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

BA, 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, Cub Scout den leader

Jason D. Lister

As the Director of Client Reporting and Operations, Jason D. Lister 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. Jason 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 monitor asset allocations and validate investment returns for over 10,000 portfolios.

Jason is a CFA® charterholder and has earned the CIPM (Certificate in Investment Performance Measurement). Jason has degrees in Spanish and Political Science from Vanderbilt University. He is a member of the CFA Society of Chicago.