Ron Chan, CFA
Prior to joining the advisor in 2010, Ron worked in several accounting and
finance roles. Ron worked in the Mergers & Acquisitions group at KPMG where he advised private
equities and major public corporations on financial transactions. Ron started his career with Ernst
& Young in New York, working on audit, tax, and internal control engagements for Fortune 500
companies. Ron received a B.A. in Business Administration from the University of Washington, a
Masters of Accounting from the University of Washington, and
an MBA from the University of Chicago.
SHAUN ROACH, CFA
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 is currently a MBA candidate at the University of Chicago Booth School of Business.