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Shaker Investments, LLC Employee Directory

Investment ManagementOhio, United States2-10 Employees

Shaker Investments, LLC is an investment management firm based in Beachwood, Ohio, at 3201 Entrprise Place, Suite 310, 44122 United States, established in 1991, with a small staff of 2 to 10 employees. It manages equity portfolios focused on small- and mid-cap companies, with the goal of delivering long-term investment performance. The firm emphasizes independent, high-quality research that blends an understanding of market dynamics with company-specific knowledge, selecting opportunities in industries with growth and companies with strong fundamentals and attractive valuations. It has built a team of research analysts with extensive industry expertise and advanced academic credentials. Shaker Investments has received industry recognition, including PSN Top Guns in 2021 and Best Small Cap Strategy at SMArtX in 2021, and in 2022 promoted Kacie Wick to Chief Compliance Officer, after formerly serving as Controller.

Find Shaker Investments, LLC employees' phone numbers or email addresses

Shaker Investments, LLC Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Asia
1

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  • Iran
    1

Shaker Investments, LLC's Leadership

  • Stylized image of a person
    R. R.
    Vice President Of Sales And Client Relations
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  • Stylized image of a person
    B. R.
    Director Of Admission
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  • Stylized image of a person
    K. B.
    Office Manager
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  • Stylized image of a person
    L. H.
    Portfolio Manager
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  • Stylized image of a person
    G. E.
    Trader
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Shaker Investments, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Finance
  • Program & Project Management
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from Shaker Investments, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. R.
    Vice President Of Sales And Client Relations
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    B. R.
    Director Of Admission
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. B.
    Office Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    L. H.
    Portfolio Manager
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    G. E.
    Trader
    Phone icon
    Oct 22, 2024

Frequently Asked Questions

What is Shaker Investments, LLC known for?

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Shaker Investments, LLC was founded in 1991 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Shaker Investments, LLC's company overview page for more information.

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

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

How many employees does Shaker Investments, LLC have currently?

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Shaker Investments, LLC has approximately 10 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

  • Vice President Of Sales And Client Relations: R. R.
  • Director Of Admission: B. R.
  • Office Manager: K. B.
  • Portfolio Manager: L. H.
  • Trader: G. E.

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