Rooz Eftekhari, M.B.A., B.A.
Chief Executive Officer
Rooz is a trader, investor, and registered investment advisor. He got introduced to investing in the 1970's by his neighbor who was a stockbroker. He bought 1 share of IBM on the NYSE and reinvested the dividends. Thus began a lifelong interest in the power of compound returns. In 1994 in Chicago, he began trading equities learning the business from S&P traders and NASDAQ market makers. He became a short trading talent in global equities and indices. Rising through the ranks he became Director of Equities of a major trading firm. He broadened his acumen to include long/short, relative value, and directional strategies. Rooz is currently focused on swing trading in commodities, currencies, and the S&P 500. Before launching Grizzly Peak he was a trader at Assent, a SunGard subsidiary, and prior to that Generic Trading [RBC Capital Markets]. He holds a MBA from Manchester Business School in England, where he completed a dissertation on dedollarizing emerging markets, working with Dr. David Newton. He also holds a BA in History, with a focus on Latin America from Purdue University. He has passed the Series 7, 24, 55, 63, and 65 license exams. Perhaps a result of a childhood spent in the boy scouts, he is interested in natural beauty and sustainability. His main pastimes are youth soccer development, painting, and the quest for the perfect cup of coffee.