Barron’s Magazine Names Sheridan Road Financial to Top Institutional Consultants List

Firm Named the No. 3 Advisor Team in the Country for Institutional Consulting Chicago, IL –  July 17, 2017– Sheridan Road Financial in was recently named a Top Institutional Consultant […]

Sheridan Road Financial Participates in National Retirement Planning Week

FOR IMMEDIATE RELEASE                                                                                              Sheridan Road Financial Participates in National Retirement Planning Week Chicago, IL – March 30, 2017 – Sheridan Road Financial, a leading national institutional investment consulting and private […]

Sheridan Road Financial Welcomes Troy Tarr

Chicago, IL – March 29, 2017 – Sheridan Road Financial, a leading national institutional investment consulting and private wealth management firm announced today that it has hired Troy Tarr as […]

Sheri Fitts Joins Sheridan Road Financial as Chief Marketing Officer

Chicago, IL – February 9, 2017 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that it has hired Sheri Fitts as its […]

Sheridan Road Financial Expands Denver Team

Chicago, IL – January 17, 2017 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that it has hired Randy Grose as a […]

Sheridan Road Financial Acquires Compass Benefit Partners

FOR IMMEDIATE RELEASE Sheridan Road Financial Acquires Compass Benefit Partners Northbrook, IL – December 7, 2016 – Sheridan Road Financial (“Sheridan Road” or the “Firm”) announced today that they had […]

Sheridan Road Financial Welcomes New Senior Wealth Manager

FOR IMMEDIATE RELEASE          Sheridan Road Financial Welcomes New Senior Wealth Manager Northbrook, IL – November 16, 2016 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management […]

Jim O’Shaughnessy Named to 2016 Financial Times 401 Top Retirement Plan Advisers

Northbrook, IL – September 15, 2016 – Sheridan Road is pleased to announce that Jim O’Shaughnessy has been named to the 2016 edition of the Financial Times 401 Top Retirement […]

Sheridan Road Financial Welcomes Ryan Carey

Northbrook, IL – August 12, 2016 – Ryan Carey joined Sheridan Road Financial as a wealth manager and Senior Vice President in 2016. With more than ten years of experience […]

Sheridan Road Charitable Foundation Partners With Barrington Honor Ride & Run

Barrington, Illinois, August 4, 2016 — The Sheridan Road Charitable Foundation continues its generous support of local charitable organizations through a sponsorship and creation of the Sheridan Road Racing Team […]