Kristin Schaefer
Kristin Schaefer has joined J.P. Morgan Private Bank in Salt Lake City as an Executive Director and Banker. In this role, Kristin works with successful executives, business owners and some of the area’s most influential families to support their total wealth plans and goals—pre- and post-transaction planning, investment management, banking, lending and philanthropy. She serves as a powerful gateway to deliver the firm’s global capabilities and address the complexities of significant assets. Kristin brings more than 20 years of experience in banking and financial services, having worked in different markets and across financial segments throughout her career that include wealth management, commercial banking, global treasury management and international banking. Prior to joining J.P. Morgan, as a Global Banking Consultant with Wells Fargo in Silicon Valley, she advised on complex international transactions for high-growth and tech companies, and has brought that experience to Utah. Since locating to Utah, Kristin has immersed herself in the local community and is a committee member of the Granite Education Foundation, designing programs to empower and develop female students and increase workplace giving. Kristin graduated from the University of Evansville, where she earned a B.A. in Liberal Studies with a focus on Organizational Management. She holds Series 7 and 63 securities licenses.
