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.
How to Effectively Use Your NQ Plan to Gain a Competitive Advantage in Today’s Marketplace.