder of the Institute for Private Investors in 1992. In 2012, Beyer founded the Principle Quest Foundation, which supports innovative education and mentoring programs for women.
Marguerite Gavin is a seasoned theater veteran, a five-time nominee for the prestigious Audie Award, and the winner of numerous AudioFile Earphones and Publishers Weekly awards. Marguerite has been an actor, director, and audiobook narrator for her entire professional career, and has over four hundred titles to her credit.