Sheridan Road News

Sheridan Road in the News

• SECURE Act | Top 10 Key ProvisionsJanuary 13, 2020

                    Download the Top 10 Key Provisions for the SECURE Act here.   

• Justin Fisk Earns CFA® DesignationNovember 22, 2019

  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 […]

• Sheridan Road Financial Welcomes Michael FlahavenNovember 21, 2019

  Chicago, IL – November 21, 2019 – Sheridan Road Financial, an award-winning institutional investment consulting and private wealth management group, announced today that it has hired Michael Flahaven as a […]

• Sheridan Road Congratulates Advisors Named to 2019 Financial Times 401 Top Retirement AdvisersOctober 10, 2019

  MICHAEL DRISCOLL AND JIM O’SHAUGHNESSY RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING Chicago, IL – October 10, 2019 –Sheridan Road Financial, a division of HUB International is excited to announce that […]

• HUB International Acquires the Assets of Illinois-based Sheridan Road Financial LLCJanuary 9, 2019

  Chicago, January 9, 2019 – Hub International Limited (Hub), a leading global insurance brokerage, announced today that it has acquired the assets of Sheridan Road Financial LLC and certain of its […]

• Sheridan Road Congratulates Four Advisors Named to 2018 Financial Times 401 Top Retirement AdvisersSeptember 28, 2018

  MICHAEL DRISCOLL, JIM O’SHAUGHNESSY, MARK TONELLI AND CHARLES WILLIAMS RECOGNIZED IN TOP FINANCIAL ADVISOR LISTING Chicago, IL – September 28, 2018 –Sheridan Road Financial is excited to announce that Michael Driscoll, […]

• Sheridan Road Financial to Launch National Choose Your Day!September 18, 2018

  SHERIDAN ROAD FINANCIAL TO LAUNCH NATIONAL CHOOSE YOUR DAY! ON FRIDAY, APRIL 12, 2019, TO HIGHLIGHT IMPORTANCE OF RETIREMENT PLANNING FOR ALL AMERICANS Chicago, IL – September 18, 2018 – […]

• Sheridan Road to Host First SKYSCAPE SYMPOSIUM for Wealth Management IndustrySeptember 13, 2018

  ONE-DAY FALL 2018 EVENT TO ATTRACT NATION’S TOP WEALTH MANAGEMENT ADVISORS, INDUSTRY THOUGHT LEADERS AND FINANCIAL SERVICES FIRMS Chicago, IL – September 13, 2018 – Building on its reputation for […]

• Sheridan Road Financial Launches Registered Investment AdviserSeptember 6, 2018

  Chicago, IL – September 6, 2018 – On the heels of more than a decade of steady growth and expansion, and with a continued drive toward innovation and serving the […]

• Sheridan Road Financial Welcomes Senior Executive as General Counsel and Chief Compliance OfficerAugust 7, 2018

  SHERIDAN ROAD FINANCIAL WELCOMES KIM SHAW ELLIOTT AS FIRM CONTINUES TO EXPAND Chicago, IL – August 7, 2018 – Sheridan Road Financial, LLC, the 4th ranked Institutional Consulting and Private […]

• Sheridan Road Financial Hosts Largest and Best Attended Kohler Retirement Plan Advisor ConferenceAugust 7, 2018

  GROWING PEER-TO-PEER CONSORTIUM OF PLAN PROVIDERS, RECORDKEEPERS, CONSULTANTS AND PLAN ADVISORS CONTINUES TO DRIVE INNOVATION IN RETIREMENT INDUSTRY Chicago, IL – August 7, 2018 – Sheridan Road Financial, LLC hosted […]

• Barron’s Names Sheridan Road Financial to Top Institutional Consultants ListMay 7, 2018

  FIRM CELEBRATES ANOTHER YEAR IN THE TOP FIVE Chicago, IL – May 7, 2018 – Sheridan Road Financial was recently ranked as the #4 leading institutional consultant in the country […]

• Sheridan Road Announces Support of Women in Pensions NetworkApril 25, 2018

  April 25, 2018 — Chicago, IL — Sheridan Road Financial announced its sponsorship of the Women in Pensions Network (“WiPN”) this month. The Women in Pensions Network is a non-profit organization […]

• Sheridan Road Financial Named in the Top 10 of NAPA Top DC Advisor FirmsJanuary 4, 2018

  January 4, 2018 — Northbrook, IL — The National Association of Plan Advisors recently released its list of top DC advisor firms based on defined contribution assets under advisement. Sheridan […]

• Sheridan Road Announces Next Gen Retirement RoadshowSeptember 27, 2017

  Symposiums aim to equip Human Resources, benefits and leadership teams with information and ideas to expand and enhance their organization’s retirement plan in 2018 and beyond. September 27, 2017 — […]

• Barron’s Magazine Names Sheridan Road Financial to Top Institutional Consultants ListJuly 18, 2017

  Firm Named the No. 3 Advisor Team in the Country for Institutional Consulting Chicago, IL –  July 17, 2017– Sheridan Road Financial in was recently named a Top Institutional Consultant […]

• Sheridan Road Financial Participates in National Retirement Planning WeekMarch 30, 2017

  FOR IMMEDIATE RELEASE                                                                                              Sheridan Road Financial Participates in National Retirement Planning Week Chicago, IL – March 30, 2017 – Sheridan Road Financial, a leading national institutional investment consulting and private […]

• Sheridan Road Financial Welcomes Troy TarrMarch 29, 2017

  Chicago, IL – March 29, 2017 – Sheridan Road Financial, a leading national institutional investment consulting and private wealth management firm announced today that it has hired Troy Tarr as […]

• Sheri Fitts Joins Sheridan Road Financial as Chief Marketing OfficerFebruary 17, 2017

  Chicago, IL – February 9, 2017 – Sheridan Road Financial, a leading institutional investment consulting and private wealth management firm announced today that it has hired Sheri Fitts as its […]

• Sheridan Road Financial Expands Denver TeamJanuary 17, 2017

  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 […]