Our Team

Pekin Hardy Strauss is a research-driven boutique wealth management firm that provides customized portfolio management services and personal financial advice.

Our Investment Team

 

Pekin Hardy Strauss is a research-driven investment firm in Chicago, with six CFA charterholders on the investment team. Our investment professionals are analytical, contrarian, value-oriented, independent, and intellectually honest.

 

Matt Blume, CFA

Matt Blume, CFA

Portfolio Manager and Director of ESG Research

Matt is a portfolio manager of private client accounts at Pekin Hardy, and he also manages the firm's shareholder activism efforts...

Brandon Hardy

Brandon Hardy

SVP & Portfolio Manager

Brandon joined Pekin Hardy Strauss in 1997 and has been a Portfolio Manager for nearly 20 years.  He manages taxable, charitable...

Erin Kelsey

Erin Kelsey

Financial Planner

Erin works closely with Pekin Hardy clients to create comprehensive financial plans to address each client’s individual needs...

Alexander Kuznetsov, CFA

Alexander Kuznetsov, CFA

Research Analyst

Prior to joining the firm in 2016, Alex worked as a VP of investment banking services in Kazakhstan at Aton...

Bill Pekin, CFA

Bill Pekin, CFA

SVP & Portfolio Manager

Bill has been a Portfolio Manager at Pekin Hardy Strauss Wealth Management for nearly 20 years.  He is a Shareholder of the firm...

Shaun Roach, CFA

Shaun Roach, CFA

Assistant Portfolio Manager

Prior to joining the advisor in 2014, Shaun spent five years at Deloitte Financial Advisory Services assisting clients with valuation needs...

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...

Joshua Strauss, CFA

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...

Business Operations and Compliance

Troy Cam

Troy Cam

Head Trader

Prior to joining the firm in 2013, Troy worked as a trader and in portfolio analysis. His prior roles include Head Trader...

Pamela Drella

Pamela Drella

Operations Manager

Prior to joining the firm, Pam gained over 20 years of experience in the investment industry with a registered investment advisor...

Jennifer Dunlap

Jennifer Dunlap

Chief Compliance Officer

Prior to joining the firm in 2012, Jennifer worked in financial service roles across risk, operations and management. Her prior roles include...

Sheri Jones

Sheri Jones

Client Service Associate

Prior to joining Pekin Hardy Strauss, Sheri worked in marketing and client services for a London-based investment manager...

Alexis Lerma

Alexis Lerma

Client Service & Compliance Associate

Prior to joining Pekin Hardy Strauss as a client service and compliance associate, Alexis worked as a revenue analyst at Marsh & McLennan...

Colin Rennich, CFP

Colin Rennich, CFP

Senior Vice President

As Director of Sales, Colin is responsible for marketing the Appleseed Fund and additional products to the institutional marketplace...

Annie Rijks

Annie Rijks

Associate Advisor

Annie joined the firm in 2008 and is currently a Trader, Portfolio Accountant, and investment support analyst. Prior to joining...

Kathleen Siojo

Kathleen Siojo

Senior Client Service Associate

Kathleen began her career in retail banking at Wells Fargo where she focused on assisting high-value consumer and business clients...

Contact

Get In Touch

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APPLESEED FUND DISCLOSURE

You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-800-470-1029.

There is no guarantee that the vehicles presented will succeed; and investment results may vary. Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. Alternative Private Investments, such as REIT’s and real-estate related securities involve special risks. such as limited liquidity and interest rates risk. Investors in alternative investments should bear in mind that these products can be highly speculative and may not be suitable for all clients. Investments in commodities may be affected by overall market movements, changes in interest rates, and other factors, such as weather disease, embargoes, and international economic and political developments.

The Fund’s past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-470-1029.

The Fund is managed by Pekin Hardy Strauss Inc. an SEC registered investment firm dedicated to value investing. For more information, visit www.appleseedfund.com.

The Appleseed Fund is distributed by Ultimus Fund Distributors, LLC (member FINRA)

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