Pekin Hardy Strauss Wealth Management
Shaun Roach has extensive experience in the finance industry. Shaun began their career in 2005 as an Actuarial Analyst/Consultant at Deloitte Consulting LLP, where they conducted valuations and interviewed clients to understand their business needs. In 2008, they joined Deloitte Financial Advisory Services LLP as a Business Valuation Associate, acquiring valuation knowledge for public and private companies. Shaun advanced to the role of Business Valuation Senior Associate, where they improved their valuation skills and developed project management capabilities. From 2012 to 2014, Shaun worked as a Business Valuation Manager at Deloitte, managing valuations for companies of various sizes and industries. Since 2014, they have been a Research Analyst at Pekin Hardy Strauss Wealth Management, specializing in wealth and investment management services for high net worth individuals and organizations. Shaun's experience demonstrates their expertise in valuation, research, and client management.
Shaun Roach earned a Bachelor of Science (B.S.) degree in Finance and Actuarial Science from the University of Illinois Urbana-Champaign from 2001 to 2005. Later, from 2013 to 2015, they pursued a Master of Business Administration (MBA) degree at The University of Chicago Booth School of Business.
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Pekin Hardy Strauss Wealth Management
Pekin Hardy Strauss Wealth Management's mission has been to help its clients reach their financial goals for more than a quarter of a century. Over the years, they have helped their clients navigate through several challenging investing environments, and they have formed decades-long relationships with their clients and their families. Theycurrently manage more than $800 million in assets on behalf of their clients.They develop highly personalized financial plans and customized investment portfolios that are tailored to each client's unique needs, goals, and values. As investors, they seek to generate superior risk-adjusted returns through a value investing approach that emphasizes downside protection and preservation of capital.Importantly, they eat their own cooking; they invest their personal capital alongside the capital of their clients. They believe this approach aligns them better with their investors and makes them more careful about their investment decisions.