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Sheridan B. Grace
Sheridan B. Grace

Financial Advisor,
Relationship Manager

  • Rocky Mount, NC
  • The Notebook
  • My father, Jerry Seinfeld, and Margaret Thatcher
  • Challenges are what make life interesting and overcoming them is what makes life meaningful.
  • Honesty, integrity, and humility

Financial Advisors

Sheridan Grace is a wealth management financial advisor based in New Orleans, LA.

CAPTRUST welcomed Sheridan in 2021. She currently serves as a financial advisor and relationship manager, responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors.

Sheridan joined CAPTRUST from Crescent Capital Consulting, where she served as the executive vice president of finance and the firm’s chief compliance officer, and she has worked in the industry since 2008. Sheridan holds a Bachelor of Science degree in economics from the University of North Carolina at Chapel Hill (UNC) and a Master of Accounting degree from UNC’s Kenan-Flagler Business School.

Outside of work, Sheridan enjoys spending time with family and traveling. She is also actively involved in the philanthropic community, including work with the Hermann-Grima House, WYES, Audubon Zoo, and the Louisiana Cancer Research Center.

Education

  • Master of Accounting degree from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill
  • Bachelor of Science degree in economics from the University of North Carolina at Chapel Hill
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