Rob Shaker
Compliance Officer bei Shaker Financial Services LLC
Profil
Mr. Robert M.
Shaker is a Chief Investment Strategist & Partner at Shaker Financial Services LLC.
He is responsible for overseeing strategy development, trading, and portfolio allocations.
In addition to his responsibilities within portfolio management and business development, he serves as the firm’s Chief Compliance Officer, where he is responsible for maintaining firm-wide SEC and GIPS compliance.
Prior to joining Shaker Financial Services in July 2004, Mr. Shaker worked as Economic Advisor to the US Embassy in Costa Rica.
He graduated from Haverford College with a BA in Economics and earned his Juris Doctor from Emory University School of Law.
Aktive Positionen von Rob Shaker
| Unternehmen | Position | Beginn |
|---|---|---|
Shaker Financial Services LLC
 Shaker Financial Services LLC Investment ManagersFinance Shaker Financial Services LLC (SFS) is an independent registered investment advisor headquartered in Annapolis, Maryland. The firm was founded by Dr. Richard J. Shaker in 1995. SFS primarily provides customized investment management services to individuals, families and their related entities, trusts, individual retirement accounts and small business retirement accounts, and other legal entities. | Compliance Officer | 01.07.2004 |
Ehemalige bekannte Positionen von Rob Shaker
| Unternehmen | Position | Ende |
|---|---|---|
| US Department of State (District of columbia) | Corporate Officer/Principal | 31.12.2003 |
Ausbildung von Rob Shaker
| Haverford College | Undergraduate Degree |
| Emory University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Shaker Financial Services LLC
Shaker Financial Services LLC Investment ManagersFinance Shaker Financial Services LLC (SFS) is an independent registered investment advisor headquartered in Annapolis, Maryland. The firm was founded by Dr. Richard J. Shaker in 1995. SFS primarily provides customized investment management services to individuals, families and their related entities, trusts, individual retirement accounts and small business retirement accounts, and other legal entities. | Finance |
| US Department of State (District of columbia) | Government |
