Chicago-based, global insurance brokerage Hub International Limited (Hub) has acquired the assets of Sheridan Road Financial LLC (Sheridan Road), an institutional retirement consulting and private wealth firm, and certain of its affiliates.
Terms of the transaction were not disclosed.
Headquartered in Chicago, with eight additional offices throughout the U.S., Sheridan Road is an institutional investment consulting and private wealth firm offering investment management, retirement plan expertise, fiduciary services, wealth management, financial and retirement services planning and specialized executive benefit services.
Sheridan Road manages more than $14 billion in assets and services of more than 300,000 individuals through its retirement plan and wealth management practices.
Sheridan Road Founder and Chief Executive Officer Daniel Bryant, and Managing Partner Jim O’Shaughnessy, will join Hub Midwest.
Bryant was named president, National Sales, Retirement & Private Wealth and O’Shaughnessy assumes the role of president of Retirement and Private Wealth, Central Region.
Sheridan Road’s advisors will be part of Hub International Investment Services Inc., member FINRA/SIPC, and a subsidiary of Hub. They will also maintain their broker dealer affiliation with LPL.
Source: Hub International
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