Cresset has announced that it is expanding its office in Santa Barbara, Calif., with the hire of Cory Boggs as managing director, wealth adviser. Boggs brings more than 15 years of experience advising entrepreneurs, business owners and multi-generational families of wealth on both public and private market investing strategies and wealth planning. Prior to joining Cresset, Boggs served as a wealth manager with Manchester Capital Management, where he managed more than $600 million on behalf of clients and conducted investment research, provided financial guidance to clients and managed client investment portfolios.
Previously, Boggs was an assistant vice president at City National Bank in Los Angeles, where he worked in the private bank as an investment analyst. He earned his Chartered Financial Analyst (CFA) designation in 2016 and is a member of the CFA Society of Los Angeles. He is also a Certified Financial Planner and a Chartered Alternative Investment Analyst.
Bog
