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Cresset Expands Into Boca Raton By Adding $4B Advisory Team
Published on August 25, 2026
The 16-person team today left UBS Financial to join the UHNW advisor.
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15 Investment Must Reads for This Week (Aug. 25, 2026)
August 25, 2026
U.S. debt surpassing $40 trillion, global long-term yields spiking and U.S. Treasury Secretary Scott Bessent seeking to intervene have led bond investors to reassess. Private wealth alts products continue to raise funds, although flows into private credit have slowed. These are among the investment must reads for financial advisors this week.
Cresset Adds $4B Boca Raton Team From UBS
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.