Janice Osugi

Janice Osugi, CFA, serves as Senior Vice President and Senior Portfolio Strategist at Lido Advisors, LLC, where she leads portfolio strategy, investment research, and asset allocation for high-net-worth individuals and institutional clients. Her key responsibilities include developing and implementing bespoke strategies across traditional equities, fixed income, and alternative investments, with a particular focus on multi-asset portfolios, private markets, and tax-efficient solutions.

Prior to joining Lido Advisors, Janice was Director of Investment Strategy at BluePointe Capital Management, managing due diligence and research for new and existing investments, and overseeing portfolios for pension plans and foundations. She previously held senior analyst roles at Progress Investment Management Company, where she sourced investments and executed research for public pension and foundation clients. Her experience also extends to fiduciary oversight for large endowments covering public, private, and real assets.

Janice holds a BA in Economics from the University of California, Berkeley and is a CFA charterholder. She is recognized for her expertise in multi-asset class investing, alternative investments (including private equity and hedge funds), and overlay strategies utilizing derivatives for risk management and return enhancement. Throughout her career, Janice has contributed to industry thought leadership through investment commentary and strategic portfolio construction tailored to sophisticated investor needs.