Cresset has expanded its Santa Barbara office with the hire of Cory Boggs, CFA, CAIA, CFP, as managing director, wealth advisor.
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. He joins from Manchester Capital Management, where he was a wealth manager and managed more than $600 million on behalf of clients.
"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," Boggs said. "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."
Earlier in his career Boggs was an assistant vice president at City National Bank in Los Angeles, working in the private bank as an investment analyst. He earned his CFA charter in 2016 and holds a Bachelor of Arts from the University of South Carolina.
"We are thrilled to welcome Cory to Cresset," said Cresset chief growth officer Jessica Malkin. "His deep investment expertise, planning capabilities, and client-first approach make him an excellent addition to our growing Santa Barbara team."
Cresset states that its independent, employee- and client-owned multi-family office model integrates investment advisory, private markets access, trust services, tax strategy and family governance. Demand for that coordinated model, the firm notes, tends to rise around liquidity events, concentrated positions and generational wealth transfer — the same transition points that dominate family office agendas internationally.
UKFOS Editorial · 31 JULY 2026