Board of Directors
Daniel Bryant
President, Sheridan Road Charitable Foundation
Operating Partner, Vistria Group, Chicago, IL
Daniel Bryant is an author, adjunct lecturer, entrepreneur, philanthropist, and Iron Man. Daniel received his undergraduate degree from Dartmouth College, where he also played baseball, and subsequently received his Master’s degree in Management from the Kellogg School of Management at Northwestern University.
After a successful career in investment banking and private equity, Daniel founded Sheridan Road Financial, which ultimately grew to become the #3 ranked institutional investment consulting company in the country. After fourteen years, the company was sold to Hub International, the fourth largest insurance brokerage firm in the country. Prior to founding Sheridan Road, Daniel was a senior investment banker at a number of investment banks, including Robertson Stephens in San Francisco, Donaldson, Lufkin, & Jenrette in Chicago, and worked in corporate finance for Sam Zell’s The Equity Group. During his investment banking career, Daniel was named as one of the forty under forty most influential technology investment bankers in the country by Red Herring Magazine. Daniel was recently appointed Operating Partner and Senior Advisor with $7.5 billion Chicago-based private equity firm Vistria Group.
Daniel has always been passionate about giving back to the communities he loves so he founded the Sheridan Road Charitable Foundation in 2013. Back in the early 1990’s, Daniel founded the Chicago Street Project, a predecessor to Chicago Cares, a national volunteer organization with offices throughout the country. Daniel is very active with his alma maters, serving as Dartmouth’s District Enrollment Director of Admissions for Chicago, Co-Chair of the Dartmouth Alumni Windy City Forum and is on the Alumni Advisory Board for Northwestern University. Currently, he serves as an active board or associated member of many organizations he is passionate about including Young Presidents Organization (YPO), School of the Art Institute of Chicago, Hopkins Center for the Arts, Oz Arts Nashville, the Commercial Club of Chicago, and the Economic Club of Chicago.
Daniel has two college-aged daughters and resides in Chicago and South Florida.
Annie Amata
Secretary, Sheridan Road Charitable Foundation
Annie is the Vice Chairman of G. Robert Toney and Associates and is the Director of Marketing for National Liquidators, the umbrella company for the world’s largest boat liquidation and vessel repossession company, where she has been for the past 22 years. Annie is also on the Board of Directors for the Toney Family Foundation, and has been a trustee with the Chagrin Falls Educational Foundation since 2013, serving on the Executive Board as secretary, grantmaking chair, and mentor to the high school junior board.
As a board member of Sheridan Road Charitable Foundation, she assists with events management, beneficiary and donor engagement, governance, marketing, press, website, and social media. She is highly focused on education-related and mental health philanthropy. Annie is a graduate of Indiana University, and a Chicago native now residing in the Cleveland area. She has two sons.
Arthur B. Laffer, Jr.
Treasurer, Sheridan Road Charitable Foundation
Chief Operating Officer, Portfolio Manager – Laffer Investments
Arthur has more than 30 years of investment experience, most recently as President and Lead Portfolio Manager of Laffer Investments, which he founded with his father, Dr. Arthur B. Laffer Sr. He has experience in various areas of the industry, including marketing, product development, sales, information technology, and macro-economic analysis.
Prior to starting Laffer Investments, Arthur worked at Nicholas-Applegate Capital Management, where he was responsible for product management, marketing, and key account service for more than $10 billion in separate account business. Prior to that, Arthur worked at Putnam Investments in several key management capacities, and Bradford and Marzec, where he was involved in fixed income trading, research, marketing, and information technology. He currently sits on the board of directors of Preverity, a privately held company providing medical malpractice risk analysis to insurers.
Advisory Board
Kara is a Managing Director for Oxshott Capital Partners, a New York based merchant bank. Prior to joining Oxshott, she worked for Morgan Stanley. Kara received her B.A in Public Relations from the University of Maryland College Park and received an MBA from Duke University. She currently resides in New York City.
Will Coleman is the Global Head of Strategic Accounts for Franklin Templeton, and previously with Legg Mason, where he worked since 2004. Prior to his current role, he worked with Morgan Stanley and Goldman Sachs. He received his degree in Finance from the University of Virginia Darden School of Business. He lives in New York.
Jen has been with Alliance Bernstein for 22 years and serves as the Senior Vice President and Head of Defined Contribution distribution. She studied Business Management and International Business at The College of New Jersey. She is located in New York.
Mike currently serves as Executive Vice President of Asset Management and Operations at Bluerock Home Trust, Inc. Over the past decade, Mike has held senior financial and operational roles with Apartment and Investment Management Company (NYSE: AIV), The Irvine Company, and Bluerock Residential Growth REIT (NYSE: BRG). He received an MBA in Accounting and Finance from The University of Texas at Austin, an MS in Information Systems from The University of Colorado at Denver, and a B.A. in Business from Texas A&M University in College Station.
Jim is the CEO and founder of Eagle View Advisors, LLC – an employee benefits and leadership/business management consulting company as well as an advisor to Aniline Inc. Prior to these roles he worked almost 14 years at Prudential’s Group Insurance Business. James has held a series of senior positions with two Fortune 100 insurance and financial services firms and is also a board member of the USO of Metropolitan Washington-Baltimore. He received his B.A. in Economics from State Stony Brook University, New York. He currently resides in Randolph, New Jersey.
Rob has been a Partner at Waller Landsen Dortch and Davis since 1997. He attended Dartmouth for his undergraduate degree and received his JD from Columbia Law School. He lives in Nashville.
Rob Herman leads Gries Financial Partners’ management committee and has responsibility for the firm’s strategic direction and overall growth. He is also Chief Investment Officer of Logix LLC. His experience prior to joining Gries Financial Partners includes serving as President of Logix Investment Management and as a lead equity analyst for Goldman Sachs Global Investment Research. In addition, Rob previously worked as an engagement leader for strategy consultancy Monitor Company, as Chief Strategy Officer for Away.com (later acquired by Orbitz), and early in his career as a Congressional Communications Director. He has a B.A. from the University of Michigan and an M.B.A. from the Kellogg Graduate School of Management at Northwestern University. Rob sits on several philanthropic boards, including the Cincinnati Children’s Hospital Medical Center Foundation, FAMILY Fund at Hamilton County Job & Family Services (Chairman), United Way of Greater Cincinnati, University of Cincinnati Advancement & Transition Services (ATS), the Sheridan Road Charitable Foundation and the Cedar Village and Maltz Museum Investment Committees.
513 861-2000 – Cincinnati Office
Peter is the Managing Partner of EMP Media, a New York based sports and entertainment investment bank. Prior to founding EMP, Peter was Head of the Sports and Entertainment Investment Banking group at Goldman Sachs and co-founder of the same group at Merrill Lynch. Peter is a Dartmouth graduate and resides in New York.
Rebecca is the founder and CMO of 401(k) Marketing, a San Diego based firm that helps retirement plan advisors market their expertise and build long-lasting brand awareness. With over 15 years of experience, she is a keynote speaker and author within the retirement plan space. She attended Northeastern University and majored in economics.
Neil is the President of the Central Region and President of the Personal Lines business for Hub International. Prior to his current roles, Neil held increasingly senior roles at Hub over the past two decades. Neil attended Villanova University and received his MBA from Northwestern University’s Kellogg School of Management.
Vinny joined Transamerica in 2020 as a Regional Vice President on the DCIO side. Prior to that, he worked as a Senior Retirement Consultant for Oppenheimer Funds. He graduated from Tulane University with a degree in English and is local to the Nashville area.
Clark is the Executive Vice President and Chief Strategy Officer Key Bank. He is an adjunct Professor at Case Western Reserve University. Clark is graduated from Dartmouth College and received his JD from University of Pennsylvania. Clark resides in the Cleveland area.
Katherine is a Vice President of Employee Benefits for HUB International, the 4th largest insurance broker in the world, where she has worked for the last decade. She received her degree in finance from Middle Tennessee State University, is very active in local not for profits, and resides in Nashville.
Chris has been a President at Safe-T-Cover, the largest manufacturer of backflow preventers, valves, and pumps, since 2017. Prior to that, he acted as a Managing Director for Sheridan Road Financial. He graduated from Indiana University, and currently lives in Nashville.
Elena works for Capital Group and prides herself in championing superior retirement outcomes for America’s workforce. She is MBA Candidate, at the University of Virginia, Darden School of Business and resides in Chicago.
Mr. Reinsdorf is the President of FroogaliT, LLC, a global mobile payments company and security house. After a long legal and investment banking career, Jon currently works with his family in their ownership of the Chicago Bulls and Chicago White Sox. In addition, he is a member of the Executive Committee for the United Center Joint Venture, which is home to The Chicago Bulls Professional Basketball Team and The Chicago Blackhawks Professional Hockey Team. Mr. Reinsdorf is on the Board of Trustee for Campus Insiders and the Noble Network of Charter Schools. Mr. Reinsdorf holds an MBA with concentrations in Accounting and Finance from The University of Chicago Graduate School of Business and a JD from Northwestern University School of Law.
Jason is CEO of Opry Medical Group, Guidance Whiskey, JUSCO, and Hydrate the Hood. He is a high-performing operational strategist with a passion to help others develop generational wealth. Prior to becoming an entrepreneur, Jason worked at KPMG. Jason graduated from Tennessee State University and resides in Nashville.
Grace is Marketing Manager at VIST Labs. She obtained her MS in marketing from the University of Texas and resides in Chicago.
Robert is and award-winning entrepreneur, best-selling author, and President and CEO of Imperial Cleaning Services in Nashville. In addition to his work with ICS, Robert is the founder of Impact Youth Outreach, a non-profit organization working to combat youth crime by fostering positive relationships and supportive experiences, the CEO of RCS Holdings, a real estate investment and management company, the founder of iStudio Nashville, an entrepreneurship co-op and event space, and the founder of The DREAM Initiative, a transition, and reentry supportive resource and education company.
Richard recently became President of Vestwell and is based in Brentwood. Before this role, he was Divisional Vice President for Ascensus. He is a graduate of Lipscomb University, where he studied Finance and Business Management. He is on the Board of Trustees for Nashville Children’s Theatre, and the Steering Board for Youth Leadership Brentwood.
Graham is the Director of Relationship Management and Strategic Partnerships at WealthManagement.com. He attended Kenyon College.
Jeremy is the Managing Director of Operations for Sheridan Road Financial, a division of Hub International. He is a retirement plan services professional who is passionate about developing effective retirement programs for other employers and their plan participants. Jeremy attended the University of Wisconsin – Whitewater.
Matt Wiltshire is currently a mayoral Candidate in the city of Nashville. Prior to this role, he was the the Chief Strategy and Intergovernmental Affairs Officer for the Nashville Metropolitan Development and Housing Agency, and the Director of the Mayor’s Office of Economic and Community Development. Matt is a graduate of Dartmouth College. He has volunteer experience with Hands On Nashville, Center for Nonprofit Management, Tennessee Justice Center, and Youth About Business.
Bill is the Chief Executive Officer of Blue Ridge ESOP Associates and previously was President of OneAmerica Retirement. He received his B.S in Business Administration from the Ohio State University’s Fisher College of Business and currently resides in Indianapolis.