About
Jason Shum, CFA, is a Partner and Senior Equity Analyst at TimesSquare Capital Management, LLC, where he leads research coverage in the U.S. equity team, with a specialized focus on the semiconductors sector and related equipment. He is also actively involved in analyzing hardware and gaming industries, applying rigorous fundamental equity analysis to guide investment strategies across these technology-driven segments.
Jason brings more than fifteen years of capital markets experience, having advanced through roles including Vice President, Senior Vice President, and Senior Equity Analyst within TimesSquare, as well as previous positions in equity research at Merrill Lynch. His strong background in financial modeling and market research has contributed to his reputation for thorough analytical work and strategic insight in complex, fast-evolving industries.
He holds a Bachelor of Science in Finance and Actuarial Science from the NYU Stern School of Business and is a CFA charterholder, underscoring his expertise in financial analysis and investment management. Jason’s notable achievements include building deep sector expertise, driving data-driven investment decisions, and delivering actionable market perspectives that support institutional client portfolios focused on U.S. growth equities.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| TimesSquare Capital Management, LLC | Partner, Senior Equity Analyst | Oct 2023 to Present | — | 
| TimesSquare Capital Management, LLC | Senior Vice President, Senior Equity Analyst | Mar 2021 to Present | — | 
Education
NYU Stern School of Business
Bachelor of Science, Finance, Actuarial Science
2005 — 2009
Others at Timessquare Capital Management, LLC (16)
| Name | Role | Location | 
|---|---|---|
| Partner and Co-Head US Trading | New York, NY , United States | |
| Senior Analyst, Co-PM Healthcare HF | New York, NY , United States | |
| DDavid Oh | Portfolio Manager | New York, NY , United States | 
| EEdward Salib | Director, Senior Equity Analyst | Pleasantville, NY , United States | 
| GGregory Vasse | Partner | New York, NY , United States | 
| JJacob Troutman | Vice President | New York, NY , United States | 
| Partner, Head of Client Services | Morristown, NJ , United States | |
| President | Tenafly, NJ , United States | |
| MMatt Ripperger | Senior Vice President and Co-Head Healthcare | New York, NY , United States | 
| MMichael Russell | Partner | New York, NY , United States |