Shaker Financial Services, LLC
Kristin Zimmerman is a Campaign Development Manager at The Leukemia & Lymphoma Society and also serves as a Financial Director at Shaker Financial Services, LLC. Kristin is an MBA graduate from The University of Freiburg with an exchange student experience from the State University of New York at Fredonia.
This person is not in any teams
This person is not in any offices
Shaker Financial Services, LLC
Shaker Financial Services, LLC is a boutique investment advisory firm specializing in the trading of Closed-End Funds. Through quantitative methodologies such as our core Discount Capture© strategy, we strive to provide the best possible returns for your risk tolerance. Closed-end funds (CEFs) are excellent vehicles for crafting balanced portfolios that have the particular risk level and market exposure that each individual client desires. Our portfolio of CEFs allows for exposure to equities, bonds, multiple sectors and foreign markets.