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Kip Schaefer Phones & Addresses

  • 26 Topside Way, Mill Valley, CA 94941 (646) 509-0925
  • 730 Wyndale Rd, Jenkintown, PA 19046
  • 318 100Th St, New York, NY 10025
  • 206 83Rd St, New York, NY 10024
  • 113 Mountain Rest Rd, New Paltz, NY 12561
  • 111 Hartsdale Ave, Hartsdale, NY 10530
  • Brooklyn, NY
  • Montgomery, PA
  • Chapel Hill, NC

Work

Company: Bernstein private wealth management Apr 2014 Position: Vice president and financial advisor at bernstein private wealth management

Education

Degree: Master of Science, Masters School / High School: New York University 2006 to 2008 Specialities: Fundraising

Skills

Investment Management • Alternative Investments • Fundraising • Public Speaking • Philanthropy • Entrepreneurship • Planned Giving • Personal Financial Planning

Ranks

Certificate: Certified Financial Planner™ Professional

Interests

Children

Industries

Investment Management

Resumes

Resumes

Kip Schaefer Photo 1

Vice President, Banker

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Location:
26 Topside Way, Mill Valley, CA 94941
Industry:
Investment Management
Work:
Bernstein Private Wealth Management
Vice President and Financial Advisor at Bernstein Private Wealth Management

National Philanthropic Trust Feb 2009 - Mar 2014
Vice President, Institutional Business Development

Bear Stearns Feb 1997 - Aug 2008
Managing Director-Principal

Jpmorgan Chase & Co. Feb 1997 - Aug 2008
Vice President, Banker
Education:
New York University 2006 - 2008
Master of Science, Masters, Fundraising
University of North Carolina at Chapel Hill 1992 - 1996
Bachelors, Bachelor of Arts, Psychology
Redwood High School 1989 - 1992
Skills:
Investment Management
Alternative Investments
Fundraising
Public Speaking
Philanthropy
Entrepreneurship
Planned Giving
Personal Financial Planning
Interests:
Children
Certifications:
Certified Financial Planner™ Professional
Cfp Board
Kip D Schaefer from Mill Valley, CA, age ~50 Get Report