Co-Founder
Current
Victress Advisors
Jun 2023 - Present
AeroLeads people directory · profile
Jan Schaefer Email & Phone Number
Wealth Management and Private Banking Professional
at
Victress Advisors
1 work email found
@fidelco.org
2 phones found area 203
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Victress Advisors
Role
Wealth Management and Private Banking Professional
Location
New Canaan, Connecticut, United States
Who is Jan Schaefer? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jan Schaefer is listed as Wealth Management and Private Banking Professional at Victress Advisors, based in New Canaan, Connecticut, United States. AeroLeads shows a work email signal at fidelco.org, phone signal with area code 203, and a matched LinkedIn profile for Jan Schaefer.
Jan Schaefer previously worked as Co-Founder at Victress Advisors and Philanthropic Relationship Director at Fidelco Guide Dog Foundation, Inc.. Jan Schaefer studied at University Of California, Los Angeles.
Company email context
Email format at Victress Advisors
This section adds company-level context without repeating Jan Schaefer's masked contact details.
{first_initial}{last}@fidelco.org
86% confidence
AeroLeads found 1 current-domain work email signal for Jan Schaefer. Compare company email patterns before reaching out.
Profile bio
About Jan Schaefer
Thirty plus years experience in finance including corporate finance, private banking and wealth management. My career spans time spent in Los Angeles, San Francisco, New York and Connecticut. I have been privileged to build and lead teams of experienced financial professionals. Throughout my career, I worked closely with a diverse range of clients, each with unique financial needs and aspirations. Working with each client, we crafted tailored strategies that align with their individual objectives, aspirations and risk tolerance.These strategies include comprehensive financial planning, investment management, estate and legacy planning. I am committed to staying updated with industry trends and regulatory changes which is key to offering relevant advice. I have enjoyed cultivating enduring relationships built on trust and transparency with both clients and colleagues.
Listed skills include Private Banking, Investments, Wealth Management, High Net Worth Individuals, and 44 others.
Current workplace
Jan Schaefer's current company
Company context helps verify the profile and gives searchers a useful next step.
Victress Advisors
8 roles
Jan Schaefer work experience
A career timeline built from the work history available for this profile.
Philanthropic Relationship Director
Fidelco Guide Dog Foundation, Inc.
Responsible for fundraising and a planned giving program for Fidelco Guide Dog Foundation.
Jul 2019 - Apr 2023
Managing Director
I joined two former colleagues to help grow a boutique investment management and financial planning firm. We delivered uniquely designed solutions for each client.
Jan 2017 - Jul 2019
Managing Director
IDB Bank operated as a traditional middle market bank and desired to move into the private banking/wealth management business. I was hired to help with the expansion to that business and with opening new geographical markets.
Jul 2014 - Jan 2017
Executive Director Jp Morgan, Private Bank
Responsible for business development and relationship management of high net worth clients. Consulted with clients on their financial situation including credit needs, investments, wealth planning, estate planning, philanthropic and legacy planning. Responsible for managing a portfolio with $3.5MM in annual revenue.
Nov 2005 - Jul 2014
Vice President
I managed a Private Banking team at 48 Wall Street from 1989 through 1996. Responsibilities included analyzing and establishing credit lines and loans as well as monitoring and maintaining credit portfolios. In 1997 I transferred internally to the Greenwich Connecticut office and transitioned to an investment and wealth management role with in the private bank.
Jun 1986 - Nov 2005
Vice President-Senior Credit Officer
I led a credit team in Los Angeles which lent to business owners and real estate investors/developers. I later joined a team in New York at the US Divisional Office, responsible for the verification and analysis of credit originated in the bank's twelve district offices.
Feb 1982 - Jun 1986
Vice President
Successfully completed the bank's one year management training program and subsequent credit training program. Assigned to a corporate finance team with clients such as Hewlett Packard, Apple Computer and Stamford University. Later joined a team of three to open the bank's first private banking office in downtown Los Angeles.
Feb 1977 - Feb 1982
4 education records
Jan Schaefer education
Education record
Bachelor'S Degree
Education record
Education record
Organizations
FAQ
Frequently asked questions about Jan Schaefer
Quick answers generated from the profile data available on this page.
What company does Jan Schaefer work for?
Jan Schaefer works for Victress Advisors.
What is Jan Schaefer's role at Victress Advisors?
Jan Schaefer is listed as Wealth Management and Private Banking Professional at Victress Advisors.
What is Jan Schaefer's email address?
AeroLeads has found 1 work email signal at @fidelco.org for Jan Schaefer at Victress Advisors.
What is Jan Schaefer's phone number?
AeroLeads has found 2 phone signal(s) with area code 203 for Jan Schaefer at Victress Advisors.
Where is Jan Schaefer based?
Jan Schaefer is based in New Canaan, Connecticut, United States while working with Victress Advisors.
What companies has Jan Schaefer worked for?
Jan Schaefer has worked for Victress Advisors, Fidelco Guide Dog Foundation, Inc., North Star Wealth Investors, Llc, Idb Bank, and Jp Morgan.
How can I contact Jan Schaefer?
You can use AeroLeads to view verified contact signals for Jan Schaefer at Victress Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jan Schaefer attend?
Jan Schaefer studied at University Of California, Los Angeles.
What skills is Jan Schaefer known for?
Jan Schaefer is listed with skills including Private Banking, Investments, Wealth Management, High Net Worth Individuals, Finance, Hedge Funds, Wealth, and Banking.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jan Schaefer you were looking for.
View similar profiles
