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Author Profile

Jason Rotman

Lido Isle Advisors
Trading Experience: 15 years

Jason Rotman is a managing partner of Lido Isle Advisors. In this role, Jason is responsible for overseeing investment review and selection, maintaining pristine business practices for the firm, as well monitoring and taking action on industry trends which may benefit the clients of Lido Isle Advisors.

Jason began his career in 2002 in Chicago, trading futures on European equities for Resource Trading Group. He then traded US government bonds at Refco Trading Services, the proprietary arm of Refco. He rose to become the largest volume US 10 year bond traders at the firm. At that time, Refco was one of the world’s largest futures brokerages.

Jason is a graduate of Princeton University, where he majored in Psychology and played varsity football for 4 years. He holds a Series 3 license with the National Futures Association.

Jason’s advanced knowledge of the markets and the business of trading, combined with his expertise in custom portfolio creation, allow him to serve each client of Lido Isle Advisors in a unique and expert manner.  Jason hascreated a proprietary measurement formula to evaluate CTAs which is an additional value-added element to working with Lido Isle Advisors.

Jason is a frequent guest of Bloomberg TV and CNBC. He lives in Orange County, CA with his wife and two children.
Contact Jason:

Trading futures and options is speculative, involves risk of loss, and is not suitable for all investors.  Past performance is not necessarily indicative of future results.  Managed accounts must obtain a CTA disclosure document prior to opening an account.  All information, communications, publications, and reports, including this specific material, distributed by Lido Isle shall be construed as a solicitation.  Lido Isle does not maintain an independent research department pursuant to CFTC Regulation 1.71.  This email and any files transmitted with it is confidential and intended solely for the use of the individual or entity to whom it is addressed and may not be disseminated, distributed or copied without consent of the sender. If you have received this email in error, please notify the sender and delete this email.

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