Cory Boggs is a Managing Director, Wealth Advisor at Cresset, where he focuses on building and managing long-term relationships with clients, including multigenerational families, business owners, executives, high-net-worth individuals, and nonprofit endowments. He works with clients to tailor portfolio management and help align investment strategies with each client’s broader financial objectives. In addition, he provides clients guidance on tax and estate planning considerations, wealth transfer strategies, financial education, and philanthropy.
Previously, Cory was a Wealth Manager at Manchester Capital and a member of the firm’s Strategy Group, where he supported the firm’s asset allocation process, analyzed investment managers and strategies, and helped with investment strategy implementation. He primarily worked with clients by providing financial guidance and managing their portfolios. Earlier in his career, Cory served as an Assistant Vice President at City National Bank in Los Angeles, where he worked in the Private Bank as an Investment Analyst.
Cory holds the Chartered Financial Analyst, Certified Financial Planner™ and Chartered Alternative Investment Analyst designations and is a member of the CFA Society Los Angeles. He earned a Bachelor of Arts from the University of South Carolina with concentrations in finance and marketing.
Outside of work, Cory enjoys spending time with his wife and four children, traveling, playing tennis and soccer, and going to the beach with friends and family.