Jason Rotman

Jason serves as the Chief Investment Officer for Elevate Wealth Advisors, our independent Registered Investment Adviser, and for Axios Capital GP, the General Partner of Elevate Alpha Fund, LP. He brings over two decades of experience in global financial markets, portfolio management, and active trading strategies.

A Princeton University graduate and former collegiate football player, Jason began his career in commodities and quickly rose to prominence as the top futures trader in the largest office of one of the world’s largest commodities trading firms. His success in managing complex, high-volume trading strategies established him as a leading voice in global markets.

Over the years, he has led trading seminars and investor education events across the globe, including Dubai, Singapore, Vancouver, and major cities throughout the United States, teaching thousands of investment professionals and investors on topics ranging from currencies and equities to options and futures trading.

His market insights and technical expertise have earned him features on major financial media outlets such as Bloomberg, Fox News, and CNBC, as well as live appearances at the New York Stock Exchange.

At Elevate and its respective funds, Jason oversees the firm’s investment philosophy, portfolio construction, and risk management framework, combining disciplined macro analysis with tactical, data-driven execution to help clients achieve superior, risk-adjusted returns.

In addition to his CIO responsibilities, Jason maintains a select personal book of business serving ultra-high-net-worth families, where he specializes in advanced financial planning strategies to support long term generational wealth objectives.