Profiel
Mr. Jason T.
Boles, CFA MBA, is a Portfolio Manager at Channing Capital Management LLC.
He has 20 years of Experience.
Prior to joining Channing Capital, Mr. Boles was a Senior Equity Analyst on the Small-Cap Value team at WEDGE Capital Management, covering various sectors including technology, industrials, and transportation.
He was an Equity Research Associate with Bank of America, focusing on the technology hardware sector.
He earned a B.S.
in Economics from Cornell University and an M.B.A. from the University of Chicago Booth School of Business.
He has earned the Chartered Financial Analyst designation.
Actieve functies van Jason Tyler Boles
| Bedrijven | Functie | Begin |
|---|---|---|
Channing Capital Management LLC
Channing Capital Management LLC Investment ManagersFinance Channing utilizes a fundamental, bottom- up value investment philosophy that focuses on undervalued domestic (US) equity stocks across small, mid and large-cap ranges. With this approach, the firm looks for publicly-traded companies that are trading at significant discounts to their intrinsic value. They seek to generate above average returns through their investment process and discipline, and, as a result, Channing's relatively concentrated approach focuses on stock picking rather than market timing or sector allocation. | Analyst-Equity | 01-07-2023 |
Eerdere bekende functies van Jason Tyler Boles
| Bedrijven | Functie | Einde |
|---|---|---|
WEDGE Capital Management LLP
WEDGE Capital Management LLP Investment ManagersFinance WEDGE follows a value-oriented, bottom-up approach coupled with macro-economic research to the equity and fixed income markets. The firm's traditional and quantitative equity portfolios are consistently managed relative to holdings and positions sizes, and are well-diversified among issues and sectors, subject to account guidelines. Their Fixed income portfolios are constructed with varying duration targets based on client benchmarks. | Analyst-Equity | 01-06-2023 |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31-12-2005 |
Opleiding van Jason Tyler Boles
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
WEDGE Capital Management LLP
WEDGE Capital Management LLP Investment ManagersFinance WEDGE follows a value-oriented, bottom-up approach coupled with macro-economic research to the equity and fixed income markets. The firm's traditional and quantitative equity portfolios are consistently managed relative to holdings and positions sizes, and are well-diversified among issues and sectors, subject to account guidelines. Their Fixed income portfolios are constructed with varying duration targets based on client benchmarks. | Finance |
Banc of America Securities LLC
Banc of America Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Channing Capital Management LLC
Channing Capital Management LLC Investment ManagersFinance Channing utilizes a fundamental, bottom- up value investment philosophy that focuses on undervalued domestic (US) equity stocks across small, mid and large-cap ranges. With this approach, the firm looks for publicly-traded companies that are trading at significant discounts to their intrinsic value. They seek to generate above average returns through their investment process and discipline, and, as a result, Channing's relatively concentrated approach focuses on stock picking rather than market timing or sector allocation. | Finance |
The University of Chicago
The University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















