R. Patrick Sheridan JR., AIF®

As Co-founder and a Senior Managing Partner of FCA, Richard Patrick Sheridan 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 FCA Sheridan was CEO and Managing Partner of Broad Street Capital Advisors, LLC. from 1996 to 2017. In his early career Mr. Sheridan 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, Mr. Sheridan 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, Pat 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).

EDUCATION, CREDENTIALS & SPECIAL TRAINING:

• ACCREDITED INVESTMENT FIDUCIARY®
• General Securities Representative (Series 7), General Securities Sales Supervisor (Series 9/10), Uniform Securities Agent State Law (Series 63) and Uniform Investment Advisor Law (Series 65) licenses.
• University of Georgia

CIVIC, COMMUNITY & OTHER PROFESSIONAL AFFILIATIONS:

• Founding member of The Society of Fiduciary Advisors
• Member of the Investment Management Consultants Association (IMCA)
• Member Board of Governors Athens Country Club