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
Cheryl Huyler
Billing Manager
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
