Sheridan Road Announces Next Gen Retirement Roadshow

Symposiums aim to equip Human Resources, benefits and leadership teams with information and ideas to expand and enhance their organization’s retirement plan in 2018 and beyond. September XX, 2017 — […]

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 […]