HUB International Acquires the Assets of Illinois-based Sheridan Road Financial LLC

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 […]

Sheridan Road Congratulates Four Advisors Named to 2018 Financial Times 401 Top Retirement Advisers

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!

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 – […]

Sheridan Road to Host First SKYSCAPE SYMPOSIUM for Wealth Management Industry

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 […]

Sheridan Road Financial Launches Registered Investment Adviser

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 Senior Executive as General Counsel and Chief Compliance Officer

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 […]

Sheridan Road Financial Hosts Largest and Best Attended Kohler Retirement Plan Advisor Conference

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 […]

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

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 […]

Sheridan Road Announces Support of Women in Pensions Network

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 […]

Sheridan Road Financial Named in the Top 10 of NAPA Top DC Advisor Firms

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 […]

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 27, 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 […]