Background, experience and contribution

Mr. Jose was most recently a VP and Portfolio Manager for a multi-billion dollar single family office where he built the investment, diligence, and reporting processes. As an Investment Committee member he led the allocation process to private markets and direct deals.

Previously, he worked for a series of private equity portfolio companies building corporate finance functions after acquisitions. He earned an MBA with honors from the University of Chicago Booth School of Business and a BBA inFinance and BS in Economics from Southern Methodist University.