Shaker Financial Services, LLC
Rob Shaker is a Portfolio Manager and Chief CEF Strategist at Shaker Financial Services, LLC. Rob has extensive experience in the financial industry, including roles at the US Department of State and as a Managing Partner at Shaker & Snell, LLP. Rob holds a Juris Doctor degree from Emory University School of Law and a BA in Economics from Haverford College.
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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.