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Hub International acquires assets of Illinois private wealth firm


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Hub International acquires assets of Illinois private wealth firm

Hub International Ltd. acquired the assets of Chicago-based Sheridan Road Financial LLC and certain of its affiliates for undisclosed terms.

Sheridan Road is an institutional investment consulting and private wealth firm offering investment management, retirement plan services, fiduciary services, wealth management, financial and retirement services planning and specialized executive benefit services. It manages more than $14 billion in assets from more than 300,000 individuals, and has eight additional offices throughout the U.S.

Daniel Bryant, founder and CEO of Sheridan Road, and Managing Partner Jim O'Shaughnessy will join Hub Midwest. Bryant was named president of national sales, retirement and private wealth, while O'Shaughnessy was appointed president of retirement and private wealth for the Central region.