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

OI
Oleg Ikhelson
Partner, Managing Director, Head of Tax Services
Profile Photo
Jack Sawyer
Partner and Managing Director
JH
Jason Heckler
Managing Director & Wealth Advisor
Profile Photo
Margaret Esquivel-Damato
Director, Private Wealth Client Service

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial