Profil
Jason Tyler Boles worked as a General Partner at WEDGE Capital Management LLP from 2006 to 2023.
Prior to that, he worked as an Equity Research Associate at Banc of America Securities LLC in 2005.
Boles earned an MBA from The University of Chicago in 2006 and an undergraduate degree from Cornell University in 1997.
Anciens postes connus de Jason Tyler Boles
| Sociétés | Poste | Fin |
|---|---|---|
WEDGE Capital Management LLP
 WEDGE Capital Management LLP Investment ManagersFinance WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm provides portfolio management services to institutional investors as well as high net-worth individuals. WEDGE also provides non-discretionary advisory services to a Unified Managed Accounts (UMA) Program sponsored by a brokerage firm. | Analyst-Equity | 01/06/2023 |
Banc of America Securities LLC
 Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Corporate Officer/Principal | 31/12/2005 |
Formation de Jason Tyler Boles
| The University of Chicago | Masters Business Admin |
| Cornell University | Undergraduate Degree |
Expériences
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| Entreprise privées | 2 |
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WEDGE Capital Management LLP
WEDGE Capital Management LLP Investment ManagersFinance WEDGE Capital Management LLP (WEDGE) is an independent, SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1984, the firm provides portfolio management services to institutional investors as well as high net-worth individuals. WEDGE also provides non-discretionary advisory services to a Unified Managed Accounts (UMA) Program sponsored by a brokerage firm. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
