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Wednesday, October 7, 2026The Morning Brief →Sign in
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Cresset

In network coverage since August 26, 2026 · 16+ stories
2Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Michael Bober
Aug 25 · team liftout
Chris Tiano
Aug 25 · advisor move
Heather Pelant
Aug 25 · advisor move
Arrivals
Michael Bober
Aug 25 · from UBS Financial Services
Departures
None tracked.
Deal recordFull tracker →
Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage
Oct 4, 26Deal announcedNational Advisors Trust · $13 — coverage
Network coverage
book

Cresset-NAT combination would create a $13.1 billion trust platform for advisors

Cresset would move its $5.4 billion trust division onto National Advisors Trust's national charter, which already serves more than 340 wealth firms.
Deals & PE · Oct 6Cresset is pursuing National Advisors Trust to build a $13.1 billion trust platform
M&A · Oct 5Cresset pursues National Advisors Trust deal to build a $13.1B trust platform
move · Sep 29UBS hires Merrill's John Pham and Jimmy Yip below $10M production minimum
book · Sep 24The succession gap is a price nobody wrote down
move · Sep 23UBS freezes the grid and bets stability beats a check
The Close · Sep 18Mercer cut its borrowing cost 175 basis points. Now match it.
Moves · Sep 18Cresset Bought a Business, Not a $4 Billion Book
move · Sep 16Merrill recruits again while Morgan Stanley makes a capacity pitch
M&A · Sep 15Creative Planning is buying the gatekeeper, not the $4.3 trillion book
The Close · Sep 8The ethical will is the advisor retention play
move · Sep 4Rockefeller's double raid puts a price on the cap table pitch
move · Sep 1Cresset's $4B UBS grab resets the RIA pitch
move · Sep 1Cetera's enterprise channel becomes the $1B exit
Moves · Aug 26Cresset's Boca Raton liftout is a CPA template with $4 billion attached
Features · Aug 26The first institutional redemption will test evergreen liquidity
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