Chicago, IL – July 5, 2016 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm, announced today that it has hired Janie Bock on full time as a Marketing Associate based in Chicago and David Radowski as a Financial Analyst based in Milwaukee. As a graduate of Indiana University in Journalism and Marketing, Ms. Bock will manage most aspects of corporate communications for Sheridan Road. David received a business degree from the University of Wisconsin Eau-Claire and has been in the Financial Services industry for several years. Most recently he was with OneAmerica as an Education Consultant and Wells Fargo as a Trust Associate. David will join the Sheridan Road relationship management team, managing reporting and analytics. “We are very enthusiastic about Janie joining Sheridan Road and spearheading our marketing strategies,” says Daniel Bryant, Managing Partner. “David will also be a critical team member of the relationship management efforts,” added Bryant.
About Sheridan Road Financial
Headquartered in Chicago, Illinois, Sheridan Road Financial provides institutional investment consulting and private wealth management services to its clients. The Company has received a number of awards including being named the 2015 Retirement Plan Adviser Multi-office Team of the Year* by PLANSPONSOR Magazine as well as being named by Barron’s magazine as the #4 ranked Institutional Consultant for 2016**. The Company has offices in Chicago, Denver, Indianapolis, Louisville, Milwaukee, Minneapolis, Nashville, Northbrook and Tampa. For more information, please visit www.sheridanroad.com.
*PLANSPONSOR Magazine 2016 Retirement Plan Adviser Multi-Office Team of the Year award nominations are by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor Retirement Professional Designation receive an automatic nomination.
**Barron’s 2016 award recognition is based on an evaluation of institutional investment assets overseen and revenue generated, number of clients, number of team members and designations and accomplishments.
About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ:LPLA), is a leader in the retail financial advice market and served $460 billion in advisory and brokerage assets as of Feb. 29, 2016. LPL is one of the fastest growing RIA custodians and is the nation’s largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2016). The Company provides proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and over 700 banks and credit unions, enabling them to help their clients turn life’s aspirations into financial realities.
Advisors associated with LPL also service an estimated 40,000 retirement plans with an estimated $118 billion in retirement plan assets, as of December 31, 2015. LPL also supports more than 4,000 financial advisors licensed and affiliated with insurance companies with customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have more than 3,400 employees with primary offices in Boston, Charlotte, and San Diego. For more information, please visit www.lpl.com.
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