CoverProfile

Shaun Roach

Research Analyst, Assistant Portfolio Manager and Analyst

Pekin Hardy Strauss Wealth Management

United States, Illinois, Chicago

About Me

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.

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

More profiles to browse

JS
Josh Strauss
CEO & Portfolio Manager
Profile Photo
Billy Pekin
Portfolio Manager
Profile Photo
Adam Strauss
CEO and Portfolio Manager
BH
Brandon Hardy
Sr. Vice President and Portfolio Manager

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST