About Merritt Capital Management, Inc.

Merritt Capital Management, Inc. is an independent firm based in Gloucester, Massachusetts on Boston’s lovely North Shore. Our advisors offer securities through Raymond James Financial Services, Inc. Our typical clients are successful corporate executives who are focused on driving their company’s success and don’t have time to manage their personal assets. Integrity and honesty are at the heart of our business. We are flexible to the needs of our clients and execute our strategies well.

Shane Merritt, Financial Advisor, RJFS

After serving as a Forward 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

Francesca Palazzolo, Client Service Manager

Francesca studied Business Administration at Southern New Hampshire University and is currently conducting an independent study of client service in an effort to review and revise our Best Practices. She brings a fresh perspective to our practice and will be the driving force behind our client service efforts.

“Ultimately, what separates us from others is that we are honest and keep our promises.” -Francesca

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