Jake Farchione

Jake is responsible for the preparation and creation of each distinct Fixed Income Investment Strategy’s marketing materials and institutional reports as well as customized investment plans and presentations. Prior to joining Carret in 2025, Jake worked in the self-directed IRA industry at Pacific Premier Trust (now Columbia Private Trust) in Denver, CO.

Education / Affiliations:

Jake earned a BS in Finance from the University of Colorado Denver.

Outside Carret:

Jake enjoys getting to the mountains as often as possible. Whether it is skiing, backpacking, or camping, Jake enjoys all kinds of outdoor activities.