Managing Director, Wealth Advisor
Vanessa is a Managing Director, Wealth Advisor with Cresset’s Denver office. In her role, she helps clients identify, define, and achieve their financial goals. Her focus areas include advising on estate planning, wealth transfer, financial planning, philanthropic endeavors, and credit needs.
Prior to joining Cresset, Vanessa was a Managing Director at Walton Enterprises, a private family office in Denver advising on holistic wealth management and planning. Previously, Vanessa was an Executive Director at J.P. Morgan Private Bank in Denver.
Vanessa received a bachelor’s degree in International Politics from Georgetown University and an MBA from the University of Virginia. She lives in Denver with her husband, David, and their three children.