Shaun Alan Roach
Analyst-Equity chez Pekin Hardy Strauss, Inc.
Profil
Mr. Shaun A.
Roach, CFA, is an Assistant Portfolio Manager & Analyst at Pekin Hardy Strauss, Inc.
Prior to joining the advisor in 2014, he spent five years at Deloitte Financial Advisory Services assisting clients with valuation needs related to financial reporting, tax compliance, and strategic planning.
He 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.
Postes actifs de Shaun Alan Roach
| Sociétés | Poste | Début |
|---|---|---|
Pekin Hardy Strauss, Inc.
 Pekin Hardy Strauss, Inc. Investment ManagersFinance Pekin Hardy Strauss, Inc. (Pekin Hardy) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded by Rick Singer in 1990 as Pekin Singer Strauss Asset Management, Inc. Pekin Hardy serves as the investment manager to the Appleseed Fund, a mutual fund registered under the Investment Company Act of 1940, and provides investment management services to separately managed accounts, retirement plans, and other client accounts. | Analyst-Equity | 01/01/2024 |
Anciens postes connus de Shaun Alan Roach
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Financial Advisory Services LLP
 Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Formation de Shaun Alan Roach
| University of Illinois | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pekin Hardy Strauss, Inc.
Pekin Hardy Strauss, Inc. Investment ManagersFinance Pekin Hardy Strauss, Inc. (Pekin Hardy) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded by Rick Singer in 1990 as Pekin Singer Strauss Asset Management, Inc. Pekin Hardy serves as the investment manager to the Appleseed Fund, a mutual fund registered under the Investment Company Act of 1940, and provides investment management services to separately managed accounts, retirement plans, and other client accounts. | Finance |
Deloitte Financial Advisory Services LLP
Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Commercial Services |