Janice Osugi
Executing quantitatively and fundamentally-researched investment strategy for UHNW and institutional clients.
- Role
- Senior Vice President, Senior Portfolio Strategist at Lido Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Janice Osugi
Experienced investor who builds and implements strategic portfolios to achieve target…
Experience
Senior Vice President, Senior Portfolio Strategist
Jun 2025 — Present · Los Angeles, CA, US
Education
CFA Institute
Chartered Financial Analyst
University of California, Berkeley
BA
Skills
- Investments
- Investment Policy
- Asset Management
- Institutional Investors
- Asset Allocation
- Portfolios
- Pensions
- Wealth Management
- Foundations
- Options
- Stocks
- Performance Attribution
- Investment Strategies
- Private Equity
- Macroeconomics
- Investment Advisory
- Due Diligence
- Hedge Funds
- Investment Management
- Pension Funds
- Portfolio Management
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