Jason Shapiro CFA, FRM, CAIA in

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

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.

Read the full overview →
Experience
18 Years
Current Role
Head of Institutional Defined Contribution
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Jason shows up

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.

Priorities

Topics Jason cares 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.
+4 more topics Login to view topics
Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2008 - 2009
MBA
Columbia Business School
2001 - 2005
BS
University of Maryland
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Columbia Threadneedle Investments, US Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jason. Free, 10 seconds.