Lorenzo Martínez

Consumer Services

Finance

Profile

Mr. Lorenzo Martínez is a Research Analyst at Shaker Financial Services LLC.
He joined the Shaker Financial team in 2014.
He is responsible for the development and monitoring of SFS’s proprietary CEF models, which track intraday NAV valuations.
Additionally, he monitors fund filings for information relevant to SFS’s trading strategies.
Before joining SFS, Mr. Martínez worked at William H.
Sadlier, Inc., where he handled formatting and translations of both online and print materials.
Mr. Martínez graduated from La Universidad Nacional de Asunción in Paraguay, where he earned a BA in Business Administration.

Former positions of Lorenzo Martínez

Companies	Position	End
WILLIAM H. SADLIER, INC.	Corporate Officer/Principal	-
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.	Analyst-Equity	-

See the detail of Lorenzo Martínez's experience

Training of Lorenzo Martínez

Universidad Nacional de Ancash Sam

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies