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Jason Solomon

Jason Solomon

Senior Investment Analyst at Dean Capital Management

Denver, CO , United States

About

Jason Solomon is an analyst at Dean Capital Management (DCM), where he provides industry and security analysis to support the firm’s U.S. value equity strategies. Based in Denver, CO, Jason is involved with in-depth research across all sectors covered by DCM, aiding in the execution of fundamentally driven, bottom-up value investment approaches.

He focuses on U.S. equities, with experience contributing to DCM’s strategies that span the capitalization spectrum, including mid-cap and small-cap value portfolios. Prior to joining Dean Capital Management in July 2019, Jason worked as a generalist analyst in the investment banking department at Stephens Inc., where he gained experience across a variety of industries.

Jason holds the Chartered Financial Analyst (CFA) designation, having completed the rigorous multi-year program and becoming a member of the CFA Society of Kansas City in 2021. He graduated from the University of Alabama in 2017 with majors in Finance and Economics, demonstrating a strong academic foundation in financial analysis and valuation. His notable achievement includes earning the CFA charter while providing ongoing research support to DCM’s high-conviction, value-oriented investment strategies.

Career History

OrganizationRoleDate RangeDetails
Dean Capital Management LLCSenior Investment AnalystJul 2019 to Present
Stephens Inc.Investment Banking AnalystJun 2017 to Jun 2019
UA Investment Banking AcademyPresidentMar 2016 to May 2017
Culverhouse Investment Management GroupPresidentJul 2016 to Dec 2016
Prior Positions Include: VP of Investment Strategy VP of Human Resources Senior Analyst (Energy & Utilities)
Bank of America Merrill LynchSummer AnalystJun 2016 to Aug 2016
Consumer & Retail
Vulcan Value PartnersEquity Research InternJun 2015 to Aug 2015

Education

University of Alabama

BBA Finance and Economics

2013 2017

Skills & Expertise

Financial Modeling
Investments
Financial Analysis
Microsoft Excel
Bloomberg Terminal
Investment Management
Valuation
Equity Research
Teamwork

Others at Dean Capital Management (2)

NameRoleLocation
Doug Leach
Doug Leach
Portfolio ManagerLee's Summit, MO , United States
Kevin Laub
Kevin Laub
Partner, Portfolio ManagerKansas City, MO , United States

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