Jason Laurie

Jason Laurie is a control person of Altair Advisers and directly owns between 10% and 25% of it. Jason Laurie holds a BBA in Finance and Computer Applications from the University of Notre Dame.

Altair Advisers is an investment adviser based in Chicago, IL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $9.76 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.

Jason M. Laurie is Managing Director and Chief Investment Officer of Altair Advisers. A founding partner, he has chaired Altair’s Investment Committee since 2011 and became Chief Investment Officer in January 2018. As CIO, he leads the strategic direction of the firm’s investment advice, and he serves as lead consultant on numerous client engagements.

Professional designations

Listed by Altair Advisers

• Chartered Financial Analyst®
• CERTIFIED FINANCIAL PLANNER™ certificant

CRD

3161144

Firm

Altair Advisers · CRD 120642

Role

Member, Managing Director, Chief Investment Officer

In role since

January 2018 · 8 years

Control person

Yes

Direct ownership

10% to 25%

Firm headquarters

Chicago, IL

Individual registration

No current adviser record · SEC search

Disciplinary history

Not yet shown here · SEC record

Firm bio

altairadvisers.com

• Rebekah KohmescherMember, Chief Executive Officer and Chief Compliance Officer
• Browne ClaireDirector of Compliance
• Allison DilibertoMember, Managing Director
• Timothy FrenchMember, Managing Director, Chief Client Officer
• David LinMember, Managing Director Head of Research and Due Diligence
• Bryan MalisMember, Managing Director
• Rachael MangoubiMember, Managing Director
• Michael MurrayMember, Managing Director
• Anna NicholsMember, Managing Director
• Donald SorotaMember, Managing Director
• SWSteven WeinsteinChairman