About Merritt Capital Management, Inc.

Merritt Capital Management, Inc. is an independent office based in Gloucester, Massachusetts on Boston’s lovely North Shore. Our advisors offer securities through Raymond James Financial Services, Inc. Merritt Capital Management is a Professional Practice. Our professionals service institutions and affluent investors, who require pure capital management and unbiased advice. Integrity and honesty are at the heart of our business. We are flexible to the needs of our clients and execute our strategies well.

Our Mission
To help our clients achieve their own unique goals by managing their assets in a manner that maximizes their probability of success. We want to be the core manager for portfolios benchmarked against the S&P 500.

Our Approach
We have an experienced and educated approach to both investing and risk management that is both simple and honest. We focus on our core competency and serve our clients through teams of professionals, with whom we work in alliance.

 

Shane Merritt, Financial Advisor, RJFS

After serving as a Tactical Air Controller in the US Air Force, Shane studied International Business and Economics at Illinois State University, where he developed an appreciation for the broader role economic policies play in the profitability of both international and domestic companies. After college, Shane began working as a Financial Advisor for Prudential Securities’ Private Client Group, which was later acquired by Wachovia Securities.

In the Spring of 2004, Shane left Wachovia to start Merritt Capital Management, Inc. with the single goal of building a truly great company, one without the biases and hidden agendas found at the major Wall Street firms.

Having, over the years, developed a very successful investment model and a healthy client base, he set out to build MCM with a solid set of business principles and the excellent back office support of Raymond James Financial Services.

“While we are miles from our goal, we know where we’re going and we know how to get there. We have a deep commitment to our clients and are confident in our investment strategy. We’re very excited about our affiliation with Raymond James and the service they provide our clients.” -Shane

 

Hans Christensen, Client Service Manager

Hans, a native of Norway, serves in a relationship manager capacity for key accounts. Hans studied at the University of Oslo and received his Undergraduate Degree from Northern Illinois University. Hans earned his Graduate Degree from the Thunderbird American School of International Management. Having served as Vice-President and Senior Representative for Europe for MCorp Holdings and a Senior Lending Officer for Bank of America Europe, he has a wealth of knowledge in the areas of Oil Well financing and other project finance matters. He has been instrumental in our strategic planning and servicing key accounts.

“ Our clients' interests always come first. Our experience shows that if we serve our clients well, our own success will follow." –Hans