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Shaker Financial Services, LLC Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Shaker Financial Services, LLC is a boutique investment advisory firm based in Arlington, Virginia, focused on trading closed-end funds (CEFs). It employs quantitative methods, including a Discount Capture strategy designed to target returns consistent with a client’s risk tolerance. By selecting CEFs, the firm constructs portfolios that offer exposure to equities, bonds, multiple sectors, and international markets, enabling customized risk and market exposure.

Operating in the financial services industry, the firm positions itself as a specialized adviser with a narrow focus on CEF trading rather than broader asset management. Supported by a small team, Shaker Financial Services serves clients seeking a tailored allocation to closed-end funds, applying its quantitative approach to manage risk and potential return.

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

Shaker Financial Services, LLC Global Highlights

Location
Employees

North America
10

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  • United States Of America
    9
  • Canada
    1

Shaker Financial Services, LLC's Leadership

  • Stylized image of a person
    M. J.
    Director Of Operations & Marketing
    Mobile Phone

Shaker Financial Services, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Shaker Financial Services, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. J.
    Director Of Operations & Marketing
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Shaker Financial Services, LLC known for?

Minus sign iconPlus sign iconShaker Financial Services, LLC was founded in 1995 operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconShaker 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?

Minus sign iconPlus sign iconShaker Financial Services, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Director Of Operations & Marketing: M. J.

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