Jason Laurie
Directeur en chef des Investissements chez Altair Advisers LLC
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.
Postes actifs de Jason Laurie
Sociétés | Poste | Début |
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Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Directeur en chef des Investissements | 01/01/2018 |
Formation de Jason Laurie
University of Notre Dame | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Entreprise privées | 1 |
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Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Finance |