Jake Schwinn, CFA®
Managing Director, Wealth Advisor
Jake Schwinn, CFA, is a Managing Director, Wealth Advisor with Cresset’s Denver Office. He advises clients structuring their holistic balance sheet including public and private investments, credit, liquidity management, and estate planning. His specialty is working with ultra-high-net-worth families with an emphasis on entrepreneurs, executives, and private equity sponsors.
Jake previously worked for J.P. Morgan’s Private Bank as an Investment Specialist in Denver, advising clients across the western United States. At JPM, Jake advised clients on strategic asset allocation decisions and opportunistic investments across public and private markets.
Jake is a CFA charter holder and graduated from the W.P. Carey School of Business at Arizona State University with a B.S. in Finance. He lives in Golden, Colorado with his wife, Sarah; kids, Lucy and Bennett; and dog, Nellie. Outside of work you will find Jake spending time with family, riding a bike or watching college football.