Associate Director, Private Wealth Client Services
John is an Associate Director, Private Wealth Client Services with Cresset. He serves as a trusted contact for clients and provides efficient and personalized service to meet their needs.
Prior to joining Cresset, John worked for Berman Capital Advisors as an Investment Reporting Analyst and transitioned to a Client Service Associate role in 2020. Before Berman, he worked as a Business Analyst with M&G Contractors, where he focused on purchasing and reporting. Prior to M&G, John interned for UBS Financial Services in its wealth management division.
John graduated from the University of Georgia Terry College of Business with a Bachelor of Business Administration in Finance.
John lives in Austin and loves taking his dogs to the park, playing golf, or enjoying an outdoor concert.