Jason Shapiro CFA, FRM, CAIA

Critic
DISC Type : C

Head of Institutional Defined Contribution at Columbia Threadneedle Investments, US

New York City Metropolitan Area, United States

Overview

Jason Shapiro leads the Institutional Defined Contribution business at Columbia Threadneedle Investments. He is responsible for strategy, product development, and sales of the firms DC-focused investment products. He holds an MBA from Columbia Business School and possesses both the CAIA and FRM designations, underscoring his expertise in alternative investments and risk management.

He once shared a surprising statistic: every time you shuffle a deck of cards, you are likely the first person in history to create that specific order.

Personality Overview

Negotiator

Precise

ROI Driven

They like to take decisions independently and do not seek others' support often.  They don’t appreciate bells and whistles unless backed by data. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Defined Contribution
His role as Head of Institutional Defined Contribution and his public posts focus directly on DC regulation, legislation, and plan sponsor governance.
Retirement Investing
He frequently publishes research and white papers on custom target date funds and strategies for mitigating downside risk for retirees.
Investment Governance
He has authored content on how formal structure reviews can help DC plan sponsors improve governance, bolster fiduciary oversight, and guide plan evolution.

Media Appearances

Jason has no verified media appearances

Work History

1-2025
Head of Institutional Defined Contribution at Columbia Threadneedle Investments, US
1-2021
Senior Director, Consultant Relations at Columbia Threadneedle Investments, US
8-2011 - 1-2021
Director, Investments at Willis Towers Watson
8-2009 - 8-2011
Investment Consultant at Buck
2-2007 - 1-2008
AP Team Lead at Del Laboratories

Education

2008 - 2009
MBA from Columbia Business School
2001 - 2005
BS from University of Maryland

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Institutional Defined Contribution at Columbia Threadneedle Investments, US
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Insights For Selling To Jason Shapiro

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason Shapiro is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Jason Shapiro

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Jason Shapiro move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Jason Shapiro take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Jason Shapiro

Personality Compatibility


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