Shaker Financial Services, LLC
Shaker Financial Services - Our Team

Richard J. Shaker, PhD (mathematics), principal officer, strategist, portfolio manager, trader, client support.   Manager of private investment partnerships, 1977-1994.  Founded SFS, 1995.  National Security Agency mathematician and executive (1968-94).   Retired (12/31/94) as Chief, Mathematical Research.  Dr. Shaker won numerous prizes for research and management excellence, including the Presidential Meritorious Award in 1993.  He headed organization of 100+ research scientists, directing their work and managing multi-million dollar computer design and mathematical research programs.  
 

Kathryn S. Baummer, MS
 (electrical engineering), infotech, research and development.  Work experience includes software and engineering development and team management for AAI Corp and Booze Allen as well as sales, marketing, client support, leadership development and training for a direct sales company.

Melody Jones, BA (English), operations and client support.  Work experience includes communications, project management, event/meeting planning, and client support, for major government consulting firms including Booz Allen Hamilton and SRA International, Inc.  In addition, has an extensive customer service and customer relations background.

Robert M.N. Shaker, JD, BA (economics), chief compliance officer, portfolio manager, chief CEF strategist, trader.  Has studied and monitored closed end funds since joing SFS in 2004.  Prior to SFS, worked as a civil rights attorney (1995-2004) in Atlanta, GA and as an economic advisor to the US Embassy, San Jose, Costa Rica.  

 

 

 

 

 

 

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