Shaun Roach

Analyst-Equity at

Pekin Hardy Strauss, Inc.

Finance

Consumer Services

Commercial Services

Profile

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.

Shaun Roach active positions

Companies	Position	Start
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	2023-12-31

All active positions of Shaun Roach

Former positions of Shaun Roach

Companies	Position	End
Deloitte Financial Advisory Services LLP Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Provides forensic, dispute and other consulting services	Corporate Officer/Principal	-

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Linked companies

Private companies	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