Kathy joined Shaker Financial Services in 2004. Kathy assists with developing, implementing and maintaining proprietary algorithms to ensure that trade allocations are fair, utilize appropriate diversification and that there is consistent portfolio turnover across accounts. Kathy is responsible for data operations, accurate performance reporting and the general overseeing of client accounts. As Managing Partner, she is responsible for day-to-day business and financial operations. Prior to joining Shaker Financial, Kathy designed circuits for AAI Corporation, developed engineering software for Booz Allen Hamilton and ran her own direct marketing company. She earned her BS in Electrical Engineering from the University of Delaware, and both her MS in Electrical Engineering, and her Engineering Degree in Communications Theory from George Washington University.

Dan Baummer joined Shaker Financial Services in January 2012. His responsibilities include design, implementation and maintenance of Shaker Financial’s proprietary software trading and allocation algorithms. Dan has over 35 years of experience developing custom software for various industries for companies such as Becton Dickinson, Texas Instruments and G.E. Dan earned his BS in Applied Mathematics from Towson State University.