WEALTH MANAGEMENT
Cresset Hires $600m Advisor Cory Boggs for Santa Barbara Office
The hire adds a multi-credentialed adviser with a decade and a half of experience advising entrepreneurs and multi-generational families to Cresset's West Coast build-out.
Cresset has announced the hire of Cory Boggs, CFA, CAIA, CFP, as Managing Director, Wealth Advisor, expanding its Santa Barbara office. Boggs brings more than 15 years of experience advising entrepreneurs, business owners and multi-generational families on public and private market investing and wealth planning. He joins from Manchester Capital Management, where he managed more than $600 million on behalf of clients as a Wealth Manager, conducting investment research and managing client portfolios.
A varied background across private banking
Before Manchester Capital Management, Boggs was an Assistant Vice President in the Private Bank at City National Bank in Los Angeles, working as an investment analyst. He earned his Chartered Financial Analyst designation in 2016 and holds Certified Financial Planner and Chartered Alternative Investment Analyst credentials. He is a member of the CFA Society of Los Angeles and holds a Bachelor of Arts from the University of South Carolina.
Cresset's integrated model
Boggs said Cresset's "integrated family office model, collaborative culture, and commitment to delivering highly personalized advice" made it "an exceptional platform to serve clients with increasingly sophisticated needs." Cresset Chief Growth Officer Jessica Malkin said Boggs "has built an outstanding reputation as a thoughtful advisor and trusted partner to entrepreneurs, business owners, and multi-generational families."
Cresset describes its multi-family office model as integrating investment advisory, private markets access, trust services, tax strategy and family governance under a single platform, aimed at families navigating liquidity events, concentrated stock positions and generational wealth transfer.