SAN FRANCISCO, June 15, 2017 /PRNewswire/ -- Scenic Advisement, the investment bank for the private technology sector, has appointed Jane Leung to lead its wealth management division as its chief investment officer. In her role, Jane will oversee Scenic Advisement Wealth, a first-of-its-kind wealth management service that blends public-market and private-market investments, introducing active valuation, execution competency and risk management across both asset classes.
Jane joins Scenic from BlackRock/iShares, where she held senior roles including Head of Asia Pacific iShares and Index Equity. Prior to running iShares Asia, Jane was a Senior Portfolio Manager for BlackRock's U.S. Equity Index business. Earlier in her career, Jane was a senior portfolio manager with Barclays Global Investors (now BlackRock), Berger & Associates, and Donaldson, Lufkin & Jenrette. Jane is a CFA charter holder.
"During more than 20 years in investment management, Jane has gained deep knowledge of complex asset classes and the management of them," said Michael Sobel, co-founder and COO of Scenic Advisement. "We welcome Jane to head up our Wealth Management division, which leverages our private company investment banking expertise and provides further support to company founders and employees."
Jane is a specialist in the areas of asset allocation, portfolio construction, indexing, exchange-traded funds, investment strategy, capital preservation, risk management, capital markets, client education, and regulatory relations.
"More wealth is being created in the private markets than ever before. Understanding these private assets and creating active wealth management strategies across both public and private asset classes requires a different expertise," said Leung, Scenic's chief investment officer and managing director. "I couldn't be more pleased to leverage my public and private asset management experience at Scenic and build a service that provides a holistic approach to wealth management."
Jane will work with Scenic co-founder Michael Sobel, who led BlackRock's equity trading, fixed income and prime brokerage platforms and Peter Christiansen, who has deep quantitative research and modeling expertise gained in over 17 years at BlackRock. This experience, combined with Scenic's private company investment banking capabilities, enables the first specialist wealth management service for holders of private company stock.
About Scenic Advisement
Scenic Advisement is the purpose-built investment bank for the private technology sector, dedicated to handling primary and secondary transactions for employees, company founders and investors. The firm covers every aspect of these transactions. It was launched in 2013 by an experienced team of entrepreneurs connected to institutional pools of capital through experiences at BlackRock, Goldman Sachs, Maveron Ventures, Morgan Stanley, and the New York Stock Exchange. The team's collective experience touches finance, technology, public and private markets, legal, investing, banking, and capital raising for primary and secondary offerings.
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SOURCE Scenic Advisement