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.
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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.
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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.
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.
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