José joined the Arcuri Associates team in 2024 and holds the role of Paraplanner and Research Associate. Prior to joining Arcuri Associates, he spent two years working for CornerStone Partners as a Portfolio Management Associate, performing asset allocation and risk monitoring for nonprofits and endowments investment portfolios. Before CornerStone Partners, he worked at MUFG-Investor Services as a Senior Associate-Investment Accountant, specializing in fixed income and alternative investment mutual funds.
José is originally from San Juan, Puerto Rico, but has lived in Charlottesville since 2022 with his wife and daughter. He is an avid outdoorsman and enjoys spending his time with his family, playing golf, and hiking.