Jason Laurie is 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 in 2010, 2011 and 2013.