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.


Brandon Hardy

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

Bill Pekin, CFA

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

Joseph Plevelich, CFA

Joseph has seventeen years of experience in securities research and analysis having worked on both the buy-side and sell-side.

Shaun Roach, CFA

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 has been a Portfolio Manager at Pekin Hardy Strauss Wealth Management since 2004. He is a Co-CEO of the firm...

Joshua Strauss, CFA

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

Lauren Andretich

Lauren has 20 years of experience working in a client services function, including the last 6 years where she has worked with investment advisors.

Troy Cam

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

Pamela Drella

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

Jennifer Dunlap

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

Kathleen Hudock

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

Lisa Rae

Lisa has been working in the wealth management industry since 2013. For a wealth management firm in Dana Point, California.

Annie Rijks

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

Colin Rennich, CFP

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


Get In Touch

We are here for you and would love to answer your questions about asset and wealth management. Fill out the form below and one of our experienced investment advisors will be in touch with you soon.


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)