Biography
Kristin Schaefer is an Executive Director and Team Lead of the Salt Lake City office of J.P. Morgan Private Bank. Kristin works with successful executives, business owners and some of the most influential families in the area to integrate the many elements of wealth—pre- and post-transaction planning, investment management, banking, lending and philanthropy. She serves as a powerful gateway to deliver the firm’s capabilities and address the complexities of significant assets.
Kristin takes a strategic, big picture approach to proactively bridge the gap between personal and business goals. She has an entrepreneurial mindset, and offers thought leadership and new ideas that impact clients’ lives and further their goals. Kristin is particularly focused on helping women define their legacies and align their beliefs and values with their investments. She derives her passion and purpose from bringing people together to foster meaningful connections
Over a more than 20-year career, Kristin has worked in different markets and built an impressive background that includes wealth management, commercial banking, global treasury management and international banking. 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. Kristin joined J.P. Morgan to work for a firm with a strong culture rooted in diversity, one that brings innovative opportunities to clients
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.
Kristin and her family live in Holladay. They love being in Utah and the access it provides to the outdoors. Kristin has immersed herself in the local community and is on the Advisory Board Member of Women's Leadership Institute, ACG Executive Committee, member of the Mountain West Capital Network, committee member of the Granite Education Foundation, and a senior founding member of 100 Women in Finance.
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