Our team of investment professionals provides a wide range of expertise and experience. Read more about our backgrounds.

Lesley W. Sheeley II

Principal

Prior to the establishment of Sheeley & Partners Wealth Management, Mr. Sheeley was a co-founder and Senior Portfolio Manager with Phoenix Investment Management in Providence, RI.  His responsibilities included being a member of the Investment Policy Committee and managing the portfolios of both individual and institutional clients.  Mr. Sheeley was also responsible for the selection and implementation of the firm’s investment management software.  He was on the Board of Directors for eight years and a past President of Shaw Data’s user group for the Port product (portfolio management software).  Previously, Mr. Sheeley held portfolio management positions at Fleet Financial Group and New England Trust Company.  Before moving to Providence, Mr. Sheeley was a Trust Administrator in the Old Colony Trust Division at the Bank of Boston. 

Mr. Sheeley earned a Bachelor of Arts degree from Ithaca College in New York.  He is a past member of The Association for Investment Management and Research, a member and past President of the Providence Society of Chartered Financial Analysts and is a Registered Investment Advisor.  In addition, he is a past member of the Rhode Island Foundation Professional Advisory Council.

Chip Greer

Investment Advisor

Mr. Greer has spent a decade crafting investment portfolios and building financial plans for individuals, families, and businesses.  His investment strategy focuses on risk management through proper asset allocation.  He has managed individual portfolios of stocks and bonds and has also coordinated strategies using private money managers, mutual funds, exchange-traded funds, and alternative investments, such as private Real Estate fund offerings and commodity trading funds.

Prior to joining Sheeley & Partners Wealth Management, Mr. Greer began his work as an investment professional for A.G. Edwards and Sons and Wachovia Securities.  Most recently, he was a financial advisor at Arlen Corporation, where he served on the investment committee.

An active community member, Chip served as president of the Executive Association of Rhode Island and is a trustee of the CCRI Foundation and also a member of the board of the Rhode Island Free Clinic.

Mr. Greer earned his B.A. degree at the University of Rhode Island and his M.F.A. graduate degree at the University of North Carolina Greensboro.

Myra Mendes

Client Service Administrator

At Sheeley & Partners, our mission is to ensure that every client feels valued and that their financial and personal needs are met with the utmost care and professionalism. Our team, led by dedicated client administrators like our esteemed team member Myra Mendes, brings a wealth of experience and passion.

With a strong background in customer service, honed through years of running a successful self-employed business since 2019,  Myra is adept at creating positive client experiences. Her organizational skills, personable nature, and, most importantly, her adaptability ensure that each client receives personalized and efficient service tailored to their unique needs.

Myra is committed to expanding our expertise and services to serve our clients better. At Sheeley & Partners, your satisfaction is our priority, and we look forward to continuing to support your financial and personal goals.

Myra lives in East Providence with her beloved dog, Loki.