Rich H. Rund, CFA
Director of Client Services and Business Development
Rich is responsible for building and maintaining relationships with current and future clients at Shaker Investments. He brings over 13 years of experience to the team where he is responsible for communicating with individual and institutional clients, marketing, business development and compliance.
Prior to joining Shaker, Rich was an analyst with Citigroup Global Markets, Inc. in their Special Situations Group. Prior to that, he was an investor relations representative for Bank of New York’s Alternative Investment Services group. His professional experience includes business development, client service, investment management, statistical analysis, project management, fund administration and operations.
Rich is currently a board member of AJC Cleveland. He is active with the Jewish Federation of Cleveland and is a former member of the National Young Leadership Cabinet. He is also a current member of the CFA Society of Cleveland and the Cleveland Council on Foreign Relations.
Rich is a holder of the Chartered Financial Analyst designation and received his BA in Economics from the Ohio State University with a minor in Business Administration.
Rich is a long-suffering Cleveland professional sports fan. He and his wife, Beth, reside in Moreland Hills with their pet Labradoodle.