Jose Calderon II

Jose Calderon II is an accomplished finance professional with diverse experience in investment analysis and portfolio management. Currently serving as an Investment Associate at The Townsend Group since September 2019, Jose implements investment strategies and oversees a portfolio of fund products totaling $4 billion in investor capital. Prior experience includes an Analyst role in the Institutional Real Estate Group at Huntington National Bank, where Jose focused on underwriting and raising debt capital for REITs and Private Equity Funds. As a co-founder and Senior Vice President of the Student Managed Investment Fund at Kent State University, Jose gained hands-on finance experience, and previous roles include a Wealth Management Intern at Northwestern Mutual and Vice President of Delta Upsilon International Fraternity. Jose holds a Bachelor of Business Administration in Finance and a Certificate of Professional Sales from Kent State University.