Associate, Wealth Advisor
John serves as an Associate, Wealth Advisor and supports Cresset’s Denver team. Specifically, he supports the Wealth Advisory team in constructing holistic financial plans and wealth strategies on behalf of clients.
Prior to Cresset, John worked in Financial Planning and Analysis as a Senior Financial Analyst for ServiceSource Inc, an enterprise solutions sales company, where he supported the P&L management for the firm’s largest sales region. Prior to his time at ServiceSource, John worked for Pioneer Landscape Centers, a private equity backed materials company where he helped with the daily financial and accounting needs of the business.
John graduated from Bucknell University from the Freeman College of Management, earning his Bachelor of Science with a concentration in Finance and Accounting.
Outside of work, John enjoys attending games of the local sports teams, as well as taking any opportunity to play golf and go skiing with friends and family.