Fundraising Fox
Vanessa Matheis
InvestorGeschäftsführende Gesellschafterin at Münster Stegmaier Rombach Family Office GmbH · Technical Assistance Facility and ESG Manager at Verdant Capital
Bavaria, Germany
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About
Managing partner since 2021 responsible for advisory and wealth controlling. A certified financial planner (CFP) with a business degree focused on finance, she brings over 17 years of experience managing large fortunes and previously served in the management of a Munich family office.
Experience
- Münster Stegmaier Rombach Family Office GmbHGeschäftsführende Gesellschafterincurrent2023 — present
- Münster Stegmaier Rombach Family Office GmbHGeschäftsführerin2021 — 2023Bad Waldsee, Baden-Württemberg, Deutschland
- AURETAS family trust GmbHMitglied der Geschäftsleitung2020 — 2021München und Umgebung, Deutschland
- AURETAS family trust GmbHMitglied der erweiterten Geschäftsleitung2013 — 2020München
- Merck Finck & Co.Mandantebetreuung2012München und Umgebung, Deutschland
- Sparkasse KarlsruheBeraterin im Private Banking / Wealth Management2010 — 2012Karlsruhe
- Sparkasse KarlsruheTrainee-Programm2009 — 2010Karlsruhe und Umgebung, Deutschland
- Sparkasse KarlsruheStellvertretende Filialleiterin2006 — 2008Berghausen
- Sparkasse KarlsruhePrivatkundenberaterin2005 — 2006Karlsruhe und Umgebung, Deutschland
Skills & more
+5 more
Private EquityLiquiditätsmanagementBankwesenNachfolgekonzeptionenFamily Office ManagerLanguages Deutsch · Englisch
- Bachelor of Science / Finance — Hochschule Der Sparkassen-Finanzgruppe
- CFP® — Financial Planning Standards Board Ltd.
From Vanessa's professional profile.
Colleagues at Münster Stegmaier Rombach Family Office GmbH
Frequently asked questions
- Who is Vanessa Matheis?
- Managing partner since 2021 responsible for advisory and wealth controlling. A certified financial planner (CFP) with a business degree focused on finance, she brings over 17 years of experience managing large fortunes and previously served in the management of a Munich family office.
- Where does Vanessa Matheis work?
- Vanessa Matheis is Geschäftsführende Gesellschafterin at Münster Stegmaier Rombach Family Office GmbH.
- Where did Vanessa Matheis go to school?
- Vanessa Matheis studied at Frankfurt School of Finance & Management (CFP® Certified Financial Planner, Finance); Hochschule für Finanzwirtschaft & Management (Bachelor of Science (B.Sc.), Finance).
Same school
Also attended Frankfurt School of Finance & Management125
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Also attended Hochschule für Finanzwirtschaft & Management3
Shared employers
Also worked at Münster Stegmaier Rombach Family Office GmbH7
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