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.