Patrick Jordan, Financial AdvisorPatrick Jordan serves as a Managing Director for Sheridan Road Advisors, a HUB International company, serving institutional clients. Patrick has over 25 years of experience in the retirement business working directly with Plan Sponsors and their employees over the years. He has worked closely with numerous sized employers on their benefit and retirement needs.

After beginning his career in the trust department of a local bank which introduced him to the retirement plan business, Patrick spent over 14 years in Fidelity Investments institutional retirement business. While at Fidelity, he served in a number of different roles including Institutional Participant Representative, Communications Consultant/Employee Meeting Specialist, Plan Sponsor Relationship Manager and for the majority of his time as an Account Executive selling Fidelity’s direct record keeping services. Prior to joining Sheridan Road in December of 2018, Patrick was a Managing Director at Stable Two Financial, a consulting firm dedicated to serving the holistic needs of institutional retirement plan sponsors.

His combined experience at Fidelity and Stable Two Financial gave him the unique opportunity to work with plan sponsors of all sizes and observe first-hand what most plan sponsors and participants need in terms of support from their providers and consultants/advisers. Patrick has touched virtually all areas of retirement plan management including plan administration, investment architecture design and investment selection/monitoring, participant communications strategy development and delivery, fee/cost analysis and fiduciary process management.

He has a BS in Economics from the University of Kentucky and holds the Certified Behavioral Certified Behavioral Finance AnalystTM (CBFA) designation from the Allianz Global Behavioral Finance Institute. He has served on several boards over his career.

Patrick Jordan
d: 513-321-1903
e: pjordan@sheridanroad.com