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 Roach
| Sociétés | Poste | Début |
|---|---|---|
Pekin Hardy Strauss, Inc.
Pekin Hardy Strauss, Inc. Investment ManagersFinance Pekin Hardy is a bottom-up, value investor and asset manager who seeks to generate market-beating returns by making prudent and disciplined investments on behalf of their clients. The firm aims to construct investment portfolios that are consistent with a client’s stated investment objectives and tolerance for risk, liquidity, and suitability. They generally seek out companies with healthy balance sheets, positive cash flows, solid business models, and strong management. Pekin Hardy tends to be contrarian investors and looks for companies that have an intense focus on delivering long-term shareholder value. | Analyst-Equity | 01/01/2024 |
Anciens postes connus de Shaun Roach
| Sociétés | Poste | Fin |
|---|---|---|
Deloitte Financial Advisory Services LLP
Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Provides forensic, dispute and other consulting services | Corporate Officer/Principal | - |
Formation de Shaun Roach
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Pekin Hardy Strauss, Inc.
Pekin Hardy Strauss, Inc. Investment ManagersFinance Pekin Hardy is a bottom-up, value investor and asset manager who seeks to generate market-beating returns by making prudent and disciplined investments on behalf of their clients. The firm aims to construct investment portfolios that are consistent with a client’s stated investment objectives and tolerance for risk, liquidity, and suitability. They generally seek out companies with healthy balance sheets, positive cash flows, solid business models, and strong management. Pekin Hardy tends to be contrarian investors and looks for companies that have an intense focus on delivering long-term shareholder value. | Finance |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Deloitte Financial Advisory Services LLP
Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Provides forensic, dispute and other consulting services | Commercial Services |
















