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About
Julio Calish is an Analyst at Commonfund, based in New York, NY, where he supports the firm’s outsourced Chief Investment Officer (OCIO) team. In this role, he is involved in client engagement, investment analysis, and portfolio monitoring, contributing to the development and execution of customized investment strategies for institutional clients. His responsibilities include conducting due diligence, performing financial modeling, and assisting with asset allocation recommendations across a range of asset classes.
Julio’s work at Commonfund focuses on a broad spectrum of investments, including private equity, public equities, fixed income, and alternative assets. He plays a key role in evaluating investment opportunities, monitoring portfolio performance, and supporting the team’s efforts to deliver tailored solutions for endowments, foundations, and other institutional investors. His analytical approach helps ensure that client portfolios are aligned with their strategic objectives and risk profiles.
Prior to joining Commonfund in July 2025, Julio gained experience as a Financial Analyst at W. R. Berkley Corporation and participated in the Advisor Scholarship Program at Barnum Financial Group. He holds a BSBA in Finance from Elon University’s Martha and Spencer Love School of Business, and completed his secondary education at Worcester Academy and Joel Barlow High School. Julio’s background in financial analysis and his expertise in investment research have positioned him as a valuable contributor to Commonfund’s investment team.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Commonfund | Analyst | Jul 2025 to Present | — |
| W. R. Berkley Corporation | Financial Analyst | Oct 2024 to Mar 2025 | — |
| Barnum Financial Group | Financial Analyst - Advisor Scholarship Program | Jun 2024 to Aug 2024 | — |
| Nesso Group | Private Wealth Analyst | Jun 2022 to Aug 2022 | — |
Education
Elon University - Martha and Spencer Love School of Business
BSBA Finance
2021 — 2025
Worcester Academy
High School Diploma
2020 — 2021
Joel Barlow High School
High School Diploma
2016 — 2020
Others at Common Fund for Nonprofit Organizations (17)
| Name | Role | Location |
|---|---|---|
| Senior Policy and Research Analyst | New York, NY , United States | |
A Anthony Manno | Associate | New York, NY , United States |
D Danielle Seitz | Associate | White Plains, NY , United States |
| Associate | New York, NY , United States | |
| Outsourced Chief Investment Officer | Seymour, CT , United States | |
| Associate | New York, NY , United States | |
| Associate | Wilton, CT , United States | |
| Analyst | Scarsdale, NY , United States | |
| Investment Portfolio Analyst, OCIO | New York, NY , United States | |
A Alexia Glynn | Analyst | New York, NY , United States |
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