As a Client Administration Specialist, Jason is responsible for operation relationships with the Altair investment managers and custodians. He also monitors client transactions daily and prepares reports to track assets under advisement and quarterly and annual billing statements.
Prior to joining Altair, Jason was a senior funds administration/fund flow coordinator for UBS Global Asset Management. Prior to that he was with The Northern Trust as a senior fund analyst. Jason has extensive project management and client relationship experience.
Jason graduated from Northern Illinois University with a degree in Finance.