Gary Rozak

Online Trading Academy
Gary Rozak Photo

Gary Rozak is a former floor trader who brings extensive real-world experience to his role as Online Trading Academy Instructor. He also understands the complexity of portfolio management as a fiduciary for a 401(k) plan and can help students who want to take control of their retirement plans.

Gary feels that many investors take many risks they don’t need to, either through lack of education or inappropriate advice. In his classes, he emphasizes the importance of the proper risk/reward ratio on each and every trade.

Gary came to Online Trading Academy because he felt it offers the best education platform in teaching wealth management, trading skills and confidence. His passion is to help others achieve financial independence by sharing his deep knowledge of the markets.


Past

  • Bachelor of Arts, University of Wisconsin - Madison
  • Former floor trader, Chicago Board of Trade (CBOT) and Chicago Mercantile Exchange (CME)
  • Managing Director of a fixed income and mortgage-backed securities company
  • President of a $30 million electronics company with 18 U.S. locations and Fiduciary for its 401(k) plan

Specialties

  • UK Markets
  • US Markets

Expertise

  • Wealth Management

Endeavors

  • Traded a $300 million portfolio of mortgage-backed securities and U.S. Treasuries to hedge existing mortgages during the 2008 financial crisis
  • Hosts a regular LinkedIn forum on interest rates and yield curves, focused on the U.S. Treasury auctions
  • Avid recreational athlete who enjoys hockey, skiing, basketball and golf

Hometown

Illinois, USA

What Students Are Saying

“Gary was very understanding of the need to make sure his students understand the strategy taught. He was very good at repeating multiple times the strategy; his main concern being that the lessons he teaches are understood and that the function of entering a position in the marketplace is well managed and protected. I am very thankful for his skill and experience, and also his wisdom. His many years of working in the industry have made him a most valuable resource for me.”

, April 2017

“Gary Rozak speaks from experience, which is clearly evident in his constant/steady and confident approach. His analogies help to paint a clear picture of how, what is typically a complicated structure (puts/calls) can have a simplified the approach. He builds your confidence through practice and consistency; there is absolutely no whishy/washy approach in Gary's delivery. This is the approach I think every person new to investing in the market, especially options, need because there are simply so many "options" to how you can enter/exit the market. Clarity in the approach is key to being confident. I would highly recommend Gary's course to anyone.”

, April 2017

“Instructor's knowledge and experience, very valuable. Taught strategies important to my goals. Instructor made the lessons very interesting and motivational.”

, April 2017

“Gary Rozak's in depth knowledge was delicately balanced with our absorption throughout the presentation of the material. All questions were received and answered graciously until we understood. His style was interesting and held my attention all day, every day. Each day I looked forward to the next. You can't ask for better than that! Thanks, Gary, I appreciate and value what you have imparted to us.”

, March 2017

“My instructor, Gary Rozak, taught me how to protect my assets and gave me the confidence to go forward, manage my account. Gary Rozak is very knowledgeable, presented a lot of scenarios; how you can cover yourself in the worse scenarios, how you can increase your ROR. He presented different scenarios where you can lose or profit. The best thing is the class is interactive, learned from different opinions of other students. Gary needs to come back here in NJ OTA. He will be able to help a lot of people manage their wealth.”

, March 2017

“Anybody who is remotely interested in preserving their capital is STRONGLY advised to enroll in this class. Gary is very knowledgeable, presented the course material extremely well. He has a great concern for the student's success!!!”

, March 2017

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