Founder and Principal, Perceval Associates, Inc.
Jane is well-known for her ability to advise alternative investment firms on the development of their business strategies, with particular emphasis on their marketing messages, preparing these clients to raise capital as well as develop products appropriate for the institutional and high-net-worth markets. Marketing professionals particularly appreciate Jane’s successful coaching of investment professionals on the clear, concise and compelling delivery of their investment process.
From her early days as an investment strategist for Citicorp Investment Management, Jane has built a unique portfolio of management, sales and marketing expertise through positions at Swiss Bank Corporation, Bessemer Trust Company and The Chase Manhattan Private Bank. Her strong track record in successfully managing relationships for these premier organizations, combined with her expertise in marketing brings significant value to Perceval’s clients.
Jane has served as a charter faculty member of the Institute for Private Investors, a member of the Investment Committee of Women’s World Banking, and director of the Association for Investment Management Sales Executives (AIMSE). She is a director of Green Cay Asset Management, a Bahamas-based alternative investment firm and a former director of Shaking the Tree, a not-for-profit organization that uses interactive theater to illustrate family wealth dynamics. She is also the former editor of the AIMSE Advisor.
With an MBA in Finance and Investment Management from Fordham University, and a BA in Economics and Political Science from the University of Delaware, Jane earned an MA in Social-Organizational Psychology and Change from Teachers College, Columbia University in 2008.
Perceval Associates is a management consulting firm specializing in building and expanding financial services companies. With expertise in branding, positioning, marketing strategy and sales/client management, the firm advises US and international firms on the development of their businesses globally and provides executive coaching for industry professionals.
Perceval is proud to include Angelo Gordon & Co., Apollo Management, Bank of America Merrill Lynch, Blackstone, Charles Pratt & Co., Hudson Bay Capital, Campden/The Institute for Private Investors, Kingdon Capital, Pershing Square Capital Management, P. Schoenfeld Asset Management, Taconic Capital Advisors and UBS among its clients.