Janie S. Kass, CFA Deputy Global Head, Marketing and Client Service
Janie is responsible for client relationship management and for assisting in the management of the Marketing and Client Services team. Prior to joining Progress, Janie served as Managing Director at Margolis/Kass Advisors, providing business consulting to investment managers. Previously, she was Managing Director, Head of Client Relations and Co-Head of Client Relations and Marketing at RCM, where she worked closely with clients and managed the team responsible for ensuring high quality client service. Before that she was the Director of Client Services at Jacobs Levy Equity Management and has earlier experience as an Investment Consultant at Kwasha Lipton and Buck Consultants.
Janie holds an M.B.A. in Finance from Harvard University and a B.A. in Mathematical Economics from Colgate University. She is a CFA charter holder and a member of the CFA Society of San Francisco. Janie completed the Series 7, 79 and 63 (inactive) securities examinations.