Third Road Management

Congrats to our client, Ancona Jewelers, on their wildly successful Car & Watch Event! Cheers to their entire team for hosting an unforgettable experience that perfectly blends luxury, craftsmanship, and community. And remember, it’s never too early to start your holiday shopping! #FractionalFinancialServices #Entrepreneurship #ThirdRoadMgmt #Bugatti

We’re thrilled to share that Third Road Management has been named a Finalist for the 24th Annual Chicago Innovation Awards, and we need your help! In addition to this incredible honor, we’re also in the running for the People’s Choice Award, determined entirely by public vote. We’re proud to disrupt the traditional financial services model by offering an alternative approach that levels the playing field for small and mid-sized organizations, empowering them with the strategic, operational, and financial expertise to reach their preferred future. Please help us continue making waves by casting your vote below. ➡️ https://lnkd.in/gcbrkWU Thank you to Chicago Innovation for recognizing organizations that are driving meaningful change across our city, and congratulations to all of this year’s finalists. #ChicagoInnovation #Innovation #FinancialServices #ThirdRoadMgmt

As summer winds down and routines reset, fall becomes one of the most decisive windows of the year for business leaders. Our President, Ryan Kunkel, recently published an article in Forbes: “The Back-To-Business Checklist: Five Fall Priorities For Growth-Minded Leaders.” He highlights why September is the ultimate reset moment, and how the actions you take in the next 60–90 days will determine whether you hit your 2025 targets and how effectively you set the foundation for 2026. Check out the full article in the comments below.

In our latest podcast episode, John Frank sits down with Louie Adamo, President of United Rent A Fence, whose story is equal parts grit, family legacy, and relentless customer focus. Louie’s journey is anything but linear, from modernizing grocery stores to trading futures at the Board of Trade, before joining his father to launch United Rent-A-Fence during the 2008 downturn. What started with a single truck and panels has grown into a regional leader serving construction, events, and disaster recovery with hundreds of miles of fencing. In this episode, Louie shares: ➡️ Lessons from his family’s immigrant roots and entrepreneurial ventures ➡️ The principles that set United Rent-A-Fence apart: customer-first, operational discipline, and smart scaling ➡️ Advice for aspiring founders: keep learning, live below your means, reinvest in your business, and always show up when it matters, even at 2 AM on Christmas Listen to the full episode below: Apple: https://lnkd.in/gVYU_ncY Spotify: https://lnkd.in/g8QAYy8Z YouTube: https://lnkd.in/g5HSvtfZ

Last week our team took some time away from the office to reflect on our journey, share ideas on how we can continue leveling up the way we support our amazing clients, and of course, have some fun along the way. Nothing beats time together as a team. Big congratulations to Rachel Penn for taking home the best score of the day! And if you haven’t checked out Puttshack, we highly recommend it - not just for the great food and drinks, but for their innovative, tech-driven mini-golf that makes for a festive team or client outing. #PeopleCentric #Puttshack #FractionalFinancialServices #ThirdRoadMgmt

Today at noon on WGN 720, our President Ryan Kunkel joins John Williams on the Wintrust Business Lunch to share why fall is one of the most important reset periods for business leaders. From taking an honest look back at 2025 plans, to identifying the right levers in people, processes, and technology, to investing with intention in the final stretch - this season can define how you close out the year and how well you’re set up for the year ahead. Be sure to listen for strategies to finish 2025 with momentum and position your business for success in 2026. https://lnkd.in/ei2eDER

We are honored to share that Third Road Management has been named a Finalist for the 2025 Chicago Innovation Awards! Special thanks to the team at Chicago Innovation for hosting such an inspiring nominee reception last week and for bringing together so many of the trailblazers shaping the future of our region. At Third Road, our mission is clear: The CFO Suite, Revolutionized. We are proud to be industry pioneers, challenging outdated models and disrupting the status quo in financial services. Congratulations to all of this year’s nominees and finalists, you’re driving growth, creating jobs, and building a stronger, more dynamic Chicago. We look forward to celebrating together at the Awards on November 13th! #ChicagoInnovation #Innovation #ThirdRoadMgmt

We had a blast at the Great Lakes Construction Association Cook-off & Tailgate this past weekend! A huge thank you to our client JOHN KENO & COMPANY, INC. for including us in such a fun event. Since 1973, JKC has been setting the standard in excavation, demolition, structural earthwork, and shoreline development, helping reshape Chicago’s skyline, landscape, and shoreline with precision and reliability. From O’Hare International Airport to the Obama Presidential Center, their work speaks for itself. It’s always a privilege to partner with a company that combines state-of-the-art equipment, disciplined execution, and a true “Can Do, Will Do” spirit. 

Football season is here! We’re thrilled to support our client, Momento, as they continue to revolutionize the fan experience across the NFL. Momento’s synchronized, multi-camera systems are now installed in six NFL stadiums, including the New England Patriots, Atlanta Falcons, Seattle Seahawks, Washington Commanders, Baltimore Ravens, and Cincinnati Bengals. With Momento, the game-day experience is taken to the next level: ➡️ Complete Coverage: Capture 80,000+ authentic reactions across the entire stadium with a single click. ➡️ In-the-Moment Photos: Fans get candid shots of their biggest celebrations, from touchdowns to unforgettable plays. ➡️ Unforgettable Memories: Each fan receives 40+ photos and GIFs to relive and share their experience. ➡️ Team Insights: Organizations can analyze crowd behavior, seating flow, merchandise trends, and more. Congratulations to Austin Fletcher, Thomas Fletcher, Sally Fletcher, Todd Albright and the entire team at Momento on their continued growth. We’re proud to be a partner as they bring cutting-edge technology to teams and fans nationwide. #SportsTech #FanExperience #Innovation #FractionalFinancialServices

Yesterday’s office happy hour was a perfect reminder of our TRM Way #3: People Centric “We love what we do and have fun doing it. Our world-class team embodies a culture that values integrity, service, positivity and authentic connection.” This was in full force as we laughed, connected, and celebrated together. Grateful for this fun, talented team that makes TRM such a special place to work. #ThirdRoadMgmt #TRMWay #PeopleCentric #FractionalFinancialServices