Jose Balagot Deputy Chief Investment Officer
Jose is responsible for manager research and is involved in client portfolio construction, monitoring and rebalancing. He is a member of the Portfolio Management Team, voting member of the Investment Committee and a member of the Management Committee. Prior to joining Progress, Jose served as International Equity Analyst at Bailard, Biehl and Kaiser, where he was responsible for database development, returns forecasting, performance measurement, attribution analysis and asset allocation modeling. Before that, he was an Economic Consultant at DRI/McGraw-Hill building econometric forecasting models and market planning systems for Fortune 500 companies.
Jose holds an M.S. in Economics and a B.A. from the University of California, Santa Cruz.