Our People

John Sheffield

Client Service Associate

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. As a Client Service Associate, John takes pride in providing efficient, accurate and personalized service for all clients.

What Makes John Knowledgeable

John joined Berman Capital Advisors in 2017 as an Investment Reporting Analyst and transitioned to a Client Service Associate in 2020. Before joining BCA, 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 Capital Advisors Austin office. John loves spending his time taking his dogs to the park, playing golf, or enjoying an outdoor concert.