Our TEAM

janicejpg

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

Janice is responsible for manager research and monitoring. She is a voting member of the Investment Committee and a member of the Allocation team in charge of the analysis and evaluation of funded accounts. Prior to joining Progress, Janice served as Senior Investment Analyst for the Jewish Community Federation where she performed key roles in investment evaluation and oversight and promoted fiduciary best practices. Before that, she 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.

Please fill out the contact information below to gain an immediate access to the publication. Be assured that your information will not be shared with third parties.

Please fill out the contact information below to request access to the publication. Be assured that your information will not be shared with third parties.

Progress reserves the right to share its publication selectively.