Team
Jim O’Shaughnessy is a Managing Partner of Sheridan Road and is responsible for the day to day operations of Sheridan Road’s retirement plan consulting business and wealth management group. Jim maintains all mutual fund, insurance and administrative relationships. Prior to co-founding Sheridan Road in 2005, Jim worked for AXA Advisors where he built one of the largest asset management businesses focused on middle market corporate retirement plans in the country. Jim holds the Accredited Investment Fiduciary™ (AIF) designation from the Center for Fiduciary Studies and the PRP designation from Plan Sponsor. Jim is FINRA Series 6, 7, 24, 63 and 65 licensed, as well as, life, health and variable licensed. Jim’s experience in the field of qualified plans has led to his active involvement with several industry advisory boards. He is also a member of the Center for Fiduciary Studies and the Profit Sharing Council of America. Jim is an advocate for the retirement plan industry, frequently speaks at industry conferences, and consults on ways to improve the overall health of the U.S. retirement plan system. For his achievements, Jim was recently recognized by The 401kWire as one of the Top 40 Most Influential Advisors in Defined Contributions. Jim was also recognized in 2007 by Plan Sponsor Magazine as a top 5 finalist for Plan Sponsor Advisor of the Year and was named one of the 20 Rising Stars of Retirement Plan Advisors by Institutional Investor News. Jim received his B.S. in Industrial Management from Purdue University.
Jim O’Shaughnessy
847-205-9073 ext. 223
jim@sheridanroad.com
