Jason Rotman
Visionary · DISC type DsJason 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.
Read the full overview →How Jason shows up
They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time.
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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