Cory Boggs is a CFP®, CFA®, and Series 66 license holder with 11 years of industry experience. He is currently with Cresset Asset Management, LLC, where he has worked since 2026. Prior to joining Cresset, he spent nine years at Manchester Capital Management LLC and held positions at City National Bank. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware investment approach that integrates strategic asset allocation, active and passive management, and a range of alternatives.

Amy Macleod is a financial advisor at Cresset Asset Management, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked at Manchester Capital Management LLC for 13 years. Outside of her advisory role, she is a partial owner of Kinevan Ranch, LLC. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, with a structured due diligence program that includes quantitative and qualitative manager review and private fund management.

Nathan Stoker is a CFP® professional affiliated with Cresset Asset Management, LLC, with four years of industry experience. He has previously worked at Created Wealth Advisory and UBS Financial Services, and spent four years at Pepperdine University. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes, including alternatives and private funds, supported by advanced tools such as artificial intelligence and machine learning.