Cresset Welcomes Experienced Wealth Advisor Cory Boggs to Expand Santa Barbara Presence
Cresset, a premier multi-family office and private investment firm, is making significant strides in enhancing its presence in Santa Barbara with the strategic hiring of Cory Boggs as a Managing Director and Wealth Advisor. Boggs, a seasoned expert in wealth management, brings over 15 years of experience, tailored specifically towards assisting entrepreneurs, business owners, and families with generational wealth. He previously managed assets exceeding $600 million while at Manchester Capital Management, where he excelled in investment research, portfolio management, and providing comprehensive financial advice to his clientele.
Cory Boggs expressed his enthusiasm about joining Cresset, highlighting his alignment with the firm's integrated family office model that provides customized advice for increasingly sophisticated client needs. He stated, 'I have always been passionate about helping clients navigate the complexities associated with wealth creation and preservation. Cresset's commitment to personalized client service and a collaborative culture makes it an ideal place for me to contribute and grow.'
Previously in his career, Boggs held the position of Assistant Vice President at City National Bank in Los Angeles, focusing on private banking and investment analysis. Achieving notable credentials, he earned his Chartered Financial Analyst (CFA) designation in 2016 and is a proud member of the CFA Society of Los Angeles. Additionally, he is a Certified Financial Planner (CFP®) and also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Jessica Malkin, the Chief Growth Officer at Cresset, shared her excitement about Boggs' addition, stating, 'His reputation as a thoughtful advisor and trusted partner to wealth creators complements our mission perfectly. His investment expertise and client-oriented approach will undoubtedly bring substantial value to our team and clients.'
Cory is an alumnus of the University of South Carolina, holding a Bachelor of Arts with concentrations in Finance and Marketing. Outside of work, he finds joy in spending quality time with his wife and children, enjoying beach outings, playing tennis, and exploring new travel destinations.
Cresset operates with a unique and independent model that integrates investment advisory services, private market access, trust services, tax strategy, and family governance. This comprehensive framework is designed for families as they confront liquidity events, manage concentrated positions, or engage in generational wealth transfer.
As the demand for integrated wealth management continues to grow, Cresset seeks to offer coordinated advice that harmonizes investment strategy and planning under a single, aligned platform. The firm positions itself as a leader in reimagining the wealth experience, driven by a commitment to client service and long-term relationship building. Cresset’s ethos resonates with its aim to ensure that wealth serves to elevate lives, standing out as a beacon for families navigating the modern financial landscape.
With Boggs’ addition, Cresset not only expands its capabilities within Santa Barbara but also reinforces its position as a top-tier firm, recognized by prestigious publications like Barron's and Forbes among the finest multi-family offices in the nation. Boggs’ extensive experience promises to enhance the firm’s service offerings and contribute to the continued success of its clients, ensuring they receive the personalized, entrepreneurial, and client-first approach that has become synonymous with Cresset.
As Cory Boggs embarks on this new chapter at Cresset, the firm and its clients eagerly anticipate the positive impacts of his expertise and dedication, marking a new era of potential for client relationships across Santa Barbara and beyond.
Cory Boggs expressed his enthusiasm about joining Cresset, highlighting his alignment with the firm's integrated family office model that provides customized advice for increasingly sophisticated client needs. He stated, 'I have always been passionate about helping clients navigate the complexities associated with wealth creation and preservation. Cresset's commitment to personalized client service and a collaborative culture makes it an ideal place for me to contribute and grow.'
Previously in his career, Boggs held the position of Assistant Vice President at City National Bank in Los Angeles, focusing on private banking and investment analysis. Achieving notable credentials, he earned his Chartered Financial Analyst (CFA) designation in 2016 and is a proud member of the CFA Society of Los Angeles. Additionally, he is a Certified Financial Planner (CFP®) and also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Jessica Malkin, the Chief Growth Officer at Cresset, shared her excitement about Boggs' addition, stating, 'His reputation as a thoughtful advisor and trusted partner to wealth creators complements our mission perfectly. His investment expertise and client-oriented approach will undoubtedly bring substantial value to our team and clients.'
Cory is an alumnus of the University of South Carolina, holding a Bachelor of Arts with concentrations in Finance and Marketing. Outside of work, he finds joy in spending quality time with his wife and children, enjoying beach outings, playing tennis, and exploring new travel destinations.
Cresset operates with a unique and independent model that integrates investment advisory services, private market access, trust services, tax strategy, and family governance. This comprehensive framework is designed for families as they confront liquidity events, manage concentrated positions, or engage in generational wealth transfer.
As the demand for integrated wealth management continues to grow, Cresset seeks to offer coordinated advice that harmonizes investment strategy and planning under a single, aligned platform. The firm positions itself as a leader in reimagining the wealth experience, driven by a commitment to client service and long-term relationship building. Cresset’s ethos resonates with its aim to ensure that wealth serves to elevate lives, standing out as a beacon for families navigating the modern financial landscape.
With Boggs’ addition, Cresset not only expands its capabilities within Santa Barbara but also reinforces its position as a top-tier firm, recognized by prestigious publications like Barron's and Forbes among the finest multi-family offices in the nation. Boggs’ extensive experience promises to enhance the firm’s service offerings and contribute to the continued success of its clients, ensuring they receive the personalized, entrepreneurial, and client-first approach that has become synonymous with Cresset.
As Cory Boggs embarks on this new chapter at Cresset, the firm and its clients eagerly anticipate the positive impacts of his expertise and dedication, marking a new era of potential for client relationships across Santa Barbara and beyond.
Topics Financial Services & Investing）
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