CoverProfile

Jake Schwinn

Managing Director, Wealth Advisor

Cresset

United States, Colorado, Denver

About Me

Specialties: Private Client Services, Wealth Management, Private Banking.

Profile Information

Managing Director, Wealth Advisor

Cresset

Investment Team,Operations Team

Investor

Multi-Family Office

Denver

Colorado

United States

Jul 4, 2025

More profiles to browse

JB
Justin Berman
Co-Founder and Co-Chairman
Profile Photo
Ted Werthman
Managing Director, Investment Strategy
Profile Photo
Michael Juettner
Managing Director, Investment Strategy at Cresset
Profile Photo
Christopher J. Demonte
Partner, Managing Director & Wealth Advisor

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners