Merry Sheils
Financial Writer

Merry Sheils

Award winning senior finance writer, editor & content marketer
Work with Merry Work with a Financial Writer

About

Merry Sheils is an award-winning senior finance writer, editor, and content marketing provider with 11 years of experience serving investment banks, asset managers, broker-dealers, financial advisors, investor relations firms, accounting firms, and advertising agencies. A winner of The New York Press Club Journalism Award for Best Business Writing in 2010 and 2011, she writes print and web pieces across global asset classes, capital markets, marketing initiatives, and distribution channels. Her past clients include Aberdeen Asset Management, Barclays Wealth, and JPMorgan Chase, among many others. Merry was also a portfolio manager with experience with private equity from BNY Mellon.

Employment

3 roles
Jan 2007 - Present 19 years 4 months
Financial Services, Fintech, & Features Writer
Independent
  • Won The New York Press Club Journalism Award for Best Business Writing in 2010 and 2011.
  • Worked as a financial writer and targeted communications consultant and advisor serving asset management companies, commercial and investment banks, hedge funds, private equity companies, and investment management firms.
  • Provided writing services which consist of financial themes, communications, strategic investment, brand development and marketing consulting services for hedge funds, private equity, and asset management companies.
  • Produced web content, social media, books, eBooks, blogs, white papers, thought leadership, presentations, pitch books, offering memoranda, quarterly letters, press releases, capabilities brochures, fact sheets, RFPs, DDQs, and user guides.
  • Worked as a financial columnist for WomanAroundTown.com.
  • Clients: Aberdeen Asset Management; The Alberleen Group; Apex Clearing Corporation; Arcstone Partners; BH Asset Management; Baker Tilly, US LLP; Barclays Wealth; Blue Marble Research; Borro.com; Dianomi; DLA Prime; Envestnet; Erwin Penland; StoneX Group Inc.; Intralinks Holdings, Inc.; JPMorgan Chase; Leibowitz; Mazars Group; Metalprices.com; Mink Hollow Advisors; The Mitchell Group; Muriel Siebert & Co., Inc.; Ovis Creative; Southport-Harbor LLC; Synergy Networx; TIAA ScholarShare529; Weber-Shandwick.
Sep 2003 - Aug 2007 3 years 11 months
Senior Portfolio Manager
BNY Mellon
  • Set asset allocation, selected investments, and managed portfolios for high net worth clients.
  • Co-architected open architecture investment platform.
  • Member of Investment Policy and Manager Selection Committees. 
  • Managed large-cap growth and value equity, fixed income, hedge funds, and private equity asset classes; managed investor relations for hedge and private equity products; senior investment specialist for planned giving area of endowments and foundations.
Feb 2002 - Sep 2003 1 year 7 months
Senior Portfolio Manager
Wilmington Trust Company
  • Led a team managing $650 million in diversified portfolios for high-end private client base via traditional and open architecture strategies.
  • Managed portfolios for high net worth clients.
  • Formulated and directed strategy as a Member of Equity Process Committee.
  • Managed high-visibility relationships for the company measured by AUM.

Education

Jun 1988 - Jun 1991 3 years
Bachelor of Science, Finance
State University of New York

Portfolio

6 items