Читать книгу Wealth Management Unwrapped, Revised and Expanded - Beyer Charlotte B. - Страница 7

What a journey! Many of the ideas you will find inside this expanded version of my book were first tried out during Institute for Private Investors programs. My colleagues were incredibly helpful in recording much of what you will read.

A profound source of insight has been the Private Wealth Management program at The Wharton School of the University of Pennsylvania. For the past 18 years I have had the privilege of learning from the most amazing professors and equally amazing investors – all 1,000 of them! I am especially indebted to Professor Dick Marston, whose leadership of the program has been inspiring and inspired.

Many friends and industry colleagues have also given generously of their time. I want to single out three: Charley Ellis, who shared his insights at many a breakfast over the years; Susan Remmer Ryzewic, who read an early draft and offered such terrific suggestions; and Niall Gannon, who highlighted mathematical omissions and nuances in return calculations. Also, Rosamond Ivey, Lloyd Hascoe, Joan Siegel, Tony Schneider, Bette Morris, and the late Mark Morris each played a key role in this book’s creation. Those courageous women, all 100 of you who have attended a Principle Quest retreat, were my inspiration for the chapter addressed to women investors,

I want to give a special mention to my editors at Wiley, Bill Falloon and Julie Kerr; also Christina Ho and Barbara Thompson, who helped in the book’s production, as well as an extraordinary graphic designer, Bud Lavery.

Finally, I owe an enormous debt of gratitude to my family. My sister, Allen Beyer, helped me formulate my thoughts and patiently listened to me read chapters aloud.

My husband, Keith Fiveson, deserves the most profound thanks because he sustains me with incredible love – not to mention a sense of humor and adventure!