Theodore Suhling

Theodore Suhling

Aug 15, 2023

Theodore Suhling Financial Planning Associate Prior to joining Pekin Hardy Strauss Wealth Management, Ted worked for Merrill Lynch and Vanguard where he contributed to their financial advice and financial planning efforts. He completed the Advisor Development Program...
Joshua Strauss, CFA

Joshua Strauss, CFA

Aug 15, 2023

Joshua Strauss, CFA Co-Chief Executive Officer & Portfolio Manager As the Co-CEO and Portfolio Manager of Pekin Hardy Strauss, Josh has extensive experience in pioneering and building multi-disciplinary approaches to both wealth management and investment...
Adam Strauss, CFA

Adam Strauss, CFA

Aug 15, 2023

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

Aug 15, 2023

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

Aug 15, 2023

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,...