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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Dean Capital Management LLC | Senior Investment Analyst | Jul 2019 to Present | — |
| Stephens Inc. | Investment Banking Analyst | Jun 2017 to Jun 2019 | — |
| UA Investment Banking Academy | President | Mar 2016 to May 2017 | — |
| Culverhouse Investment Management Group | President | Jul 2016 to Dec 2016 | Prior Positions Include: VP of Investment Strategy VP of Human Resources Senior Analyst (Energy & Utilities) |
| Bank of America Merrill Lynch | Summer Analyst | Jun 2016 to Aug 2016 | Consumer & Retail |
| Vulcan Value Partners | Equity Research Intern | Jun 2015 to Aug 2015 | — |
Education
University of Alabama
BBA Finance and Economics
2013 — 2017
Skills & Expertise
Others at Dean Capital Management (2)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Lee's Summit, MO , United States | |
| Partner, Portfolio Manager | Kansas City, MO , United States |
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