Deals & People October 20, 2010

Royal Alliance Hires SVP of Recruiting

Royal Alliance Associates, an independent broker/dealer, hired Kevin Beard as Senior Vice President of Recruiting. 
Reported by

Previously, Beard worked for the Rehmann Group, where he served as Regional Director, responsible for recruiting and acquisition of wealth management firms.

In a press release, Art Tambaro, President and CEO of Royal Alliance, said, “Kevin is an excellent addition to our recruiting team. With his background and experience, I am confident that Kevin will be an integral component in our continuing efforts to attract leading financial advisors to our broker/dealer.”

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Royal Alliance has more than $41 billion in total account assets and more than 2,000 affiliated independent financial advisers. 

Deals & People October 19, 2010

Sheridan Road Financial Expands Senior Staff

Sheridan Road Financial, a provider of corporate advisory, corporate retirement, and wealth management services, has hired two investment consultants, Steven Kellar and Thomas Daney.
Reported by

Kellar joins Sheridan Road from National Retirement Partners with more than 25 years of industry experience. Similarly, Daney has more than 25 years in the portfolio management area and previously was the chief investment officer and portfolio manager for Stonebridge Asset Allocation and Key Asset Management.   

“This is an exciting time for Sheridan Road as we begin to expand our footprint geographically to better accommodate our clients who now span 20 states. We have grown to become very much a national firm and continue to see enormous growth potential in a highly fragmented industry. We will continue to invest in the business and hire talented people like Steve and Tom,” said Daniel Bryant and Jim O’Shaughnessy, Managing Partners of Sheridan Road Financial.

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O’Shaughnessy was a finalist for the 2007 Retirement Plan Adviser of the Year award (see “Jim O’Shaughnessy“).

 

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