Joe Roos, CFA

Active Investor

Chief Investment Officer at ZFO

Boca Raton, Florida

Joe Roos, CFA, Chief Investment Officer at ZFO is an active investor based in Boca Raton, Florida. This profile covers what Joe Roos, CFA backs, at which stage, and how founders can reach out in 2026.

Joe Roos is an experienced single family office chief investment officer managing investments and LP interests across all asset classes and industries, with a focus on Private Equity and Venture Capit

Joe Roos, CFA invests in Consumer & Retail and Fintech, typically at Early Stage Venture and Late Stage Venture.

Location
Boca Raton, Florida
Typical check
$3.8M

What does Joe Roos, CFA invest in?

Investor type
Family OfficeAngelPEVC
Stages
Early Stage VentureLate Stage Venture

Where is Joe Roos, CFA based?

Joe Roos, CFA is based in Boca Raton, Florida.

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How to reach Joe Roos, CFA

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About this profile

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Round Funded. "Joe Roos, CFA." Round Funded investor database, updated September 22, 2026.

Stable URL, it will not change: https://www.roundfunded.com/en/investor/joe-roos-cfa

Frequently Asked Questions

Who is Joe Roos, CFA?

Joe Roos, CFA, Chief Investment Officer at ZFO is an active investor based in Boca Raton, Florida. Joe Roos, CFA invests in Consumer & Retail and Fintech, typically at Early Stage Venture and Late Stage Venture.

What does Joe Roos, CFA invest in?

Joe Roos, CFA invests in Consumer & Retail and Fintech, typically at Early Stage Venture and Late Stage Venture. Match your sector and stage, then reach out with a personalized pitch.

What stage does Joe Roos, CFA invest at?

Joe Roos, CFA typically invests at Early Stage Venture and Late Stage Venture. Lead with traction that fits the stage when you reach out.

What is Joe Roos, CFA's typical check size?

Joe Roos, CFA typically writes checks around $3.8M. Use it as a signal for whether your raise fits their stage.

Where is Joe Roos, CFA based?

Joe Roos, CFA is based in Boca Raton, Florida.

How do founders reach investors like this?

Round Funded lists active investors with verified, professional contact details for signed-up founders. Filter by sector, stage and location, then send a personalized pitch from your own inbox.

What is Round Funded?

Round Funded is an investor database and outreach platform for startup founders. It lists 60,000+ active investors with verified contacts, filtered to recent investment activity, and lets founders send personalized pitches from their own Gmail, track replies, and share a free Data Room. Round+ starts at $99 per month with a 3-day trial.

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