Adam Strauss, CFA
Adam Strauss, CFA Co-Chief Executive Officer & Portfolio Manager Adam has been a Portfolio Manager at Pekin Hardy Strauss Wealth Management since 2004. He is a Co-CEO of the firm and leads the firm’s investment team. Adam works closely with individuals, families,...
Shaun Roach, CFA
Shaun Roach, CFA Assistant Portfolio Manager and Analyst Prior to joining the advisor in 2014, Shaun spent five years at Deloitte Financial Advisory Services assisting clients with valuation needs related to financial reporting, tax compliance, and strategic planning....
Joseph Plevelich, CFA
Joseph Plevelich, CFA Senior Research Analyst Joseph has nineteen years of experience in securities research and analysis having worked on both the buy-side and sell-side. In his prior role as a director and senior research analyst at Boenning & Scattergood,...