Leading Edge Investment Advisors
Janet Nicolas is a seasoned finance professional with extensive experience in accounting, financial reporting, and compliance. Currently serving as Corporate Controller at Leading Edge Investment Advisors since October 2019, Janet has a history of leadership roles including Controller at TriplePoint Capital and ATEL Capital Group, where responsibilities spanned SEC reporting, SOX compliance, and venture lending. Previously, positions at Textainer, Helm Financial Corporation, Wells Fargo, Charles Schwab, and Fremont Group have further developed expertise in financial planning, analysis, and tax operations. Janet holds a Master's degree in Taxation from Golden Gate University, an MBA in Business Administration from the University of Phoenix, and a Bachelor of Science in Accounting and Finance from San Francisco State University.
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Leading Edge Investment Advisors
Leading Edge Investment Advisors, LLC (“LEIA”) is a San Francisco based firm founded in August 2005 by Clayton Jue, who has over 25 years of experience in investment consulting and managing assets for institutional investors. The firm manages in excess of $3 Billion in assets for institutional clients. The firm consists of 15 professionals that together are proficient in all aspects of manager due diligence, investment analysis, and fund optimization. LEIA’s investment professionals pioneered the first fund of emerging managers in 1990, and expanded the use of emerging managers across all asset classes. LEIA is an expert provider of multi-manager, multi-style portfolios for institutional investors. The firm utilizes proprietary analytical tools and protocols developed over 20+ years to construct investment solutions, based on the specific investment and service needs of each client. LEIA’s research team conducts extensive investment research to identify sources of alpha using a proprietary database of over 1,500 firms. More importantly, the firm has identified the characteristics that make emerging managers successful. LEIA has a history of identifying exceptional managers in the earliest stage of their development and funding many of those managers with their first allocations.