Prior to joining the advisor in 2014, Shaun spent five years at Deloitte Financial Advisory Services assisting clients with valuation needs related to financial reporting, tax compliance, and strategic planning. Shaun serves as a portfolio manager to the Appleseed mutual fund. Shaun began his career at Deloitte Consulting as an actuarial consultant. He received a B.S. in Actuarial Science and Finance from the University of Illinois in May 2005 and an MBA from the University of Chicago Booth School of Business.

Shaun Roach
Research Analyst, Assistant Portfolio Manager and Analyst
Pekin Hardy Strauss Wealth Management
United States, Illinois, Chicago
About Me
Profile Information
Research Analyst, Assistant Portfolio Manager and Analyst
Pekin Hardy Strauss Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Aug 16, 2025
Work Experience
Pekin Hardy Strauss Wealth Management
Research Analyst, Assistant Portfolio Manager and Analyst Feb 2014 - Present
Email: shaun@pekinhardy.com
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