Jason Laurie

Jason Laurie

Chief Investment Officer bei Altair Advisers LLC

Finance
Consumer Services

Profil

Mr. Jason M.
Laurie
is a Managing Director & Chief Investment Officer at Altair Advisers LLC.
He is a Founding Partner and has chaired Altair’s Investment Committee since 2011 and succeeded as the firm’s Chief Investment Officer (CIO) in January 2018.
As CIO, he is responsible for leading the strategic direction of the firm’s investment advice in collaboration with Altair’s Research Team.
Jason also serves as the lead consultant on numerous client engagements.
Prior to forming Altair, Mr. Laurie was a Manager in Arthur Andersen’s Private Client Services practice.
He oversaw engagements that coordinated investment advisory services with other wealth planning strategies.
In addition to his work with high-net-worth individuals, he developed and conducted retirement investment planning seminars for employees of leading Chicago corporations.
Prior to Andersen, Mr. Laurie worked at the investment research firm Ibbotson Associates where he was in the group that developed and maintained asset allocation software.
He graduated cum laude from the University of Notre Dame, with a BBA degree in finance and concentration in computer applications.
He is a CFA charterholder and a Certified Financial Planner certificant.
He is a member of the CFA Society of Chicago.

Aktive Positionen von Jason Laurie

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Chief Investment Officer 01.01.2018
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Ausbildung von Jason Laurie

University of Notre Dame Undergraduate Degree

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