Our TEAM

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Janice M. Osugi, CFA Assistant Vice President and Senior Investment Analyst

Janice is responsible for manager sourcing, research and monitoring, and supporting the analysis and evaluation of funded accounts. Prior to joining Progress, she served as Senior Investment Analyst for the Jewish Community Federation where she performed key roles in investment evaluation and oversight, and promoting fiduciary best practices. Before that, Janice was with Credit Suisse Private Banking working on investment analysis, asset allocation, risk modeling, and performance measurement.

Janice holds a B.A. in Economics from the University of California, Berkeley. She is a CFA charter holder and a member of the CFA Society of San Francisco. Janice completed the Series 65 and Series 7, 63 (inactive) securities examinations.