Cresset Expands Santa Barbara Office with Hire of Wealth Advisor Cory Boggs
Cory Boggs, a wealth advisor who previously managed over $600 million at Manchester Capital Management, has joined Cresset as Managing Director in its Santa Barbara office. With more than 15 years of experience advising entrepreneurs and multi-generational families on public and private market strategies, Boggs brings deep expertise to the firm's integrated family office model. Cresset highlighted that Boggs' background includes roles at City National Bank and his credentials as a CFA, CAIA, and CFP®. His addition is expected to strengthen Cresset’s presence in Santa Barbara by offering personalized wealth management services tailored for complex client needs. The firm's multi-family office model combines investment advisory, private market access, trust services, tax strategy, and family governance under one platform. Cresset Chief Growth Officer Jessica Malkin praised Boggs' reputation as a trusted advisor with strong planning capabilities and deep expertise in wealth management.
Topics: Company Growth Professional Hiring Wealth Management