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.

Chrisitan Boyer, MBA

Investment ASSOCIATE, Director of trading & OPERATIONS

Christian joins Sheeley & Partners Wealth Management with five years of industry experience. He specializes in facilitating trading, Alternative Investments within client portfolios, scaling financial software workflows, and investment research.

Prior to joining Sheeley & Partners, Christian worked for Boston Private Bank, Silicon Valley Bank within their private banking division, and most recently First Citizen’s bank.

Christian obtained his B.A. degree at High Point University and his MBA with a concentration in finance from Bentley University.

Myra Mendes

Client Service Administrator

Earning the FPQP™ designation through the College of Financial Planning reflects Myra’s commitment to professional development and delivering high-quality support that enhances the client experience. Whether assisting with plan implementation or day-to-day account management, Myra brings a thoughtful, client-first approach to everything they do.

Myra Mendes is a Financial Paraplanner Qualified Professional™ (FPQP™ ). She can support clients with personalized, detail-oriented service across a wide range of financial planning needs. With a foundation in key areas such as retirement planning, investments, and estate planning, Myra is dedicated to helping clients feel confident and informed throughout their financial journey.

Outside of work, Myra enjoys spending quality time with her family and her beloved dog.