Janice Osugi, CFA, joined BluePointe Capital Management in 2021 as director of investment strategy. She is responsible for managing the firm’s due diligence process and providing research and analysis on new and existing investments. Janice monitors client portfolios with the advisory team and makes recommendations in alignment with our investing philosophy and portfolio guidelines. Prior to joining BluePointe, she was a senior member of the investment team at Progress Investment Management Company where she sourced new investments and executed due diligence on behalf of their multi-billion-dollar public pension plan and foundation clients. Before tha
Janice Osugi
Director of Investment Strategy
BluePointe Capital Management
United States, California, San Francisco
About Me
Profile Information
Director of Investment Strategy
BluePointe Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Aug 5, 2024
Work Experience
BluePointe Capital Management
Director of Investment Strategy Oct 2021 - Present
Email: janice@bluepointecapital.com
Keylinks
More profiles to browse
Sanjeev Sardana
Founder & CEO
Christian Tiscareno
Wealth Advisor
Ashish Patel
Wealth Advisor
You Might Like
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
RD
Russ Degitz
Principal
Huntington University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services