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Joe Roos, CFA

Private Equity / Venture Capital / Family Office

Joe Roos is a highly experienced private equity, venture capital, and angel investor with a track record of over $3B in completed transactions over 18 years. His expertise spans M&A, strategy, capital markets, due diligence/legal, restructuring, portfolio management, and capital raising within fund and single family office setups.

As an angel investor at Roark's Drift, Joe focuses on sectors like consumer, software, and space. The launch of Roark's Drift in 2015 followed the IPO of Hudson’s Bay Company, and Joe has made notable investments including Terran Orbital, Inkbox, and others.

Joe Roos is also a 2x VC-backed founder and is a Registered Representative of Finalis Securities LLC, being a member of FINRA/SIPC. He pursued his B.A. at Boston College and has held various positions in organizations like Family Office, Roark's Drift, Polen Capital, FIT, Wink & Nod, Terran Orbital Corporation, Kyboe!, and others.

His rich background in investment, entrepreneurship, and strategic partnerships make Joe Roos a seasoned professional in the finance and investment industry, with a keen eye for identifying and nurturing high-potential ventures.

Highlights

Aug 8 · Seeking Alpha
Terran Orbital Stock: Starry Visions, Cloudy Finances (NYSE:LLAP) - Seeking Alpha
Terran Orbital Stock: Starry Visions, Cloudy Finances (NYSE:LLAP) - Seeking Alpha
Jul 6 · Seeking Alpha
Terran Orbital seen benefiting from customer Rivada's regulatory ... - Seeking Alpha
Terran Orbital seen benefiting from customer Rivada's regulatory ... - Seeking Alpha
Joe Roos, CFA
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Location

Boca Raton, Florida, United States