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Heather Pelant

In network coverage since August 25, 2026 · 1 story
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Moves

Cresset's Platform Pitch Pulls a $4B UBS Team

The 16-person group led by Michael Bober and Ed Ventrice gives Cresset its first Boca Raton office and deepens a South Florida push built on alternatives.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.