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