Patrick Sheridan

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Profil

Mr. Richard P.
Sheridan, Jr., is a Chief Executive Officer & Managing Partner at FinTrust Capital Advisors LLC.
As Co-founder and a Senior Managing Partner, he is responsible for strategic planning and financial management of the firm.
With over 33 years of investment industry experience, Mr. Sheridan serves as the firm’s integrator and chairs FCA’s management committee setting the firms strategic focus and defining its business objectives for performance, collaborative operations and staff development.
Prior to founding the firm, Mr. Sheridan was CEO and Managing Partner of Broad Street Capital Advisors, LLC.
from 1996 to 2017.
In his early career, he served as Senior Vice President at Smith Barney Inc., formerly Shearson Lehman Brothers Inc. There he worked with the institutional consulting division of the firm advising distinguished institutional clients throughout the Southeast on all aspects of investment policy design, manager due diligence and asset allocation.
Additionally, he helped develop proprietary specialty investment management consulting services including one of the first 401(k) participant communication and advice services and led a collaborative effort for the design and implementation of the first national retirement plan sponsored by the National Roofing Contractors Association in Chicago.
Throughout the 1980s, he served as a Vice president of Robinson Humphrey Inc., an Atlanta based Southeastern investment banking and retail brokerage firm.
He is an alumnus of the University of Georgia, and is an Accredited Investment Fiduciary (AIF) as awarded by the Center for Fiduciary Studies at the University of Pittsburgh Joseph M.
Katz Graduate School of Business.
A founding member of The Society of Fiduciary Advisors, he currently serves as a member of the Investment Management Consultants Association (IMCA).

Anciens postes connus de Patrick Sheridan

Sociétés	Poste	Fin
FinTrust Capital Advisors LLC	Directeur Général	14/07/2023