What changed

Co-leader of 16-person team moving from UBS to Cresset, establishing Cresset's first Boca Raton office.

Reported / discovered

Aug 25, 2026

Effective

Not reported

New role

Managing Director, Wealth Advisor

Previous role

Not reported

Market

Boca Raton, FL

Reported book

$4B

Reported team size

16 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.