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 […]
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 […]
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 […]
Chicago, IL – July 5, 2016 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm, announced today that it has hired Janie Bock on full […]
“Brett and his team, Steve Davis, Justin Fisk, Brandon Lewis, and Cindy Ruble, are an ideal fit for Sheridan Road,” says Daniel Bryant, Managing Partner.
Firm Named the #4 Advisor Team in the Country for Institutional Consulting Chicago, IL – May 12, 2016 – Sheridan Road Financial in Chicago, Illinois. was recently named a Top […]
(Chicago, Illinois) Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that the firm has hired Linda Coffey as a senior member of the team in the Chicago office.
Sheridan Road Financial Chief Executive Officer, Daniel Bryant, was The Plan Sponsor University Adjunct Lecturer at Vanderbilt University on September 2nd.
Two members of IFP Plan Advisors, a division of Independent Financial Partners (IFP), a Tampa, Florida-based hybrid registered investment adviser, were selected as delegates to the National Association of Plan Advisors’ (NAPA) D.C. Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors, July 21-22.
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