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Adam J. Roger – CEO

Adam J Roger

Chief Executive Officer
Performance Track Record

Adam J. Roger, 58, is the Chief Executive Officer and founding partner of Wellington Legacy, a boutique investment firm specializing in commodities and options strategies. With over three decades of experience in global financial markets, Adam has built a reputation for disciplined risk management, transparent client relationships, and strategic foresight.

Since founding Wellington Legacy in 2013, Adam has led the firm with a clear mission: to help clients navigate the complexities of global commodities markets with precision, consistency, and integrity. Under his leadership, Wellington Legacy has become known for its tailored investment approach, consistent performance, and high-touch client service.

Adam began his career in institutional trading and portfolio strategy, working at leading financial firms in New York and London before establishing his own firm. He brings a deep understanding of macroeconomic trends, geopolitical risk, and market behavior to every decision he makes on behalf of his clients.

Beyond the numbers, Adam is committed to educating investors and upholding a high standard of ethics in the financial industry. His leadership continues to position Wellington Legacy as a trusted partner for clients seeking long-term growth and protection in today’s volatile markets.

Why
Choose Us?
Why Choose Us?

Why Choose Wellington Legacy?

At Wellington Legacy, we are more than just a boutique investment firm — we are your strategic partner in navigating the dynamic world of commodities and options trading. Since 2013, we’ve built our reputation on trust, performance, and a personalized approach to every client’s financial goals.

Extensive Knowledge

Investing provides a strong foundation

Extensive investing knowledge enables informed, strategic decisions by helping investors analyze trends, assess risk, and spot high-potential opportunities across asset classes.

Client-Centered

We understand each client’s objectives and risk tolerance

We prioritize active listening, personalized service, and trust to deliver tailored solutions, fostering lasting relationships and client confidence.

Customized risk-return profiles

Professionally managed commodities.

Customized risk-return profiles tailor investment strategies to match an individual’s or institution’s specific risk tolerance, financial goals, and time horizon.

Team Approach

We provide comprehensive and well-rounded client solutions.

We deliver comprehensive solutions that improve decision-making and provide effective, tailored strategies through thorough analysis.

Advanced Tech

Advanced technology in investment management.

Advanced technology uses data analytics, AI, and automation to boost decision-making, efficiency, and personalization in investment management.

Tailored portfolio solutions

Tailored portfolio solutions are customized.

Tailored portfolio solutions align with each client’s goals, risk tolerance, and time horizon.