For Immediate Release
(Chicago, Illinois) Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that the firm has hired Linda Coffey as a senior member of the team in the Chicago office. Linda will join the firm as Managing Director of Investment Research. “We are extremely excited to have Linda join our team and help Sheridan Road expand our presence within the larger institutional market segment. She also brings a deep investment experience that will significantly expand our already existing research efforts. We are thrilled to have her join the team,” says 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. In addition to Chicago, the Company has offices in Denver, Indianapolis, Louisville, Milwaukee, Minneapolis, Nashville, Northbrook and Tampa. For more information, please visit www.sheridanroad.com.
Linda Coffey is Managing Director of Investment Research at Sheridan Road Financial, based in C, IL. In her role, Linda provides investment research as well as assisting the CIO in implementing the firm’s investment strategy, manager due diligence and oversight. Previously, she was a co-founder and Senior Consultant at DiMeo Schneider & Associates where she provided a full range of advisory services to defined contribution plans, endowments, foundations and other institutional pools of assets for over 20 years. This included advice and counsel on all areas of plan and investment management oversight including policy, asset allocation, manager research, portfolio structure, portfolio rebalancing, performance monitoring and investment policy; vendor oversight and assisting fiduciaries in addressing their fiduciary responsibilities in oversight and governance.
*Teams are nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients. Those who have attained the PLANSPONSOR Retirement Professional Designation receive an automatic nomination.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Sheridan Road Advisors LLC, a registered investment advisor. Sheridan Road Advisors, LLC and Sheridan Road Financial, LLC are separate entities from LPL Financial.