Dan Gordon
Portfolio Manager-Equities at Shaker Financial Services LLC
Profile
Mr. Daniel R.
Gordon is a Portfolio Manager at Shaker Financial Services LLC.
He actively monitors the closed-end fund universe, which allows him to develop and implement opportunistic trading strategies for the firm.
Prior to joining Shaker Financial Services in 2012, Mr. Gordon spent 13 years as an options market maker on the Philadelphia Stock Exchange, where he specialized in equity and index options.
He graduated from Haverford College with a BA in Economics.
Dan Gordon active positions
| Companies | Position | Start |
|---|---|---|
Shaker Financial Services LLC
 Shaker Financial Services LLC Investment ManagersFinance Shaker Financial Services LLC (SFS) is an independent registered investment advisor headquartered in Annapolis, Maryland. The firm was founded by Dr. Richard J. Shaker in 1995. SFS primarily provides customized investment management services to individuals, families and their related entities, trusts, individual retirement accounts and small business retirement accounts, and other legal entities. | Portfolio Manager-Equities | 01/01/2012 |
Former positions of Dan Gordon
| Companies | Position | End |
|---|---|---|
Shaker Financial Services LLC
Shaker Financial Services LLC Investment ManagersFinance Shaker Financial Services LLC (SFS) is an independent registered investment advisor headquartered in Annapolis, Maryland. The firm was founded by Dr. Richard J. Shaker in 1995. SFS primarily provides customized investment management services to individuals, families and their related entities, trusts, individual retirement accounts and small business retirement accounts, and other legal entities. | Portfolio Manager-Equities | 31/12/2008 |
Philadelphia Stock Exchange, Inc.
 Philadelphia Stock Exchange, Inc. Investment Banks/BrokersFinance Philadelphia Stock Exchange, Inc. operates stock exchange in the United States. It trades more than 7,000 stocks, 16 sector index options, more than 2,300 equity options and multiple currency pairs. The company was founded in 1790 and is located in Philadelphia, PA. | Corporate Officer/Principal | - |
Training of Dan Gordon
| Haverford College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Shaker Financial Services LLC
Shaker Financial Services LLC Investment ManagersFinance Shaker Financial Services LLC (SFS) is an independent registered investment advisor headquartered in Annapolis, Maryland. The firm was founded by Dr. Richard J. Shaker in 1995. SFS primarily provides customized investment management services to individuals, families and their related entities, trusts, individual retirement accounts and small business retirement accounts, and other legal entities. | Finance |
Philadelphia Stock Exchange, Inc.
Philadelphia Stock Exchange, Inc. Investment Banks/BrokersFinance Philadelphia Stock Exchange, Inc. operates stock exchange in the United States. It trades more than 7,000 stocks, 16 sector index options, more than 2,300 equity options and multiple currency pairs. The company was founded in 1790 and is located in Philadelphia, PA. | Finance |
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