Chicago, IL – January 17, 2017 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that it has hired Randy Grose as a Managing Director.
Randy has been focusing on retirement plan consulting since 1995. Prior to joining Sheridan Road, Randy worked as a Senior Pension Consultant with Arthur J. Gallagher and as a Pension Sales Representative with Standard Insurance. Randy’s approach is to perform a detailed analysis of both corporate and individual retirement plans. He then provides the appropriate strategies to work towards successful retirement outcomes.
Randy is also passionate about participant education, working with employees to better understand risk tolerance and asset allocation. Additionally, Randy strives to ensure employers understand their roles and responsibilities as fiduciaries to the plan(s). Randy holds his FINRA Series 63 and 7 with LPL Financial and Series 65 with Sheridan Road Advisors. Randy is an Accredited Investment Fiduciary (AIF®) and life and health licensed. Randy graduated from Indiana State University with his BS in Industrial Management and received his MBA from the University of Denver.
Randy joins the Denver team, Mark Tonelli and Rob Johnson. “Randy has a long history of working with Mark and Rob and he will help drive our continued success across Colorado and the entire region,” said Daniel Bryant, Managing Partner.
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.
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 $502 billion in advisory and brokerage assets as of Sept. 30, 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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*PLANSPONSOR Magazine 2015 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 sponsors. Those with the 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 team members, designations and accomplishments.