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Ed Ventrice

In PWD coverage since August 25, 2026 · 3 stories
PWD coverage
Moves

Cresset's Boca Raton liftout is a CPA template with $4 billion attached

A 16-person UBS team with two CPA-trained principals shows what pulls wirehouse teams into the independent channel: family-office structure, ahead of payout.
Moves · Aug 25Cresset pulls $4B UBS team into Boca Raton
Moves · Aug 25Cresset's Platform Pitch Pulls a $4B UBS Team
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