Our Team
Sheridan Road is an independent investment consulting and advisory firm. We are knowledgeable professionals, yet we are so much more. We are also a caring, responsive group of individuals who collectively deliver advanced, comprehensive strategies to create an enriching client experience.
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Alona W. Anspach, CFP, CDFA
Managing Director
Matt Bruce, CFP
Vice President
Daniel R. Bryant
Managing Partner, Chief Executive Officer
Karen Campbell
Chief Financial Officer
Megan Carroll
Vice President & Relationship Manager
Caitlynn Castil
Human Resources Manager
Michael Driscoll, PPC, AIF
Managing Director
Tim Feldheim
Managing Director
Justin Fisk
Portfolio Analyst
Sheri Fitts
Chief Marketing Officer
Sarah Glowiak
Marketing Associate
Calla Gorman, CRPC®
Vice President & Relationship Manager
Randy Grose
Managing Director
Peter Hass, CFP
Managing Director
James Jaramillo, AIF
Vice President & Relationship Manager
Rob Johnson, AIF
Managing Director
Chris Karam, CIMA
Chief Investment Officer
Steven Kellar, CFP
Managing Director
Paul Kubasiak
Senior Investment Analyst
Brandon Lewis
Client Relationship Specialist
Sheryl Lewis
Office Manager
Samantha Nielsen
Customer Service Associate
Jim O'Shaughnessy, AIF
Managing Partner
Brett Ramsey
Managing Director
Brian Ramsey*, CFP, ChFC
Managing Director
Judy Roman
Administrative Assistant
Cindy Ruble
Director of Marketing & Communications
Jeff St. John, CRPC
Managing Director
Mark Tonelli, AIF ®
Managing Director
Jay Warren, RICP, MBA
Managing Director
Jeremy Weith, AIF
Director of Operations
Charles Williams, CFP, AIF, AAMS, CRPC, CRPS
Managing Director
