Cresset Adds $4B Boca Raton Team From UBS

Published on August 25, 2026

The 16-person group, led by Michael Bober and Ed Ventrice, establishes the firm's first office in Boca Raton and strengthens its South Florida footprint.

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Cresset Expands Into Boca Raton By Adding $4B Advisory Team

August 25, 2026
The 16-person team today left UBS Financial to join the UHNW advisor.

Minutes of the Board's discount rate meetings on July 20 and July 29, 2026

August 25, 2026
Minutes of the Board's discount rate meetings on July 20 and July 29, 2026