Altair Advisers
Jason Laurie, CFA®, CFP®, serves as the Managing Director and Chief Investment Officer at Altair Advisers, a role held since June 2002, where responsibilities include overseeing investment management, financial planning, and client education for a select clientele. As a Founding Partner, Jason also contributes to client service and business development while participating in the Investment Committee. Previously, Jason worked at Arthur Andersen from July 1997 to May 2002 as a Manager in Private Client Services, focusing on integrating investment advisory services with wealth planning strategies. Earlier experience includes a position as Product Coordinator at Ibbotson Associates, where Jason contributed to the development of asset allocation software currently used by Altair Advisers. Jason holds a Bachelor’s degree in Business Administration with a focus on Finance from the University of Notre Dame.
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Altair Advisers
Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services. We counsel a select group of individuals, families, foundations and endowments. As a fiduciary, we serve as an advocate for our clients, providing objective advice and comprehensive guidance across all aspects of our clients’ financial lives.