Shaker Financial Services, LLC Employee Directory

Q: What is Shaker Financial Services, LLC known for?

Shaker Financial Services, LLC was founded in 1995. Shaker Financial Services, LLC operates in the Financial Services industry.

Financial ServicesVirginia, United States2-10 Employees

Shaker Financial Services, LLC is a boutique investment advisory firm specializing in the trading of Closed-End Funds.  Through quantitative methodologies such as our core Discount Capture© strategy, we strive to provide the best possible returns for your risk tolerance.

Closed-end funds (CEFs) are excellent vehicles for crafting balanced portfolios that have the particular risk level and market exposure that each individual client desires.  Our portfolio of CEFs allows for exposure to equities, bonds, multiple sectors and foreign markets.

Find Shaker Financial Services, LLC employees' phone numbers or email addresses

Shaker Financial Services, LLC Global Highlights

North America
8

United States Of America
7
Canada
1

Shaker Financial Services, LLC's Leadership

M. J.
Director Of Operations & Marketing
Mobile Phone
Email
D. G.
Portfolio Manager
Mobile Phone
Email
K. F.
Client Relations Manager
Mobile Phone
Email
K. B.
Finance Executive
Mobile Phone
Email
R. S.
Portfolio Manager, Chief Cef Strategist
Mobile Phone
Email
K. C.
Investment Adviser Compliance Officer
Mobile Phone
Email

Shaker Financial Services, LLC Employee Metrics

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2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
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Contact profiles from Shaker Financial Services, LLC

Name

Title

Contact Info

Location

Last Update

M. J.
Director Of Operations & Marketing
Mobile Phone
Email
Oct 17, 2024
D. G.
Portfolio Manager
Mobile Phone
Email
UNITED STATES
Oct 08, 2025
K. F.
Client Relations Manager
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
K. B.
Finance Executive
Mobile Phone
Email
UNITED STATES
Jul 12, 2025
R. S.
Portfolio Manager, Chief Cef Strategist
Mobile Phone
Email
United StatesVirginia
Oct 19, 2025
K. C.
Investment Adviser Compliance Officer
Mobile Phone
Email
UNITED STATES
Jul 14, 2025

Frequently Asked Questions

What is Shaker Financial Services, LLC known for?

Shaker Financial Services, LLC was founded in 1995 operates in the Financial Services industry. The company's main headquarters is located in 1220 North Fillmore Street Suite 400 Arlington, Virginia 22201 United States; you can contact the main corporate office by phone at

+1-410-224-****

. Explore Shaker Financial Services, LLC's company overview page for more information.

What is Shaker Financial Services, LLC's most common email format?

Shaker Financial Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shaker Financial Services, LLC email formats with LeadIQ.

How many employees does Shaker Financial Services, LLC have currently?

Shaker Financial Services, LLC has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Shaker Financial Services, LLC's key employees and leadership?

As of February 2026, Shaker Financial Services, LLC's key employees include:

Director Of Operations & Marketing: M. J.
Portfolio Manager: D. G.
Client Relations Manager: K. F.
Finance Executive: K. B.
Portfolio Manager, Chief Cef Strategist: R. S.

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