Jason D. Lister CFA®, CIPM
Director of Client Reporting
Education

B.A. in Spanish and Political Science, Vanderbilt University

Professional Certifications

Chartered Financial Analyst®
Certificate in Investment Performance Measurement

Personal

Father of three boys, soccer coach, baseball coach and Cub Scout den leader

Jason D. Lister

As the Director of Client Reporting, Jason supervises the reporting staff in the daily collection and reconciliation of portfolio data, as well as the presentation of monthly and quarterly reports for our clients. Jason also supervises the client operations team in the daily matters involved in carrying out consultant and client instructions, such as account openings and changes, transactions and cash transfers. His role includes oversight of data and other reporting functions necessary for the operations of the firm.

Prior to joining Altair, Jason was the Vice President in the Operations department for Morgan Stanley & Co., where he was responsible for all aspects of performance evaluation for institutional and ultra-high net worth portfolios, as well as for managing a team of performance analysts who monitored asset allocations and validated investment returns for over 10,000 portfolios.

Jason has degrees in Spanish and political science from Vanderbilt University. He is a CFA charterholder, has earned the Certificate in Investment Performance Measurement and is a member of the CFA Society of Chicago.