Jason M. Laurie CFA, CFP®
Managing Director & Chief Investment Officer
Education

BBA, Finance and Computer Applications, Notre Dame (cum laude)

Professional Certifications

Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™

Personal

Art fair aficionado, seafood fanatic, long-time East Lakeview resident, former summer boat captain and tour guide

Jason M. Laurie

A founding partner and managing director, Jason has chaired Altair’s Investment Committee since 2011 and succeeded Steve Weinstein 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.

Jason helps clients achieve their long-term financial goals through the integration of investment management and financial planning. He works in close collaboration with his clients’ broader team of professional advisers to create customized investment strategies that maximize wealth preservation while also taking advantage of wealth creation opportunities. With 20 years of client portfolio experience, he is particularly skilled at helping clients navigate transitional life events such as the sale of a business, the distribution of a trust, retirement, or divorce.

Jason has lectured before several professional groups including the World Presidents’ Organization, and is quoted in both the local and national media. Jason was selected as one of Chicago magazine’s Five Star Wealth Managers for 2010, 2011, and 2013.

Prior to forming Altair, Jason 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, Jason developed and conducted retirement investment planning seminars for employees of leading Chicago corporations. Prior to Andersen, Jason worked at the investment research firm Ibbotson Associates where he was in the group that developed and maintained asset allocation software.

Jason is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the CFA Society of Chicago. Jason graduated cum laude from the University of Notre Dame, with a BBA degree in finance and concentration in computer applications.

Jason resides in Chicago’s Lakeview neighborhood.


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