Jake Schwinn, CFA, is a Managing Director and Wealth Advisor with Cresset’s Denver office. He works closely with ultra-high-net-worth families to structure and manage their holistic balance sheets. His advisory approach spans public and private investments, credit and liquidity management, estate planning, and generational wealth planning. Jake has particular expertise working with entrepreneurs, corporate executives, and multi-generational families.
Prior to joining Cresset, Jake was an Investment Specialist at J.P. Morgan’s Private Bank in Denver, where he advised clients across the western U.S. on strategic asset allocation and investment opportunities across public and private markets.
Jake is a CFA charterholder and earned a B.S. in Finance from the W.P. Carey School of Business at Arizona State University. He was named as a Forbes Next-Gen Wealth Advisor (2025) and Forbes Best-In-State Advisor (2025).
Jake lives in Golden, Colorado with his wife, Sarah; their children, Lucy and Bennett; and their dog, Nellie. Outside of work, he enjoys spending time with family, riding his bike, playing pickleball, traveling, and watching college football.