J.P. Morgan has appointed Kristin Schaefer as the leader of its private-banking business across Utah and Idaho. In her new role as market team lead, Schaefer, an executive director with the firm, will focus on growing the office’s client reach and impact across the region. Based in Salt Lake City, she will lead a team of local advisors that deliver guidance across investing, philanthropy, family office management, credit, fiduciary and advisory services. Schaefer’s career of more than 20 years includes working with successful executives, business owners and some of Utah’s most influential families to support their total wealth plans and goals across pre- and post-transaction planning, investment management, banking, lending and philanthropy. Schaefer joined J.P. Morgan in 2020 from Wells Fargo Private Bank, and has spent her career working in wealth management, commercial banking, global treasury management and international banking in markets across the U.S. Before moving to Utah in 2016, she was a global banking consultant with Wells Fargo in Palo Alto, California.
Position
Leader of private-banking business across Utah and Idaho
