Kacie Wick

Kacie Beck is Shaker Investments’ Controller

Kacie Wick

Chief Compliance Officer

Kacie joined Shaker Investments in 2011 as the company’s controller. In 2022, Kacie was promoted to Chief Compliance Officer. She brings over 20 years of professional experience in operational and financial management for various for-profit and non-profit organizations in Boston and Cleveland. 

Prior to joining Shaker Investments, she was Director of Clinical Research Administrative Operations in the School of Medicine at Case Western Research University where she managed a research grant portfolio of over $40 million.   She has also worked as the Director of Finance for the Weatherhead School of Business at Case Western Reserve University,  Director of Operations at Village Preparatory School; Operations Manager at Northeast Ohio Council on Higher Education; and Center Financial Manager at Education Development Center.

Kacie received her Masters of Accounting from Case Western Reserve University, where she graduated magna cum laude and her BS in Management from Babson College in Wellesley, MA.  Kacie is currently working towards her Investment Advisor Certified Compliance Professional (IACCP) designation.

She lives in Shaker Heights with her two daughters and has served as the former treasurer for her local girl scout Troop 70204 and the Onaway PTO.

Kacie@shakerinvest.com
216-292-2950