CoverProfile

Vimala Snow

Managing Director, Head of Wealth Strategy

Cresset

United States, Colorado, Denver

About Me

Vimala Snow brings experience in comprehensive multigenerational wealth transfer planning and planned charitable giving to her role as Managing Director and Head of Wealth Strategy of Cresset. She is passionate about helping preserve and grow family wealth in a manner that achieves her clients’ personal, financial, business, and charitable goals. Before joining Cresset in 2018, Vimala served as a Senior Wealth Planning Strategist with Abbot Downing and led Legacy & Wealth Planning for the Northwest region. Prior to that, Vimala was Managing Partner of Withers Bergman LLP’s San Francisco office. As a Partner in the Private Client Group, her practice focused on sophisticated t

View more

Profile Information

Managing Director, Head of Wealth Strategy

Cresset

Investment Team,Operations Team

Investor

Multi-Family Office

Denver

Colorado

United States

Aug 6, 2024

More profiles to browse

Profile Photo
Eric Schoener
Managing Director, Family Wealth Advisor
PR
Patrick Regan
Managing Director, Deputy Chief Investment Officer
SB
Stephen Berardi
Managing Director, Wealth Advisor
JA
Jill Asrael
Managing Director, Wealth Advisor

You Might Like

BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University