The latest moves, appointments and personnel changes in wealth management in North America.

Cresset
Cresset, a US multi-family office and private investment firm, is expanding its Santa Barbara office with the hire of managing director, wealth advisor Cory Boggs (pictured).

In this newly-created position, 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, the firm said.

Prior to joining Cresset, Boggs served as a wealth manager with Manchester Capital Management, where he managed more than $600 million on behalf of clients, conducted investment research, provided financial guidance to clients, and managed client investment portfolios. Before that, he was an assistant vice president at City National Bank in Los Angeles, where he worked in the private bank as an investment analyst.

"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.

"He has built an outstanding reputation as a thoughtful advisor and trusted partner to entrepreneurs, business owners, and multi-generational families,” Cresset chief growth officer Jessica Malkin said. “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."