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.