About Us

Founded by Rooz Eftekhari in 2009, Grizzly Peak is an independent Registered Investment Advisory (RIA) boutique in the San Francisco Bay area. After seeing the destruction left in the wake of the Financial Crisis, he decided to do something about it. Combining his trading experience and analysis skills he realized there were gaps in how individual investors were dealt with. Our platform was built to fill the holes in, with improved risk management and a compensation structure geared for growing your money. We've cut out the middle-men between you and the person deciding where to place the assets. The result is our specialty, which is using institutional, dynamic, portfolio and risk management techniques for you directly.



Rooz Eftekhari, M.B.A.
Chief Executive Officer
Dima Leshchinskii, Ph.D.
Chief Economist