About
Jason Boles is an experienced investment professional currently serving as an analyst at WEDGE Capital Management LLP in Charlotte, NC. With a focus on equity research, he has played a key role in the firm's investment processes, contributing to the analysis and selection of value-oriented equity strategies for institutional clients.
Boles has an extensive background as a Senior Equity Analyst and General Partner at WEDGE Capital Management, where he worked from 2006 to 2023. His expertise spans small to large cap value strategies, with a particular emphasis on U.S. equity markets, supporting the firm's commitment to fundamental, value-driven investing.
He holds industry securities credentials and is recognized for his analytical rigor in evaluating public companies. Based in Charlotte, North Carolina, Boles has contributed significantly to the firm's research capabilities, supporting their reputation as specialists in disciplined value equity investing for institutional portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wedge Capital Management l.l.p. | Equity Analyst | Aug 2006 to Present | — |
| Munder Capital Management | Analyst Intern | Jun 2005 to Aug 2005 | — |
| Bank of America | Equity Research Associate Telecommunications and Data Networking Equipment Sector | Mar 1999 to Oct 2003 | — |
| Cadaret, Grant & Co., Inc. | Equity Trader | Mar 1998 to Mar 1999 | — |
Education
The University of Chicago Booth School Of Business
Master of Business Administration, Economics, Finance
2004 — 2006
Cornell University
Bachelor of Science, Economics
1993 — 1997
Oswego High School
Others at Wedge Capital Management L L P/nc (17)
| Name | Role | Location |
|---|---|---|
A Andrei Bolshakov | General Partner | Charlotte, NC , United States |
A Andrew Rosenberg | General Partner | Charlotte, NC , United States |
 | General Partner | Charlotte, NC , United States |
 | General Partner | Charlotte, NC , United States |
L Leah Long | Executive Vice President | Charlotte, NC , United States |
L Li Zhang | General Partner | Matthews, NC , United States |
M Mike Ritzer | General Partner | Charlotte, NC , United States |
R Rich Hodde | partner | Charlotte, NC , United States |
 | General Partner, Director of Fixed Income | Belmont, NC , United States |
A Andrew Hamlin | Associate Equity Analyst | Charlotte, NC , United States |