Joe Shacklock
Portfolio Manager
Joe Shacklock joined Birch Run Investments in December 2018 as Portfolio Manager. Prior to joining Birch Run Investments he spent five years at Sterling Advisors, a division of BB&T Securities. During his time with Sterling Advisors Mr. Shacklock held key roles in the firm ranging from operations, trading, and portfolio management, most recently serving as Head Trader and Assistant Portfolio Manager. Mr. Shacklock served on the firm’s fixed income and equity investment committees and assisted in overseeing over $2 billion in assets under management for institutional and high net worth investors. Additionally, as Head Trader, Joe supervised the trading department and was directly responsible for all of the firm’s equity and fixed income trading activity. Mr. Shacklock has a B.S. in Finance from West Chester University and an MBA from Widener University.