Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.
Deals & People January 28, 2011
Sheridan Road Embraces Wisconsin
Sheridan Road Financial, an investment advisory firm for middle-market corporate retirement plans, has opened an office in Milwaukee, Wisconsin.
Reported by PLANADVISER staff
Current Sheridan employees and Wisconsin-natives, Michael Kerrigan, Managing Director, and Jeremy Weith, Vice President, will be responsible for the firm’s expansion in Wisconsin. The company says both men are experienced retirement plan professionals with longstanding ties to the state. Both graduated from the University of Wisconsin.
Sheridan Road is headquartered in Northbrook, Illinois. Daniel Bryant, a Managing Partner of Sheridan Road, said in the company’s announcement, “This is an exciting time for Sheridan Road as we begin to expand our footprint geographically to better accommodate our clients who now span more than 20 different states.”
You Might Also Like:
Rethinking Opportunities for RIA Growth
OneDigital has revved up its pursuit of growth by aggressively building career pipelines and by utilizing artificial intelligence ‘coworkers.’
Advisers Step Up as Clients Face Market Uncertainty
During market swings and economic stress, advisers delivered steady guidance, reinforced their value and identified growth opportunities despite the volatility,...
AI Firm Jump Announces Integrations with eMoney and RightCapital
The partnerships allow advisers to keep financial plans updated without manual data entry.