Cresset Adds Cory Boggs to Santa Barbara Wealth Management Team

Before moving to Cresset, Boggs served as a wealth manager at Manchester Capital Management. His career spans over 15 years, including a tenure as an investment analyst at City National Bank in Los Angeles. He holds the CFA, CAIA, and CFP designations, reflecting a focus on complex financial structures and alternative investment strategies. Jessica Malkin, Chief Growth Officer at Cresset, noted that Boggs’ reputation for client-first planning made him a strategic addition to the firm's advisory bench.

Cresset operates as an employee- and client-owned multi-family office, emphasizing an integrated approach to tax strategy, trust services, and family governance. The firm has been aggressively expanding its footprint, specifically aiming to serve clients facing liquidity events or large-scale wealth transfers. Boggs, a University of South Carolina graduate, will now focus on scaling the firm’s regional operations while managing the evolving needs of its high-net-worth clientele.