John Sheffield

Associate Director, Wealth Advisor

John Sheffield is an Associate Director, Wealth Advisor with Cresset. He is focused on aligning client goals and objectives with their financial needs and serving as a trusted contact for all aspects of their lives.

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.