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Christa Maria Schanz

Investor

Business & Account Executive at Hmsa

Geneva

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About

Joined HMSA in 2022; a private banking and family office executive with experience serving US and European UHNW clients. Previously held senior roles at Pictet North America Advisors and Heritage & Partners, and spent 20 years at major banks in New York.

Experience

  1. HMSA GroupBusiness and Account Executivecurrent2022 — presentGeneva, Switzerland
  2. Advisor to UHNW and FOIndependent Consultantcurrent2019 — presentGeneva/Zurich Switzerland and USA
  3. Banque HeritageBusiness Development Executive2018 — 2019Geneva, Geneva, Switzerland
  4. Pictet North America Advisors, S.A.Client Relationship Manager/VP2013 — 2016Geneva, Switzerland
  5. HSBCSenior Relationship Officer - Associate Banker/VP2006 — 2011New York City Metropolitan Area
  6. Citigroup Private BankRelationship Officer/VP2000 — 2006New York City Metropolitan Area
  7. Deutsche BankAccount Manager/AVP - Private Banking1994 — 2000New York City Metropolitan Area

Skills & more

Wealth Management70Financial Planning7Private Banking47Investments56Banking14Investment Advisory12Estate Planning4Due Diligence10Loans4Credit Analysis3Credit5Alternative Investments32
+8 moreNew Business DevelopmentWealth Management ServicesStrategic Financial PlanningInvestment StrategiesFinancial RiskPrivate EquityFinancial MarketsCRM

Languages English · French · German

  • Swiss Cross-Border Wealth Management Certification For Client Advisors — SFI Swiss Finance Institute

From Christa's professional profile.

Colleagues at Hmsa

Eric Hohberger
Director at Hmsa
Geoff Melamet
CEO at Hmsa
Jackie Barton
Office Manager at Hmsa
Jessica Rey
Junior Trust Officer & Accounting Assistant at Hmsa
Jonathan Melamet
Director HMSA Ireland & Account Executive at Hmsa
Jules Urdang
South African Representative – Account Executive at Hmsa
Julian Walsh
Hong Kong Representative & Resident Director at Hmsa
Lee Thistlethwaite
Independent Advisor to HMSA at Hmsa

Frequently asked questions

Who is Christa Maria Schanz?
Joined HMSA in 2022; a private banking and family office executive with experience serving US and European UHNW clients. Previously held senior roles at Pictet North America Advisors and Heritage & Partners, and spent 20 years at major banks in New York.
Where does Christa Maria Schanz work?
Christa Maria Schanz is Business & Account Executive at Hmsa.
Where did Christa Maria Schanz go to school?
Christa Maria Schanz studied at NYU School of Professional Studies (Uniform Standards of Appraisal Practice, Appraisal Studies in Fine and Decorative Arts); New York University (Financial Planning); University (MBA, International Business & Marketing).

Same school

Shared employers