Cresset Hires Advisor Who Managed $600 Million
Cresset hires Cory Boggs for its Santa Barbara office after he managed more than $600 million for clients at Manchester Capital Management.
Cresset has expanded its Santa Barbara office by hiring Managing Director, Wealth Advisor Cory Boggs, CFA, CAIA, CFP®. Boggs brings more than 15 years of experience advising entrepreneurs, business owners, and multi-generational families on investing and wealth planning. He previously managed more than $600 million for clients as a Wealth Manager at Manchester Capital Management. The hire adds investment research, financial guidance, and portfolio management experience to Cresset’s Santa Barbara team.
Experience With Wealth Planning
Before Manchester Capital Management, Boggs worked as an Assistant Vice President and Investment Analyst in the Private Bank at City National Bank in Los Angeles. He earned the CFA designation in 2016, is a member of the CFA Society of Los Angeles, and also holds CFP® and CAIA credentials.
Cory Boggs, Managing Director, Wealth Advisor at Cresset, said:
“Throughout my career, I've been passionate about helping entrepreneurs, business owners, and multi-generational families navigate the complexities that come with building and preserving significant wealth. Cresset's integrated family office model, collaborative culture, and commitment to delivering highly personalized advice make it, from my perspective, an exceptional platform to serve clients with increasingly sophisticated needs. I'm excited to join such a talented team and look forward to helping expand Cresset's presence in Santa Barbara while delivering meaningful, long-term outcomes for the families we serve.”
Santa Barbara Team Expansion
Cresset’s model combines investment advisory, private markets access, trust services, tax strategy, family governance, and other family office capabilities. The firm said this approach is designed to coordinate investment strategy, planning, and family office services for families managing liquidity events, concentrated positions, and generational wealth transfer.
Jessica Malkin, Chief Growth Officer at Cresset, said:
“We are thrilled to welcome Cory to Cresset. He has built an outstanding reputation as a thoughtful advisor and trusted partner to entrepreneurs, business owners, and multi-generational families. His deep investment expertise, planning capabilities, and client-first approach make him an excellent addition to our growing Santa Barbara team, and we're excited about the value he'll bring to our clients and colleagues alike.”
A New Local Resource
Boggs earned a Bachelor of Arts from the University of South Carolina with a concentration in Finance and Marketing.
