John SheffieldAssociate Director, Private Wealth Client Service
How John Can Help You
John strives to be a trusted contact for clients and assist them in any of their financial endeavors or needs. He takes pride in providing efficient, accurate and personalized service for all clients.
What Makes John Knowledgeable
John joined Berman | Cresset in 2017 as an Investment Reporting Analyst and transitioned to a Client Service Associate in 2020. Before joining Berman | Cresset, 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 their Wealth Management division. John graduated from the University of Georgia Terry College of Business with a Bachelor of Business Administration in Finance.
Getting to Know John
John moved to Austin in 2020 with his girlfriend, Sydney, and their two dogs to join the Berman | Cresset Austin office. John loves spending his time taking his dogs to the park, playing golf, or enjoying an outdoor concert.