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
Caitlynn Castil
Human Resources Manager
Michael Driscoll, AIF®
Managing Director
Tim Feldheim
Managing Director
Justin Fisk
Portfolio Analyst
Sheri Fitts
Chief Marketing Officer
Adrianne Gibbons
Vice President & Relationship Manager
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
Jim O'Shaughnessy, AIF®
Managing Partner
Brett Ramsey
Managing Director
Judy Roman
Administrative Assistant
Cindy Ruble
Director of Marketing & Communications
Jeff St. John, MBA, 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
