Rob Shaker

Compliance Officer at Shaker Financial Services LLC

Consumer Services

Finance

Government

Profile

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.

Rob Shaker active positions

Companies	Position	Start
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	2004-06-30

All active positions of Rob Shaker

Former positions of Rob Shaker

Companies	Position	End
US Department of State (District of columbia)	Corporate Officer/Principal	2003-12-30

See the detail of Rob Shaker's experience

Training of Rob Shaker

Haverford College	Undergraduate Degree
Emory University	Graduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Rob Shaker's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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