Janie S. Kass, Cfa

Janie S. Kass, Cfa Email and Phone Number

Colgate University, Harvard Business School MBA; University of Virginia Parent @ Lucas Brand Equity
Janie S. Kass, Cfa's Location
Greater Boston, United States, United States
Janie S. Kass, Cfa's Contact Details

Janie S. Kass, Cfa personal email

n/a

Janie S. Kass, Cfa phone numbers

About Janie S. Kass, Cfa

25+ years: Intellectually curious and driven transformative and innovative business and investment leader, advisor and strategist. Expertise in leading teams and developing long-term relationships with institutional and individual investors. Well versed in wide range of investment asset classes and strategies. Highly analytical, with strong background in pension investments.

Janie S. Kass, Cfa's Current Company Details
Lucas Brand Equity

Lucas Brand Equity

View
Colgate University, Harvard Business School MBA; University of Virginia Parent
Janie S. Kass, Cfa Work Experience Details
  • Lucas Brand Equity
    Limited Partner
    Lucas Brand Equity Sep 2019 - Present
    New York, Ny, Us
    View
  • Pembroke Capital.
    Chief Executive Officer
    Pembroke Capital. 2019 - Present
    Dover, Massachusetts , Us
    Private/family investment management, and strategic financial advisory work to institutions. Direct and fund investments, especially in consumer-focused solutions and under-researched medical conditions. Sectors and industries of interest include biotech, digital health, skincare/wellness, lifestyle and fintech.
    View
  • Multiple
    Private Investor, Board Member
    Multiple 2018 - Present
    Private equity direct and fund investments in biotech, digital health, wellness and consumer industries. Includes LB Equity and Sandstone Diagnostics (purchased by LabCorp).Board Member, Liora (IA consumer technology/health platform) and Advisory Board Member, World Market Advisors (wealth management/financial planning and advisory services).
  • United Way Worldwide
    Investment And Pension Subcommittee Member
    United Way Worldwide Jan 2020 - Jul 2023
    Alexandria, Virginia, Us
    Oversaw investments for Committee delegated by United Way Worldwide Board; ended when new CFO chose to include directly in his and Board responsibilities.
    View
  • Progress Investment Management Company
    Deputy Global Head
    Progress Investment Management Company 2016 - 2019
    Senior Management: led distribution team, served key institutional client relationships and performed transformative strategic projects for manager of emerging managers and MWBE advisor.Devised and executed firm-wide strategic project to transform firm’s business model and increase firm profitability 40%. Leveraged project management and database development skills, working with internal and external constituencies, across departments and with the Board of Directors.
  • Margolis/Kass Advisors
    Managing Director And Co-Owner
    Margolis/Kass Advisors 2010 - 2016
    Boynton Beach, Florida, Us
    Co-led independent consulting firm to the investment management industry, with emphasis on connecting strategy with execution. Adept at leading and executing remote projects with variety of clients and resources.Responsibilities included client projects to enhance business with focus on asset growth, long-term firm viability, investment capabilities, and succession planning and consulting firm business strategy and development, marketing and management.
    View
  • Rcm
    Managing Director
    Rcm 2000 - 2007
    Worldwide, Oo
    Head of Client Relations and Co-Head Business Development, Client and Consultant Relations.Player/coach managing group responsible for retaining and growing client relationships, consultant relations and marketing. Created and executed plans to increase retention and cross-selling, globalization of functions and introduction of non-US investment strategies to US investors. Experience managing and working remotely.
    View
  • Jacobs Levy Equity Management
    Director Of Client Services
    Jacobs Levy Equity Management 1995 - 2000
    Florham Park, Nj, Us
    Led client relations to corporate and public pension plan sponsors for quantitative US equity investment advisor: conducted meetings, analyzed performance and portfolio positioning, authored quarterly and annual client communications and managed business development and consultant relations processes.
    View
  • Kwasha Lipton
    Director, Investment Consulting Services
    Kwasha Lipton 1991 - 1995
    Investment consulting practice leader, working with institutional sponsors of defined benefit and defined contribution plans. Advised on investment policy, asset allocation, hiring and evaluation of managers and implementation matters. Developed business via internal and external marketing, presented at conferences and with media, and created new products.
  • Buck Consultants Inc
    Investment Consultant
    Buck Consultants Inc 1988 - 1991
    Dual role combining investment consulting and manager research. Advised pension funds on asset allocation recommended via asset/liability studies; performed manager searches and evaluation. Spearheaded equity manager research and developed new analytical tools including Endowment spending model, GIC portfolio simulation model and confidence band analysis for manager evaluation.
  • Salomon Brothers & Drexel Burnham
    Equity Research Analyst And Sales
    Salomon Brothers & Drexel Burnham 1985 - 1988

Janie S. Kass, Cfa Skills

Leadership Relationship Management Strategy Investments Strategic Planning Asset Allocation Equities Investment Strategies Fixed Income Due Diligence Investment Management Wealth Management Financial Services Financial Modeling Marketing Sales Emerging Markets Economics Consulting Pension Funds Portfolio Management Securities Financial Markets Investment Advisory Customer Relationship Management Finance Business Development Asset Management Financial Analysis Entrepreneurship Business Strategy Business Process Improvement Management Client Relations Business Relationship Management Client Development Negotiation Institutional Investments Endowments Institutional Investment Management Industry Business Process Project Management Alternative Investments Hedge Funds Bloomberg Series 63 Equity Research Capital Markets Etfs Data Analysis Creative Problem Solving Interpersonal Skills Logical Approach Numeracy

Janie S. Kass, Cfa Education Details

  • Harvard Business School
    Harvard Business School
    Finance
  • Colgate University
    Colgate University
    Mathematical Economics

Frequently Asked Questions about Janie S. Kass, Cfa

What company does Janie S. Kass, Cfa work for?

Janie S. Kass, Cfa works for Lucas Brand Equity

What is Janie S. Kass, Cfa's role at the current company?

Janie S. Kass, Cfa's current role is Colgate University, Harvard Business School MBA; University of Virginia Parent.

What is Janie S. Kass, Cfa's email address?

Janie S. Kass, Cfa's email address is jk****@****ent.com

What is Janie S. Kass, Cfa's direct phone number?

Janie S. Kass, Cfa's direct phone number is +173291*****

What schools did Janie S. Kass, Cfa attend?

Janie S. Kass, Cfa attended Harvard Business School, Colgate University.

What are some of Janie S. Kass, Cfa's interests?

Janie S. Kass, Cfa has interest in Wnba And Women's Ncaa Basketball, Girls On The Run Bay Area, Marathon Runner, Coach And Volunteer, Colgate University, Annual Fund Committee, Volleyball And Softball.

What skills is Janie S. Kass, Cfa known for?

Janie S. Kass, Cfa has skills like Leadership, Relationship Management, Strategy, Investments, Strategic Planning, Asset Allocation, Equities, Investment Strategies, Fixed Income, Due Diligence, Investment Management, Wealth Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.