Industry Advocate and Thought Leader
- Allianz Behavioral Finance Institute
- American Society of Pension Professionals and Actuaries (”ASPPA”)
- NAPA – Government Affairs Council
- Northwestern University Adjunct Professor
- Profit Sharing Council of America
- UCLA – Executive Education Instructor
Nationally Recognized
- 401kWire – Top 10
- ASPPA
- Institutional Investor – Top 20
- Morningstar – Top 10
- PLANSPONSOR – Top 3
- Barron’s Magazine – Top 10
We love what we do and it shows
Sheridan Road partners with leaders in corporate, not-for-profit, public policy and higher education to help implement an effective and responsive strategic vision. Together, we evaluate future growth, geographic diversification, investments, processes, and people to preserve quality service and adjust to future trends.
Barron’s 2015 & 2016 Top Institutional Consultants are evaluated based on institutional investment assets overseen and revenue generated, number of clients, number of team members and their regulatory records, advanced professional designations and accomplishments. PLANSPONSOR 2015 Retirement Plan Advisers of the Year teams are nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Those who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination. NAPA – Chris Karam and Christopher Nickoloff’s 2016 NAPA Young Guns awards were nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and future industry leadership potential. ASPPA – Jim O’Shaughnessy’s 2011 award was nominated by industry professionals and selected by a panel of industry peers based on leadership, innovation and contributions to the retirement plan industry.
