Our Team
Sheridan Road is an 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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Alex Pietras
Client Service Associate
Betsy Sorensen
Executive Assistant
Cheryl Huyler
Billing Manager
Daniel Bryant
President, National Sales, Retirement and Private Wealth
Eric Boldger
Financial Advisor
Eugene Rogatnik
Relationship Manager
Ignacio Morrell
Senior Retirement Relationship Manager
Jeremy Weith, AIF®
Managing Director
Jim O’Shaughnessy, AIF®
Managing Partner
Justin Fisk, CFA®
Portfolio Analyst
Karen Campbell
Chief Operating Officer
Katie Dalton
Senior Relationship Manager
Mark Tonelli, AIF ®
Managing Director
Matt Bruce, CFP®
Managing Director
Michael Campbell
Compliance and Operations Coordinator
Michael Driscoll, AIF®
Managing Director
Michael S. Flahaven, CFP®, AIF®, CPFA
Managing Director
Patrick Jordan
Financial Advisor
Peter Ladas
Managing Director
Randy Grose
Managing Director
Zarah Bautista
Client Service Associate
