Ed Ventrice, CFP®, CIMA®, is an Executive Managing Director, Wealth Advisor at Cresset’s Boca Raton office. He works with corporate executives, business owners, high-net-worth individuals, multigenerational families and professional athletes to address their wealth management needs.
Ed brings more than 30 years of experience in wealth management. Prior to Cresset, he was a senior member of the BV Group at UBS, where he also served as a UBS Institutional Consultant, providing guidance to sophisticated clients, foundations and endowments. Before becoming an investment advisor, Ed was a certified public accountant with a national accounting firm.
Ed earned a Bachelor of Science in accounting from the University of Florida. He holds the Certified Financial Planner (CFP®) designation and earned the Certified Investment Management Analyst® (CIMA®) designation through coursework at the Wharton School of the University of Pennsylvania. Ed previously held the Certified Exit Planning Advisor® (CEPA®) designation and has experience helping business owners navigate all phases of their transition strategies. He is actively involved with various boards and charitable organizations. Ed and his wife, Elyse, live in Boca Raton with their five children and enjoy fitness, biking, tennis, traveling and cooking.