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Jason DeFilippo, CFA, CIPM, CAIA

Client Service Associate

523 followers

Boston, Massachusetts, United States

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Timeline
About me
Associate Director, Performance Impax Asset Management
Education
- Siena College
  2005 - 2009
  Bachelor of Science (B.S.) Finance, General
  Activities and Societies: Siena College Baseball Team
Experience
- SCS Financial
  Jul 2011 - Jan 2013
  Client Service Associate
- Putnam Investments
  Jan 2013 - Jun 2018
  - Senior Performance and Attribution Analyst
    Jun 2016 - Jun 2018
  - Performance and Attribution Analyst
    Jan 2015 - Jun 2016
  - Senior Client Reporting Analyst
    Apr 2014 - Jan 2015
  - Client Reporting Associate
    Jan 2013 - Apr 2014
- Manulife Investment Management
  Jun 2018 - Sept 2021
  Manager, Investment Analytics
- Impax Asset Management
  Sept 2021 - now
  Associate Director
Licenses & Certifications
- Chartered Alternative Investment Analyst
  CAIA Association
- Certificate in Investment Performance Measurement (CIPM)
  CFA Institute
- CFA Charterholder (CFA)
  CFA Institute

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