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.  Shaun 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.