Firm Announcement : Promotion of Kacie Wick to CCO

Shaker Investments is thrilled to announce the promotion of Kacie Wick to Chief Compliance Officer. Kacie joined Shaker Investments in 2011 and served as our Controller for many years, while also assuming more responsibility in our compliance department. As Chief Compliance Officer, Kacie will lead all compliance affairs within the firm. 

Kacie brings over 20 years of professional experience in operational and financial management. She earned her Masters of Accounting at Case Western Reserve University and is currently working towards her Investment Advisor Certified Compliance Professional (IACCP) designation. 

We are excited to have Kacie transition into this position. We know she will perform admirably in her new role.