Shanzer is the Director of Investments & Technology at Waggoner, where he oversees the firm's investment operations and technology development. His responsibilities include portfolio strategy management, market research, and leading the investment committee to ensure every decision is executed with precision. On the technology side, he drives the development of fintech tools that support smarter decision-making and long-term scalability for the firm.
He brings a disciplined, analytical approach to both markets and systems, translating data, macro insights, and workflow innovation into efficient, actionable outcomes for clients and the firm.
He holds the CFA® designation and earned a Bachelor’s degree in Finance, with a minor in Insurance and Risk Management, from Michigan State University. He also maintains FINRA Series 7 registration through LPL Financial and Series 66 registration with Private Advisor Group.
Outside of work, he enjoys hiking, traveling, fitness, and gaming, and spending time with his wife, Maheen, and their son, Zaydan.
