Justin Fisk Earns CFA® Designation

Northbrook, IL – November 22, 2019 – Sheridan Road Financial, a division of HUB International, is pleased to announce that Justin Fisk, Senior Vice President, has earned the Chartered Financial Analyst (CFA®) designation. The CFA curriculum requires charterholders to pass three separate levels of exams that test critical knowledge, skills and abilities needed for an investment role today. Of the 38,377 candidates who sat for the Level III exam, 56 percent passed, earning eligibility to become CFA® charterholders. [1]

 “We’re thrilled to congratulate Justin on his accomplishment, and proud to call him part of the Sheridan Road Investment Team,” said Jim O’Shaughnessy, President, Retirement and Private Wealth. “His expertise, gained through this program, will support our continued pursuit of outstanding investment services for our clients.”

The CFA Program curriculum constantly evolves to current investment practice and ensures that candidates who complete the program are equipped with relevant and current knowledge and skills. The curriculum which candidates studied this year includes an overview of fintech (including two new ethics case studies), machine learning, and professionalism in investment management.

[1] https://www.cfainstitute.org/en/about/press-releases/2019/more-than-21000-candidates-complete-cfa-program

About Sheridan Road

Sheridan Road Financial, a division of HUB International, is passionate about helping Americans Choose Their Day to retire and launch version 2.0 of their life, whether that involves pursuing a new hobby, volunteering for a cause or spending more time with family. Their services include consulting on institutional investments and executive benefits, as well as financial planning, wealth management and participant services. Sheridan Road Financial has been recognized in Barron’s Top Institutional Consultants, PLANADVISER’s Top 100 Retirement Plan Advisers, the National Association of Plan Advisors (NAPA)’s Top DC Advisor Teams and the Financial Times’ Top 401 Retirement Plan Advisors.

2016-2019 Barron’s Top Institutional Consultants is based on institutional investment assets overseen and revenue generated, number of clients, number of team members and their regulatory records, advanced professional designations and accomplishments. 2017-2019 Financial Times award given to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record. 2017 NAPA Top DC Advisors selected based solely on defined contribution (DC) plan assets under advisement as reported directly by nominees. 2015-2019 PLANADVISER awards selected based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees.

About Hub International

Headquartered in Chicago, Illinois, Hub International Limited is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. With more than 11,000 employees in offices located throughout North America, Hub’s vast network of specialists provides peace of mind on what matters most by protecting clients through unrelenting advocacy and tailored insurance solutions. For more information, please visit www.hubinternational.com.


Media Contacts

Sarah Glowiak, Marketing Associate
Sheridan Road Financial, a division of HUB International
224-765-0791
sglowiak@sheridanroad.com

Jessica Wiltse, Senior Communications Manager
HUB International Limited
312-596-7573
jessica.wiltse@hubinternational.com

Securities offered through LPL Financial, Member FINRA/SIPC. Advisory services offered through Sheridan Road Advisors, LLC, a HUB International Company and SEC registered investment adviser. Sheridan Road Financial, Sheridan Road Advisors, and HUB International are separate entities from LPL Financial.

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