Jason Rotman

Jason is the Chief Investment Officer at Elevate Financial Partners, with over 20 years of experience that began as a top futures trader in Chicago. A Princeton University graduate, he creates wealth strategies for high-net-worth families and appears on outlets like CNBC and Bloomberg. Colleagues often describe him as sharp, creative, and methodical.

Beyond his financial career, Jason is a passionate yogi and musician. He performs sacred chant music (kirtan) with his group, Krishnas Kirtan, and has been featured at major national yoga festivals. His spiritual practice offers a balance to his work in global financial markets.

Unique fact: He balances his life as a CIO with his passion for spiritual music, regularly performing as a sacred kirtan chant singer at events across the country.