Cresset has announced that it is expanding to Boca Raton, Fla., with the addition of a 16-person advisory team led by Michael Bober and Ed Ventrice. The team previously managed approximately $4 billion in client assets for UBS. The team also includes Michael MacDonald, William Marino, Sarah Ponczek and Alex Santos.
Bober and Ventrice each bring more than three decades of experience advising corporate executives, business owners, high-net-worth individuals, multigenerational families, foundations and endowments, and professional athletes. Together with their team, they specialize in comprehensive wealth management, institutional consulting, business succession planning and addressing the complex needs of families with significant wealth.
Before joining Cresset, Bober and Ventrice both served as managing directors with UBS Financial Services. Before transitioning to wealth management, each worked as a certified public accountant with a national accounting firm. Their acc
