Michael Bober, CFP®, CIMA®, CEPA®, 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.
Michael has 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. Before becoming an investment advisor, Michael was a certified public accountant with a national accounting firm.
Michael earned a Bachelor of Science from Rutgers University and holds the Certified Financial Planner (CFP®) designation. He earned the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute through coursework at the Wharton School of the University of Pennsylvania and is a Certified Exit Planning Advisor® (CEPA®), with experience helping business owners navigate transition strategies. Michael and his wife live in Boca Raton and are actively involved with various charities in South Florida. They enjoy traveling, staying active and spending time with their three daughters.