A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Wednesday, October 7, 2026The Morning Brief →Sign in
← Back to results
Team move

Michael Bober

UBS Financial Services → Cresset

Reported

What changed

Veteran advisor and co-leader of 16-person team moving from UBS to Cresset.

Reported / discovered
Aug 25, 2026
Effective
Not reported
New role
Advisor
Previous role
Not reported
Market
Boca Raton, FL
Reported book
$4B
Reported team size
16 people
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

Financial Advisor Magazine ↗Aug 25, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.