Heather Delgado

Managing Director - Investment Operations

CAZ Investments-Heather Delgado

Heather Delgado serves as Managing Director - Investment Operations with CAZ Investments. Her responsibilities include evaluating, streamlining and maintaining efficient, regulatory compliant operations and overseeing the day-to-day technological operations within the firm. She also serves on the firm's Executive Committee.

Heather has over 15 years of experience in investment company compliance/regulatory oversight prior to joining CAZ Investments. Most recently she was employed with Merrill Lynch, Pierce, Fenner & Smith.