![Shaun Roach](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Shaun Roach
Analyst-Equity presso
Pekin Hardy Strauss, Inc.
Profilo
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.
Posizioni attive di Shaun Roach
| Società | Posizione | Inizio |
|---|---|---|
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 |
Precedenti posizioni note di Shaun Roach
| Società | Posizione | Fine |
|---|---|---|
Deloitte Financial Advisory Services LLP
 Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Provides forensic, dispute and other consulting services | Corporate Officer/Principal | - |
Formazione di Shaun Roach
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
86
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
