MICHAEL DRISCOLL AND JIM O’SHAUGHNESSY RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING Chicago, IL – October 10, 2019 –Sheridan Road Financial, a division of HUB International is excited to announce that […]
Chicago, January 9, 2019 – Hub International Limited (Hub), a leading global insurance brokerage, announced today that it has acquired the assets of Sheridan Road Financial LLC and certain of its […]
MICHAEL DRISCOLL, JIM O’SHAUGHNESSY, MARK TONELLI AND CHARLES WILLIAMS RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING Chicago, IL – September 28, 2018 –Sheridan Road Financial is excited to announce that Michael Driscoll, […]
SHERIDAN ROAD FINANCIAL TO LAUNCH NATIONAL CHOOSE YOUR DAY! ON FRIDAY, APRIL 12, 2019, TO HIGHLIGHT IMPORTANCE OF RETIREMENT PLANNING FOR ALL AMERICANS Chicago, IL – September 18, 2018 – […]
ONE-DAY FALL 2018 EVENT TO ATTRACT NATION’S TOP WEALTH MANAGEMENT ADVISORS, INDUSTRY THOUGHT LEADERS AND FINANCIAL SERVICES FIRMS Chicago, IL – September 13, 2018 – Building on its reputation for […]
Chicago, IL – September 6, 2018 – On the heels of more than a decade of steady growth and expansion, and with a continued drive toward innovation and serving the […]
SHERIDAN ROAD FINANCIAL WELCOMES KIM SHAW ELLIOTT AS FIRM CONTINUES TO EXPAND Chicago, IL – August 7, 2018 – Sheridan Road Financial, LLC, the 4th ranked Institutional Consulting and Private […]
GROWING PEER-TO-PEER CONSORTIUM OF PLAN PROVIDERS, RECORDKEEPERS, CONSULTANTS AND PLAN ADVISORS CONTINUES TO DRIVE INNOVATION IN RETIREMENT INDUSTRY Chicago, IL – August 7, 2018 – Sheridan Road Financial, LLC hosted […]
FIRM CELEBRATES ANOTHER YEAR IN THE TOP FIVE Chicago, IL – May 7, 2018 – Sheridan Road Financial was recently ranked as the #4 leading institutional consultant in the country […]
April 25, 2018 — Chicago, IL — Sheridan Road Financial announced its sponsorship of the Women in Pensions Network (“WiPN”) this month. The Women in Pensions Network is a non-profit organization […]
January 4, 2018 — Northbrook, IL — The National Association of Plan Advisors recently released its list of top DC advisor firms based on defined contribution assets under advisement. Sheridan […]
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 27, 2017 — […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
