Rob serves as Shaker Financial Services' Chief Investment Strategist and Partner. He is responsible for overseeing strategy development, trading, and portfolio allocations. He speaks regularly at industry events about closed-end funds and the concept of tactical swapping.
In addition to his responsibilities within portfolio management and business
Carol Kerr —
SFS has handled my portfolio for 14 years. I am impressed with their returns and their excellent customer service.
Related categories
Accountants in Arlington, VA
Loans in Arlington, VA
Wealth management in Arlington, VA
Financial planning in Arlington, VA