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Sheila Jelinek

External Portfolio Consultant
Chicago, IL, US

Sheila Jelinek is an external portfolio consultant for Milliman Financial Risk Management. This group advises corporations and financial institutions on financial and capital markets risk management. In her current role, Sheila supports the distribution of the Milliman Managed Risk Strategy to both retail and institutional clients for the southeastern US.

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Experience

Sheila has spent over two decades in the financial services industry, focusing specifically on retirement income planning. Prior to joining Milliman in 2015, Sheila was a regional vice president with Nationwide Financial, specializing in retirement income planning strategies and solutions for financial advisors and their clients. She served as a financial advisor for Merrill Lynch and, while completing her MBA studies, was an institutional junior analyst for The State of Georgia Teachers and Employees Retirement Systems covering the retail and non-durable consumer goods sectors.

Publications

Read their latest work

Article

America’s financial literacy report card—needs improvement

23 February 2021 - by Sheila Jelinek, Suzanne Norman, Jeanne Russo
This paper details the low rates of financial literacy in the U.S., explores the factors behind it, and offers some timely ideas and resources for raising our level of financial literacy as a society.
Article

A very expensive sandwich: How multigenerational care affects women's health costs

27 October 2020 - by Janet Jennings, Sheila Jelinek, Suzanne Norman
While it is too soon to quantify all the effects from the COVID-19 pandemic, this paper could help women become more aware of resources and solutions to help them and their loved ones be more financially secure.
Article

The case for more female financial advisors

19 May 2020 - by Sheila Jelinek, Suzanne Norman, Michelle Richter
By increasing the number of female advisors, a greater number of clients can benefit from the unique perspectives and life experiences women bring to help people navigate critical financial decisions.