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Wednesday, October 7, 2026The Morning Brief →Sign in
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Team move

Michael Bober

UBS → Cresset Capital Management

Reported

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

WealthManagement.com ↗Aug 25, 2026 · Reporting

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.

Oct 2, 2026Source evidence reconciled
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