About
Joined Sopris Capital in 2015 as a Partner focused on private equity investments, working across sourcing, due diligence, and portfolio support. He previously invested growth equity in technology and consumer companies at Morehead Capital and holds a B.S. in Business Administration from North Carolina State University.
Experience
- Sopris CapitalPartner - Private Equitycurrent2022 — presentCharleston, South Carolina Metropolitan Area
- Sopris CapitalPartner - Growth Equity2019 — 2022New York, New York, United States
- Sopris CapitalVice President2017 — 2019New York City Metropolitan Area
- Sopris CapitalSenior Associate2015 — 2017Greater New York City Area
- Morehead Capital Management, LLCPrivate Equity Analyst2012 — 2015Raleigh-Durham-Chapel Hill Area
- Triangle Capital CorporationSpring Intern2012Raleigh-Durham-Chapel Hill Area
- Bank of America Merrill LynchCredit Risk Summer Analyst2011Charlotte, NC
- Merrill LynchSenior Intern2011
- NC State UniversityIntern, Public Relations and Communications2009 — 2011
- UNC Association of Student GovernmentsChief Financial Officer2008 — 2009Raleigh-Durham-Chapel Hill Area
- NC State UniversityStudent Body Treasurer2008
Education
- North Carolina State UniversityB.S., Business Administration | Finance - Poole College of Management
Skills & more
Team Leadership2Analysis3Financial Modeling14Investment Banking12Investments16Mergers & Acquisitions11Finance10Business Valuation7Private Equity10Venture Capital5Entrepreneurial Finance3Credit Risk3
+2 more
Corporate FinanceMicrosoft ExcelFrom Jason's professional profile.
Same school
Also attended North Carolina State University63
Eric WagnerVP of Research and Data at Redpoint VenturesBrent BlakeVenture Partner at TFX CapitalBill NusseyPartner at Tech Square VenturesSteve AngelAdvisor at Industrious VenturesMelissa WhitingAssistant Controller at Red Cell IncubationDon HolzworthFounder & Former CEO, Constella Group at Bull City Venture Partners
+ 57 more
Shared employers
Also worked at Sopris Capital13
Alex PaulVice President at Sopris Private EquityAlec WebsterSenior Associate at Sopris Private EquityAndrew M. PaulManaging Partner at Sopris Private EquityGrace RichmondHead of Business Development at Sopris Private EquityWill SchererAssociate at Sopris Private EquityMartin GilkesHead of Value Creation at Sopris Private Equity
+ 7 more
Also worked at Bank of America Merrill Lynch199
Dan BartusPartner, Head of Research at Felicis VenturesCyriac ParisotInvestor at Index VenturesGeorgia StevensonInvestor at Index VenturesMatt CherianVenture Partner at Monta Vista CapitalAlexandra FarmerPrincipal at Intel Capital, North AmericaKatrin GeyskensExecutive Director at Capricorn Venture Partners
+ 193 more
Also worked at Merrill Lynch405
Hans TungManaging Partner at Notable CapitalAnthony LinHead of Intel Capital, Corporate Vice President at Intel CapitalNoorPartner at Clear VenturesKesha CashFounder & General Partner at Impact America FundAftab MathurManaging Director at Temasek at Golden Gate VenturesAndrew WallaceVice President, Revolution Growth at Revolution
%20(1).png)
+ 399 more
Also worked at NC State University16
Blake PattonFounder & Managing Partner at Tech Square VenturesJulia YanSenior Associate at Prelude VenturesLucy LiuPrincipal at Longwood FundJay PatelInvestment Advisor at PICUS CAPITALPeter WurmanAdvisor at Cybernetix VenturesBo ZhaoDirector of Commercialization at First Bight Ventures
+ 10 more
Colleagues at Sopris Private Equity
Alec Webster
Senior Associate at Sopris Private Equity
Alex Paul
Vice President at Sopris Private Equity
Andrew M. Paul
Managing Partner at Sopris Private Equity
Bob Mosteller
Operating Partner at Sopris Private Equity
Grace Richmond
Head of Business Development at Sopris Private Equity
James R. Maher Jr.
Real Estate Operating Partner at Sopris Private Equity
James West
Accounting Specialist at Sopris Private Equity
Julia Bergeron
Controller at Sopris Private Equity