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Janice Osugi

Director of Investment Strategy

BluePointe Capital Management

United States, California, San Francisco

About Me

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

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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

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