Christopher Zook

Chairman & Chief Investment Officer

Matt Lindholm

Partner

Matt serves as Partner. He is responsible for portfolio management of both traditional and alternative investments and facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive and Investment Committees.

Matt has over 15 years of investment management experience, including significant experience in derivatives, options, futures, commodities, swaps and hedge funds. Most recently, he co-founded Absolute Private Wealth Management LLC, where he served as Co-Portfolio Manager to the Quantitative Managed Futures Strategy Fund, a registered 1940 Act mutual fund.

Matt graduated Cum Laude from Texas A&M University’s Mays Business School Honors Program with a BBA in Finance and a Certificate in International Business, while also playing on the University’s golf team. He also received the Chartered Alternative Investment Analyst (CAIA) designation in 2011. Matt is a lifelong Texan, and he spends most of his time outside of work with his wife, Rhonda and three children, Eli, Cam and Claire.

Mark Wade

Partner

Mark serves as Partner. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Mark also facilitates the ability of outside investors, including family offices, registered investment advisors and institutions, to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive and Investment Committees.

Mark joined CAZ after almost a decade in the healthcare industry at Johnson & Johnson and St. Jude Medical with experience in their orthopedics and neurosurgery affiliates, respectively.

Mark graduated from the University of Virginia with a B.A. in Foreign Affairs – Middle East Studies where he was a four-year member of the varsity lacrosse team and 2006 NCAA Division 1 National Champion. Mark continued his education at the Jones Graduate School of Business at Rice University with a Masters of Business Administration and is a Chartered Alternative Investment Analyst. He spends time outside of his work primarily with his wife and three children. He serves on the Board of Advisors for the Holocaust Museum Houston and enjoys living an active lifestyle.

Michael O’Keefe

Chief of Staff

Investment Strategies

Michael serves as Chief of Staff at CAZ Investments. He operates directly alongside the Chairman to ensure the execution of business objectives across the organization. Michael is also responsible for portfolio management, sourcing, and monitoring investments and themes. Additionally, Michael facilitates the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals & Shareholders. He also serves on the firm’s Executive and Investment Committees.

Michael brings a robust set of leadership and investing experience to CAZ. Prior to joining CAZ, Michael served as President, Chief Operating Officer, & Chief Financial Officer of PlantSwitch, a bioplastics compounding company that turns plants into plastic. Before PlantSwitch, Michael worked for Thomist Capital, a market-neutral long-short hedge fund, where he helped manage a portfolio of downstream and renewable fuels stocks. Michael began his career at CAZ Investments, serving as right hand to the Chairman.

Michael graduated valedictorian from Southern Methodist University with degrees in Finance, Mathematics, and Mechanical Engineering. While at SMU, Michael was a member of the EnCap and LCM Alternative Asset Management Center and served as a Fellow for the Don Jackson Center for Financial Studies. Michael was also President of the Boulevard Investment Group, a 501(c)(3) nonprofit investment fund that donates gains to the University to help fund scholarships, and is now an active board member. Michael is as passionate a golfer as you will ever find and seeks to give back to the game in any way he can.

Christopher Zook

Chairman & Chief Investment Officer

Clark Edlund

Partner

Clark serves as Partner. He is responsible for sourcing and evaluating investment themes as well as monitoring of existing investments. Clark also facilitates the ability of outside investors, including family offices, registered investment advisors and institutions, to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive Committee.

Clark has over a decade of investment specific industry experience, including asset management, business development and client relations. He most recently served as Senior Investment Advisor and Portfolio Manager to a boutique healthcare focused private equity manager. Prior to that, Clark served as Managing Partner and Co-Portfolio Manager to a NASDAQ traded mutual fund.

Clark graduated from Texas A&M University with a B.S. in Economics and minor in Business Administration. He also became a Chartered Alternative Investment Analyst (CAIA) in 2012. Clark is a native Houstonian and spends most of his time outside of work with his wife, Lauren, and two boys, Maddox and Weston.

Matt Lindholm

Partner

Matt serves as Partner. He is responsible for portfolio management of both traditional and alternative investments and facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive and Investment Committees.

Matt has over 15 years of investment management experience, including significant experience in derivatives, options, futures, commodities, swaps and hedge funds. Most recently, he co-founded Absolute Private Wealth Management LLC, where he served as Co-Portfolio Manager to the Quantitative Managed Futures Strategy Fund, a registered 1940 Act mutual fund.

Matt graduated Cum Laude from Texas A&M University’s Mays Business School Honors Program with a BBA in Finance and a Certificate in International Business, while also playing on the University’s golf team. He also received the Chartered Alternative Investment Analyst (CAIA) designation in 2011. Matt is a lifelong Texan, and he spends most of his time outside of work with his wife, Rhonda and three children, Eli, Cam and Claire.

Mark Wade

Partner

Mark serves as Partner. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Mark also facilitates the ability of outside investors, including family offices, registered investment advisors and institutions, to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive and Investment Committees.

Mark joined CAZ after almost a decade in the healthcare industry at Johnson & Johnson and St. Jude Medical with experience in their orthopedics and neurosurgery affiliates, respectively.

Mark graduated from the University of Virginia with a B.A. in Foreign Affairs – Middle East Studies where he was a four-year member of the varsity lacrosse team and 2006 NCAA Division 1 National Champion. Mark continued his education at the Jones Graduate School of Business at Rice University with a Masters of Business Administration and is a Chartered Alternative Investment Analyst. He spends time outside of his work primarily with his wife and three children. He serves on the Board of Advisors for the Holocaust Museum Houston and enjoys living an active lifestyle.

Geoffrey Crumrine

Managing Director

Capital Formation

Geoff serves as Managing Director – Capital Formation. He is responsible for leading, managing, developing, and serving alongside the Capital Formation Team. He facilitates the ability of the CAZ Global Network of investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals and shareholders. Geoff and the Capital Formation Team focus on our investors’ experience and continuously seek ways to enhance engagement to make raving fans. Geoff also serves on the firm’s Executive Committee.

Geoff has over 30 years of experience in external facing and leadership roles within the investment industry. He specializes in capital formation, consultant relations, investor relationship management, marketing, leading teams, and developing talent. His career spans diverse financial strategies, including global and domestic equity, global and domestic fixed income, private markets, and alternatives. Most recently, Geoff held senior leadership roles in global distribution for both boutique and large global investment management firms.

Geoff holds a B.A. in Economics from Furman University and an MBA from Babson College’s Olin School of Business. Outside of work, Geoff enjoys spending time with his wife and children, watching sports, traveling, and reading.

Heather Delgado

Managing Director

Investment Operations

As a member of our team at Fund Services Group, Heather serves as Managing Director – Investment Operations. Her responsibilities include maintaining efficient, regulatorily compliant investment operations, evaluating and streamlining processes and systems, and she is also responsible for overseeing the day-to-day technological operations within the firm. Heather also serves on the firm’s Executive Committee.

Heather joined us from Merrill Lynch, Pierce, Fenner & Smith and brings over 20 years of investment company operational experience, compliance expertise and regulatory oversight to the firm.

Heather and her husband, Ray, are supporters of several local and national charitable organizations. She spends most of her free time with her family and friends, volunteering at the local animal shelter, or relaxing at home on the coast of Galveston Bay with her family. Heather and Ray have one daughter, Jacqueline.

Isaiah Massey

Chief Financial Officer

Michael O’Keefe

Chief of Staff

Investment Strategies

Michael serves as Chief of Staff at CAZ Investments. He operates directly alongside the Chairman to ensure the execution of business objectives across the organization. Michael is also responsible for portfolio management, sourcing, and monitoring investments and themes. Additionally, Michael facilitates the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals & Shareholders. He also serves on the firm’s Executive and Investment Committees.

Michael brings a robust set of leadership and investing experience to CAZ. Prior to joining CAZ, Michael served as President, Chief Operating Officer, & Chief Financial Officer of PlantSwitch, a bioplastics compounding company that turns plants into plastic. Before PlantSwitch, Michael worked for Thomist Capital, a market-neutral long-short hedge fund, where he helped manage a portfolio of downstream and renewable fuels stocks. Michael began his career at CAZ Investments, serving as right hand to the Chairman.

Michael graduated valedictorian from Southern Methodist University with degrees in Finance, Mathematics, and Mechanical Engineering. While at SMU, Michael was a member of the EnCap and LCM Alternative Asset Management Center and served as a Fellow for the Don Jackson Center for Financial Studies. Michael was also President of the Boulevard Investment Group, a 501(c)(3) nonprofit investment fund that donates gains to the University to help fund scholarships, and is now an active board member. Michael is as passionate a golfer as you will ever find and seeks to give back to the game in any way he can.

Yael Costilla

Director

Financial Operations

As a member of our team at Fund Services Group, Yael Costilla serves as a Director and is responsible for oversight for financial reporting, compliance, legal and related processes for our firm and private funds.

A CPA licensed in the state of Texas, Yael brings nearly two decades of financial and accounting experience with her to CAZ. She most recently supported Enbridge Inc. where she was responsible for the annual budget, forecasting, and management reporting for the GTM segment as well as managing the Sarbanes Oxley (SOX) 404 compliance across the enterprise. Prior to that, she served as a senior manager at Deloitte and Touche.

Yael holds a B.B.A in Accounting and an M.S. in Finance from Texas A&M University.

Matthew Harris

Director

Talent Development

Matthew serves as Director of Talent Development at CAZ Investments. He is responsible for promoting the firm’s mission, culture, and core values through coaching the Team in its development. Matthew facilitates sourcing new talent for CAZ, guiding them through onboarding and designing ongoing development programs to help empower the CAZ Team to succeed. In addition to Talent Development, Matthew also assists in guiding the marketing and branding initiatives at CAZ.

Matthew has over two decades of experience in results coaching, sales, and marketing. He most recently served as Director of Certifications and Sr. Enterprises Sales with Donald Miller at StoryBrand and BusinessMadeSimple. He also served as a Master Results Coach at Tony Robbins companies for over eight years in addition to coaching his own clientele. Matthew is a Master Certified Coach through the Tony Robbins organization, NLP certified, StoryBrand Guide Certified and is a BusinessMadeSimple Certified Coach.

When he is not working or coaching, he loves learning, yoga, martial arts, time with his family and studying great storytelling!

Lucia Hwang

Director

Investor Relations

Jonathan Richter

Director

Marketing

Jonathan serves as Director of Marketing. He is responsible for maintaining and facilitating the firm’s branding and marketing efforts.

Jonathan most recently served as Investor Relations & Education Manager at Rockstar Capital, a multifamily real estate investment firm. Jonathan graduated from Texas A&M University with a B.S. in Agricultural Communications & Journalism and is a former Terry Foundation Scholarship recipient. Jonathan is a native Texan and spends most of his time outside work playing music and games with his wife, Jaydi, and their friends.

James Stuard

Executive Vice President

Finance

James serves as the Executive Vice President of Finance at CAZ Investments. As a member of the Chairman’s Office and the Operating and Executive Committees, he oversees the financial operations, FP&A, data management/visualization, and technology of the firm. James most recently led a six-month integration of AI across the organization, enabling the firm to maximize revenue, reduce costs, and enhance data-driven decisions.

A CPA licensed in the state of Texas, James brings over 15 years of financial and accounting experience. In previous roles, James led large finance teams for both national and international companies while automating operations, creating innovative technological solutions, and providing strategic leadership.

James graduated Summa Cum Laude and Ray-Maben Scholar from Grand Canyon University (Accounting), High Honors from Dallas Theological Seminary (dual Master’s) and Summa Cum Laude from W. Texas A&M (MBA).

When not working, James enjoys writing, reading, teaching, and learning new things. He is an avid basketball and tennis player and loves to travel the world with his wife.

Harvey Steele

Director

Capital Formation

Harvey serves as Director – Capital Formation. He is responsible for leading, managing, developing, and serving alongside the Capital Formation Team. He facilitates the ability of the CAZ Global Network of investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals and shareholders. Harvey and the Capital Formation Team focus on our investors’ experience and continuously seek ways to enhance engagement to make raving fans.  Harvey also serves on the firm’s Executive Committee.

Harvey has over 20 years of experience in external facing and leadership roles within the investment industry. He specializes in capital formation, broker dealer relations, investor relationship management, marketing, leading teams, and developing talent. His career spans diverse financial strategies, including global and domestic equity, global and domestic fixed income, private markets, real estate and alternatives. Most recently, Harvey held senior leadership roles in intermediary distribution for both boutique and large global investment management firms.

Harvey holds a B.A. in Economics & Management from Albion College. Outside of work, Harvey enjoys time with family, traveling and water sports.

Christopher Zook

Chairman & Chief Investment Officer

Matt Lindholm

Partner

Matt serves as Partner. He is responsible for portfolio management of both traditional and alternative investments and facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive and Investment Committees.

Matt has over 15 years of investment management experience, including significant experience in derivatives, options, futures, commodities, swaps and hedge funds. Most recently, he co-founded Absolute Private Wealth Management LLC, where he served as Co-Portfolio Manager to the Quantitative Managed Futures Strategy Fund, a registered 1940 Act mutual fund.

Matt graduated Cum Laude from Texas A&M University’s Mays Business School Honors Program with a BBA in Finance and a Certificate in International Business, while also playing on the University’s golf team. He also received the Chartered Alternative Investment Analyst (CAIA) designation in 2011. Matt is a lifelong Texan, and he spends most of his time outside of work with his wife, Rhonda and three children, Eli, Cam and Claire.

Mark Wade

Partner

Mark serves as Partner. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Mark also facilitates the ability of outside investors, including family offices, registered investment advisors and institutions, to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive and Investment Committees.

Mark joined CAZ after almost a decade in the healthcare industry at Johnson & Johnson and St. Jude Medical with experience in their orthopedics and neurosurgery affiliates, respectively.

Mark graduated from the University of Virginia with a B.A. in Foreign Affairs – Middle East Studies where he was a four-year member of the varsity lacrosse team and 2006 NCAA Division 1 National Champion. Mark continued his education at the Jones Graduate School of Business at Rice University with a Masters of Business Administration and is a Chartered Alternative Investment Analyst. He spends time outside of his work primarily with his wife and three children. He serves on the Board of Advisors for the Holocaust Museum Houston and enjoys living an active lifestyle.

Michael O’Keefe

Chief of Staff

Investment Strategies

Michael serves as Chief of Staff at CAZ Investments. He operates directly alongside the Chairman to ensure the execution of business objectives across the organization. Michael is also responsible for portfolio management, sourcing, and monitoring investments and themes. Additionally, Michael facilitates the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals & Shareholders. He also serves on the firm’s Executive and Investment Committees.

Michael brings a robust set of leadership and investing experience to CAZ. Prior to joining CAZ, Michael served as President, Chief Operating Officer, & Chief Financial Officer of PlantSwitch, a bioplastics compounding company that turns plants into plastic. Before PlantSwitch, Michael worked for Thomist Capital, a market-neutral long-short hedge fund, where he helped manage a portfolio of downstream and renewable fuels stocks. Michael began his career at CAZ Investments, serving as right hand to the Chairman.

Michael graduated valedictorian from Southern Methodist University with degrees in Finance, Mathematics, and Mechanical Engineering. While at SMU, Michael was a member of the EnCap and LCM Alternative Asset Management Center and served as a Fellow for the Don Jackson Center for Financial Studies. Michael was also President of the Boulevard Investment Group, a 501(c)(3) nonprofit investment fund that donates gains to the University to help fund scholarships, and is now an active board member. Michael is as passionate a golfer as you will ever find and seeks to give back to the game in any way he can.

James Adams

Senior Vice President

Investment Management

James serves as a Senior Vice President – Investment Management. He is responsible for helping source and evaluate new investments and investment themes as well as monitoring existing investments. James also assists in facilitating the ability of outside investors, including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

James has over 10 years of experience in strategy consulting and banking, most recently as a manager at Bain & Company, where he worked with corporate and private equity clients to perform due diligence, develop corporate strategies, and answer key strategic questions, where he focused on the Oil & Gas and technology industries.

James earned an MBA from the Duke Fuqua School of Business with a concentration in strategy & corporate finance, a Master of International Business from Hult International Business School in London, and BS in Biology and BA in International Affairs from Seattle Pacific University. He is originally from the Pacific Northwest, but has made stops in Colorado Springs, London, Seattle, San Francisco, and Durham before settling with his family in The Woodlands, TX where they have resided for the past 4 years. Outside of work, he enjoys spending time with his wife and two kids, participating in church activities, golfing, playing tennis, and traveling the world with his family.

Chris Hollern

Senior Vice President

Investment Management

Chris serves as a Senior Vice President – Investment Management. He is responsible for helping source and evaluate investment themes as well as monitor existing investments. Chris also assists in facilitating the ability of outside investors, including family offices, registered investment advisors and institutions to co-invest with the firm and our principals & shareholders.

Chris brings an array of experience across asset management, business development and corporate finance. He began his career at FTI Consulting in the Corporate Finance and Restructuring Group. Most recently, he worked in the Financial Restructuring Group of Houlihan Lokey, where he focused on distressed M&A transactions.

Chris graduated from the University of Denver with a B.S.B.A in Finance and holds a J.D. from the University of Denver’s Sturm College of Law. Chris enjoys anything outdoors, including skiing, golfing, cycling and tennis.

Matthew Laitkep

Senior Associate

Investment Management

Matthew serves as a Senior Associate – Investment Management. He is responsible for sourcing and evaluating new investment opportunities as well as monitoring existing investments. Matthew also supports the expansion and services of the firm’s co-investors and assists in internal portfolio tracking and management.

Matthew brings a diverse range of experience in investment research and portfolio management across both public and private investments. He previously worked as an Equity Analyst Intern at Fayez Sarofim & Co. in Houston and spent five years at Point Bridge Capital in Fort Worth, initially as an Analyst and later as a Senior Analyst.

Matthew graduated in May 2024 with a Master of Business Administration from the Yale School of Management. He also holds a Bachelor of Business Administration in Finance and a Bachelor of Arts in Plan II from The University of Texas at Austin. Matthew is a CFA® charterholder, earning the designation in February 2021.

JD Moore

Analyst

Investment Management

JD serves as Analyst – Investment Management. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. JD also supports the expansion and services of our co-investors and assists in internal portfolio tracking and management.

JD began his career in commercial real estate appraisal at Altus Group. He then had the opportunity to work as an Investment Analyst at LyondellBasell, prior to joining CAZ.

JD graduated from the Rawls College of Business at Texas Tech University with an M.S. and B.B.A. in Finance, a minor in Real Estate, and a certificate in Energy Commerce. He is a Houston native and enjoys playing golf, basketball, and spending time with his friends and family.

William Van Buren

Senior Vice President

Investment Management

William serves as a Senior Vice President – Investment Management. He is responsible for helping source and evaluate investment themes as well as monitor existing investments. William also assists in facilitating the ability of outside investors, including family offices, registered investment advisors and institutions to co-invest with the firm and our principals & shareholders.

Prior to joining CAZ Investments, William worked as a Senior Deal Associate at Benchmark International, sourcing acquirors and facilitating strategic acquisitions for business owners in the lower-middle market. He graduated from College of Charleston in South Carolina with a B.S. in Business Administration. William is a lifelong sailor, alpine skier, and golfer.

Ben Weintraub

Senior Associate

Investment Management

Ben serves as a Senior Associate – Investment Management. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ben also supports the expansion and services of our co-investors and assists in internal portfolio tracking and management.

Prior to joining CAZ, Ben was a Senior Associate Consultant at Washington Business Dynamics. Ben earned a BBA in Finance from the University of Oklahoma. Though originally from Tulsa, OK, Ben spent time living in Washington, D.C. and now calls Houston, TX home. When Ben is not working you can find him participating in endurance races, golfing, or watching football and baseball with his friends and family.

Henry T. Wessel

Analyst

Investment Management

Henry serves as an Analyst within our Investment Management Team. He is responsible for sourcing and evaluating new investments and investment themes, as well as monitoring existing investments. Henry also supports the expansion and services of our co-investors and assists with internal portfolio tracking and management.

Prior to joining CAZ, Henry completed 4 internships in Investment Management, Venture Capital, Private Equity, and, most recently, Investment Banking where he contributed to significant projects in the energy sector through financial analysis and due diligence.

A native Houstonian, Henry earned his B.S. in Business Administration with an emphasis in Finance from the University of Southern California. He leveraged his leadership skills and commitment to service, developed during his journey to becoming an Eagle Scout, in his extracurricular activities. At USC, he founded a non-profit chapter of First Generation Investors (FGI), which promotes financial literacy in underserved communities. Through a strategic partnership with KPMG he cultivated, FGI received thousands of dollars in aid each semester to support their mission. Henry also enjoys spending time with family and friends, golfing, playing pickleball, basketball, and skiing.

Clark Edlund

Partner

Clark serves as Partner. He is responsible for sourcing and evaluating investment themes as well as monitoring of existing investments. Clark also facilitates the ability of outside investors, including family offices, registered investment advisors and institutions, to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive Committee.

Clark has over a decade of investment specific industry experience, including asset management, business development and client relations. He most recently served as Senior Investment Advisor and Portfolio Manager to a boutique healthcare focused private equity manager. Prior to that, Clark served as Managing Partner and Co-Portfolio Manager to a NASDAQ traded mutual fund.

Clark graduated from Texas A&M University with a B.S. in Economics and minor in Business Administration. He also became a Chartered Alternative Investment Analyst (CAIA) in 2012. Clark is a native Houstonian and spends most of his time outside of work with his wife, Lauren, and two boys, Maddox and Weston.

Mark Wade

Partner

Mark serves as Partner. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Mark also facilitates the ability of outside investors, including family offices, registered investment advisors and institutions, to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Executive and Investment Committees.

Mark joined CAZ after almost a decade in the healthcare industry at Johnson & Johnson and St. Jude Medical with experience in their orthopedics and neurosurgery affiliates, respectively.

Mark graduated from the University of Virginia with a B.A. in Foreign Affairs – Middle East Studies where he was a four-year member of the varsity lacrosse team and 2006 NCAA Division 1 National Champion. Mark continued his education at the Jones Graduate School of Business at Rice University with a Masters of Business Administration and is a Chartered Alternative Investment Analyst. He spends time outside of his work primarily with his wife and three children. He serves on the Board of Advisors for the Holocaust Museum Houston and enjoys living an active lifestyle.

Geoffrey Crumrine

Managing Director

Capital Formation

Geoff serves as Managing Director – Capital Formation. He is responsible for leading, managing, developing, and serving alongside the Capital Formation Team. He facilitates the ability of the CAZ Global Network of investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals and shareholders. Geoff and the Capital Formation Team focus on our investors’ experience and continuously seek ways to enhance engagement to make raving fans. Geoff also serves on the firm’s Executive Committee.

Geoff has over 30 years of experience in external facing and leadership roles within the investment industry. He specializes in capital formation, consultant relations, investor relationship management, marketing, leading teams, and developing talent. His career spans diverse financial strategies, including global and domestic equity, global and domestic fixed income, private markets, and alternatives. Most recently, Geoff held senior leadership roles in global distribution for both boutique and large global investment management firms.

Geoff holds a B.A. in Economics from Furman University and an MBA from Babson College’s Olin School of Business. Outside of work, Geoff enjoys spending time with his wife and children, watching sports, traveling, and reading.

Jarrett Bell

Director

Capital Formation

Jarrett serves as Director – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Jarrett also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Jarrett has more than a decade of alternative investment experience. He began his career at Morgan Stanley Investment Management, covering Morgan Stanley’s suite of alternative investment strategies. Most recently, Jarrett joined from Abbey Capital, one of the largest allocators to the CTA space globally. While there, Jarrett helped build out and led client relations for the US team based in New York.

Jarrett graduated from the University of South Carolina with a B.S. in Corporate Finance and Real Estate. He holds an MBA from the NYU Stern School of Business and became a Chartered Alternative Investment Analyst (CAIA) in 2014. Jarrett is a native Houstonian and spends most of time outside of work with his wife and daughters.

Ian Brown-Christenson

Director

Capital Formation

Ian Brown-Christenson serves as Director – Capital Formation. He facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Ian has almost a decade of investment management experience, including significant experience in wealth management and business development. Most recently, he served as Assistant Market Head for UBS Private Wealth Management in New York City where he worked closely with Private Wealth Advisors and their high net worth and family office clients.

Ian graduated from Fairleigh Dickinson University with a B.S. in Finance while also serving his community as an Emergency Medical Technician in the Greater New York City area. He earned his Certificate in Financial Planning from New York University in 2014 and received the Certified Financial Planner (CFP®) designation in 2015. Ian is a lifelong resident of the New York City area and is a Greensward Council member of the Central Park Conservancy in Manhattan.

Patty Burns

Senior Vice President

Capital Formation

Patty Burns serves as Senior Vice President – Capital Formation. She facilitates the ability of outside investors, including family offices, individuals, advisors, and institutions, to co-invest with the firm and our principals & shareholders.

Patty brings over 20 years of investment and client relations experience with her. Patty spent 9 years as an Investment Analyst at GP Brinson Investments as well as spending several years at Goldman Sachs in both Chicago and London and most recently Northern Trust in Houston.

Patty holds a B.A. in French from the University of Illinois at Urbana-Champaign. Patty and her family relocated to Houston from Chicago in 2010 and is blessed with three children and her husband Jeremy.

Emily Buretz

Vice President

Capital Formation

Emily serves as Vice President – Capital Formation. She facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Emily brings an array of experience in client service and business development to CAZ, including her work in philanthropy, education and financial advisory firms. She began her career at ACE Scholarships, a non-profit organization based in Denver. Prior to joining CAZ, she worked at The Madison Group where she partnered with advisors and family offices to customize solutions for generational wealth planning.

Emily graduated from the University of Missouri with a B.S. in Journalism, specializing in Strategic Communication, a Minor in Business and a Minor in International Peace Studies. She is the Founder and Co-Chairman of the ACE Scholarships Emerging Leaders Network, a group of entrepreneurial and philanthropic leaders in the Denver community. She is a Colorado native and enjoys entertaining friends and family, the arts, yoga, biking, and skiing.

Steve Buretz

Director

Capital Formation

Steve serves as Director – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Steve also facilitates the ability of outside investors including family offices, and registered investment advisors and institutions to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Investment Committee.

Steve brings more than three decades of experience in alternative investments. After pursuing a B.S. in Finance at San Diego State University, he has had a successful career as an entrepreneur including commercial real estate and private investments.

A Colorado native, Steve lives in Denver with his wife Carla and their three children. The Buretz family are supporters of numerous Colorado based charitable organizations focused on values-based education in Colorado, the U.S. and abroad. Steve enjoys golf, tennis, skiing and spending time with friends and family.

Michael Davis

Senior Vice President

Capital Formation

Michael serves as Senior Vice President – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Michael also facilitates the ability of outside partners including Ultra High Net Worth investors, Family Offices, Registered Investment Advisors, and Endowments & Foundations to co-invest alongside CAZ principals and shareholders.

Michael has over 30 years of alternative investment experience across asset class, strategy, and geography. During the first half of his career, he gained extensive experience as an analyst, trader, and portfolio manager. Michael successfully managed a $4 billion securities portfolio for an insurance company and served as the head trader for a bank’s proprietary fund, actively trading bonds, loans, credit default swaps, and structured credit. Since 2008, his focus shifted to sourcing equity and debt capital for alternative investments by identifying and conducting due diligence on opportunities within private equity, private credit, and real estate sectors.

Michael earned his BBA from the University of Michigan with a concentration in Accounting and Real Estate, and he earned his MBA from the University of Chicago, majoring in Finance and International Business. He is a Certified Public Accountant and a Chartered Financial Analyst. Though originally from the Midwest, he has lived in Charlotte, NC for over a decade. Outside of work, he enjoys yoga, swimming, pickleball, and spending time with his wife and two daughters.

Rob Davis

Senior Associate

Capital Formation

Rob serves as Senior Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Rob also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Rob began his career in commercial and high net worth personal insurance at both Insgroup and Bowen, Miclette, & Britt. He then had the opportunity to start the sales team for an electronic medical records software startup, prior to joining CAZ. He is currently pursuing an MBA from Rice Business School.

Rob graduated from The University of Texas with a B.A. in Government. He is a Houston native and enjoys playing golf and tennis, cooking, watching college football, and spending time with his wife and newborn son.

Brenton Finan

Associate

Capital Formation

Brenton serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Brenton facilitates the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals & shareholders.

Brenton began his career in the luxury automotive industry as a sales executive, where he gained experience and skills in client relations.

Brenton graduated Cum Laude from Texas Tech University with a Bachelor of Business Administration, double majoring in Marketing and Management Information Systems. He is a Houston native and, outside of work, enjoys spending time with his wife, cooking, walking his dogs, playing tennis, traveling, and watching college football and basketball.

Dan Fink

Director

Capital Formation

Dan serves as Director – Capital Formation. He facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Dan has over 15 years of investment specific industry experience. He most recently served as Senior Vice President at Lazard Asset Management in a business development role covering New England. Prior to that, Dan worked for Shepherd Kaplan, a registered investment advisor in Boston, for nearly a decade. While there, he held roles as Director of Research and Senior Client Advisor.

Dan graduated from College of the Holy Cross with a B.A in Economics where he was a member of the varsity lacrosse team. He is a pro bono consultant to the Rose Fitzgerald Kennedy Greenway Conservancy Investment Committee. Though originally from Baltimore, Dan has lived in Boston for two decades. Outside of work, Dan spends most of his time with his two children, Bennett and Lillet.

Preston Heard

Vice President

Investment Strategies

Preston serves as Vice President – Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Kirk also assists the Chairman with facilitating the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our shareholders.

Preston began his career as the Chief Administrative Officer at Gray Reed, a full-service law firm based in Texas. During his tenure, he operated directly alongside the Chairman and COO to ensure the execution of business objectives across the organization. He then had the opportunity to join the Capital Markets division at Newmark, a global real estate brokerage firm, where he served institutional investors in the strategic disposition and financing of commercial assets.

Preston graduated from Baylor University with a B.A. in History and lettered as a Division I Quarterback on the Baylor Football Team. He is a Houston native and enjoys spending time with his wife and friends, playing tennis, hunting, serving at his church, and volunteering with YoungLife at Memorial High School.

Jill Klinvex

Vice President

Capital Formation

Jill serves as Vice President – Capital Formation. She facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Prior to joining CAZ, Jill was the Venture Principal at Capital Factory, the most active early-stage venture capital firm in Texas since 2010, where she launched the Texas Fund and was responsible for evaluating new investment opportunities.

Jill graduated from Babson College in Wellesley, MA with a B.S. in Business Administration and a concentration in Data Analytics. Though originally from Dallas, Jill has lived in Chattanooga, Boston, New York, and now calls Austin home. Outside of her work, Jill fosters dogs through Austin Pets Alive, is an active angel investor, and enjoys hiking, skiing, running, and travel.

Ryan Moritz

Associate

Capital Formation

Ryan serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ryan also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Ryan brings an array of experience across business development, beginning his career in oil & gas and most recently working for Insperity interacting daily with partners and clients. He graduated from Texas A&M University with a BA in Communication, double minoring in Spanish and Sports Management. He is a native Houstonian and enjoys spending time outdoors, playing and watching a variety of sports, traveling, and cooking.

David W. Murphy

Senior Vice President

Capital Formation

David W. Murphy serves as Senior Vice President – Capital Formation.  He facilitates the ability for outside investors, including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

David has more than 15 years of experience in financial services and business development.  Prior to joining CAZ, David spent nearly a decade in corporate investment banking at Evercore and Barclays, where he provided M&A and capital markets advisory services to public and private energy companies.  He also has experience spearheading institutional business development efforts for a national real estate insurance firm.  Prior to earning his MBA, David worked in Washington DC, where he served in The White House and U.S. Department of Energy.

David graduated from The University of Alabama with a B.A. in Political Science and earned his M.B.A. from Rice University.  Outside of work, David serves on the board of The Children’s Fund, an organization dedicated to helping early-stage charities serve disadvantaged children across the greater Houston area.  David is a native Houstonian and enjoys playing golf, fly fishing and spending time with his wife, Kathryn, and three daughters.

Ricky Perusquia

Senior Vice President

Capital Formation

Ricky serves as Senior Vice President – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ricky also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Ricky brings an array of experience across asset management, business development and corporate finance. He began his career at Dimensional Fund Advisors in the Financial Advisor Services Group. Most recently, he worked in the Retail and Consumer Investment Banking Group of Credit Suisse Securities in New York, where he focused on corporate finance and M&A advisory mandates for leading consumer and retail companies.

Ricky graduated from the University of Texas with a B.A. in Economics and holds an MBA from the University of Virginia’s Darden School of Business. He is a native Houstonian and enjoys spending time with his wife, playing golf and tennis.

Paul Rush

Senior Associate

Capital Formation

Paul serves as a Senior Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Paul also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Paul began his career in commercial banking, participating in Amegy Bank’s credit training program where he gained valuable knowledge in commercial credit, energy and real estate lending, and private banking.

Paul graduated from Texas A&M University with a BS in Business, double minoring in Economics and Financial Planning. He is a Houston native and enjoys spending time with his wife, playing golf, hunting, cooking, and serving at his church, Grace Bible Church.

Lauren H. Spitz

Vice President

Capital Formation

Lauren H. Spitz serves as Vice President – Capital Formation at CAZ Investments. She facilitates the ability for outside investors, including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Lauren has more than 6 years of experience in private equity, M&A, business development, and management consulting across the financial services, technology, industrials, and healthcare sectors. Prior to joining CAZ Investments, Lauren was advising private equity and investment banking clients on strategic and financial transactions within FTI Consulting’s M&A Advisory practice. Lauren also has experience executing acquisitions while she served as a Vice President on Trilogy’s (also known as ESW Capital) global private equity deal team.

Lauren graduated from the University of Florida with a B.A. in English Literature and a minor in Business Administration. Outside of work, Lauren enjoys running, yoga, surfing, reading, and spending time with her husband.

Mark Wehrman

Senior Vice President

Capital Formation

Mark serves as Senior Vice President – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Mark also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Mark has over 15 years of alternative asset management and investment banking experience across asset class, strategy, and geography. He began his career at Bear Stearns & Co. in the Equity Sales & Trading group covering institutional and hedge fund accounts. Mark also worked at Renaissance Technologies as a member of the Institutional Sales and Consultant Relations team. Previously he worked at Institutional Global Investors (IGI), an alternative investment platform dedicated to Private Market and Hedge Fund strategies in China and Emerging Asia, as well as alongside Princeton Economist Dr. Burton G. Malkiel creating more intelligent exposure to the region. Most recently, Mark served as Senior Vice President in the Capital Advisory Group at Lazard Ltd. in San Francisco. While there, Mark was responsible for business development, strategic relationships, and capital raising activities with family office and institutional investors.

Mark graduated from California Polytechnic State University, San Luis Obispo (Cal Poly, SLO) with a B.A. in Business/Organizational Communications and Finance. Mark is a former Investment & Endowment Committee Board Member of The Olympic Club in San Francisco, and Advisory Board Member of Always Dream Foundation. Currently he is a Member of The Milken Institute Young Leaders Circle (YLC). Mark is a lifelong San Francisco Bay Area native and calls the east bay community of Diablo home. Outside of work, Mark enjoys spending time with his family, cooking, fly fishing, golf, skiing, and travel.

Charlie Zeller

Vice President

Capital Formation

Charlie serves as Vice President – Capital Formation and is based in Chicago. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Charlie also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Charlie brings an array of experience across asset management, business development and investment banking. He began his career at Dimensional Fund Advisors in the Financial Advisor Services Group. Most recently, he worked in Baird’s Consumer Investment Banking Group in Chicago, where he focused on M&A advisory mandates for leading consumer companies.

Charlie graduated from the Ross School of Business at the University of Michigan with a bachelor’s in Business Administration and master’s in Accounting. He is also a CFA charter holder and a member of the CFA Society of Chicago. Charlie enjoys spending his free time with his wife, son and dog as well as playing / watching a variety of sports.

Lucia Hwang

Director

Investor Relations

Heather Ayres

Vice President

Investor Relations

Heather serves as a Vice President within our Investor Relations Team. Her primary role is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Heather brings 13 years of experience in the wealth management industry. In her most recent role within J.P. Morgan’s Private Bank, she developed and maintained meaningful relationships with ultra-high net worth individuals and various family offices with J.P. Morgan’s top tier clients. Heather also brings over six years of unique experience in wargaming strategies as an economics analyst with the United States Joint Forces Command in Norfolk, VA.

In her free time, she enjoys fitness-related activities and spending time with her 9-year-old son, Evan, and they both share a love for basketball.

Bilal Aziz

Vice President

Investor Relations

Bilal serves as a Vice President within our Investor Relations Team. His primary responsibility is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Bilal’s journey began at PIMCO, supporting the Institutional Business Development team in driving business growth across equities, fixed income, and alternative asset classes. Bilal then pivoted to AdvicePeriod, a tech-forward wealth management firm working across operations, portfolio management, and client relationship management. Prior to joining CAZ, Bilal served as a relationship consultant for DriveWealth, a FinTech firm that democratizes investing worldwide where he strategically expanded their investment platforms, products, and user base for its partners, globally.

Originally from Southern California, Bilal now resides in Houston with his wife Hana. He holds a Bachelor of Science Degree in Business Administration with an emphasis in Finance from Chapman University and holds an MBA in Finance from the Graziadio Business School at Pepperdine University. Outside of work, Bilal enjoys playing basketball, watching football, trying different coffee shops with his wife, and spending time with friends and family.

Nicole Engel

Vice President

Investor Relations

Nicole serves as Vice President – Investor Relations. She is responsible for sourcing and evaluating investment themes, as well as monitoring existing investments. She also facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Nicole brings over 15 years of experience with her to CAZ. She has held various roles in client service, business development and marketing with asset management and financial advisory firms.

Originally from Southern California, Nicole now resides in Chicago with her husband Brian and two children. She holds a B.S. in Mathematics from the University of California, Los Angeles (UCLA). Nicole enjoys playing tennis, cooking, reading, and Chicago Cubs baseball.

Caroline Fertitta

Associate

Investor Relations

Caroline Fertitta serves as an Investor Relations Associate. She is responsible for facilitating the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to joining CAZ, Caroline was a teacher for Teach for America in Chinatown, New York, as well as St. John’s School. She earned a B.A. from The University of Texas in Plan II Honors and an MBA from Rice Business.

Caroline is a native Houstonian. Outside of work, she enjoys spending time with her family, friends, her husband Jonas, and her puppy Peppe.

Hilary Holmes

Senior Vice President

Investor Relations

Hilary serves as Senior Vice President within our Investor Relations group. Her primary responsibility is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Hilary brings over 10 years of experience in the financial services industry with her to CAZ. She has held various roles in client service & business development in the wealth management industry.

In her free time, she enjoys spending time with her husband Greg, two daughters, Lily (2 years) & Hallie (10 months old) and their chocolate lab, Chili.

Robin Kopcso

Associate

Investor Relations

Robin serves as an Associate – Investor Relations and is responsible for facilitating the ability of outside investors to co-invest with the firm and our principals & shareholders.

Robin brings with years of experience as a flight attendant, government contractor with the US Navy and as a document control officer contracted by the Department of State.

Originally from Virginia, she graduated from James Madison University with a Bachelor of Science in Communications Arts. She relocated to Texas to be closer to her two daughters, Jessica and Kara, and their families. Outside work Robin enjoys mountain hikes, historical museums, and creating glass and textile arts.

Dylan Reynolds

Associate

Investor Relations

Dylan serves as an Associate, Investor Relations. In this role, Dylan facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to working at CAZ, Dylan worked in Cyber Security software sales and served as a Senior Associate on the Private Equity team at GLG.

Dylan earned a Bachelor of Business Administration with a minor in Finance from Louisiana State University. Outside of work, Dylan enjoys cheering for Liverpool FC, LSU, and all Houston professional sports teams. Dylan is an avid golfer and also enjoys snowboarding, hiking, and traveling.

Debby Singleton

Senior Vice President

Investor Relations

Debby serves as Senior Vice President – Investor Relations. She facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to joining the team, Debby served as Office Manager and Bookkeeper for an oilfield drilling company in Brookshire, Texas. Debby previously worked at CAZ Investments as Executive Assistant to the Chairman and CIO for several years.

Jonathan Richter

Director

Marketing

Jonathan serves as Director of Marketing. He is responsible for maintaining and facilitating the firm’s branding and marketing efforts.

Jonathan most recently served as Investor Relations & Education Manager at Rockstar Capital, a multifamily real estate investment firm. Jonathan graduated from Texas A&M University with a B.S. in Agricultural Communications & Journalism and is a former Terry Foundation Scholarship recipient. Jonathan is a native Texan and spends most of his time outside work playing music and games with his wife, Jaydi, and their friends.

McKinzie Chambers

Associate

Marketing

McKinzie serves as a Marketing Associate, overseeing the strategic planning of the firm’s events and facilitating our branding and marketing initiatives. Prior to joining CAZ, McKinzie served as an Investor Relations Associate at Sunnova Energy and holds a Bachelor’s degree in Political Science from Rice University. McKinzie brings a wealth of knowledge and creativity to our Team.

A native Houstonian, McKinzie is deeply rooted in the community and is an active member of the Herman Park Conservancy. Outside of work, she finds joy in cycling, baking, and spending time with her cat, Diana.

Hannah Trippett

Vice President of Programming

Marketing

Hannah Trippett serves as Vice President – Programming within on Marketing Team. In this role, she is responsible for facilitating the ability of outside investors to co-invest with the firm and our principals & shareholders. She also assists in maintaining and facilitating the firm’s branding and marketing efforts.

Prior to joining CAZ, Hannah was a Broadcast Journalist who spent ten years working for various TV stations across the country where she performed just about every job they have; traffic, sports, anchoring, and producing.

Hannah earned a BA in Journalism from The University of Texas at Austin and avidly cheers on the Longhorns.  When Hannah is not working you can find her running around Memorial Park, or anywhere there’s a trail in Houston, training for her next marathon.

Heather Delgado

Managing Director

Investment Operations

As a member of our team at Fund Services Group, Heather serves as Managing Director – Investment Operations. Her responsibilities include maintaining efficient, regulatorily compliant investment operations, evaluating and streamlining processes and systems, and she is also responsible for overseeing the day-to-day technological operations within the firm. Heather also serves on the firm’s Executive Committee.

Heather joined us from Merrill Lynch, Pierce, Fenner & Smith and brings over 20 years of investment company operational experience, compliance expertise and regulatory oversight to the firm.

Heather and her husband, Ray, are supporters of several local and national charitable organizations. She spends most of her free time with her family and friends, volunteering at the local animal shelter, or relaxing at home on the coast of Galveston Bay with her family. Heather and Ray have one daughter, Jacqueline.

Isaiah Massey

Chief Financial Officer

Yael Costilla

Director

Financial Operations

As a member of our team at Fund Services Group, Yael Costilla serves as a Director and is responsible for oversight for financial reporting, compliance, legal and related processes for our firm and private funds.

A CPA licensed in the state of Texas, Yael brings nearly two decades of financial and accounting experience with her to CAZ. She most recently supported Enbridge Inc. where she was responsible for the annual budget, forecasting, and management reporting for the GTM segment as well as managing the Sarbanes Oxley (SOX) 404 compliance across the enterprise. Prior to that, she served as a senior manager at Deloitte and Touche.

Yael holds a B.B.A in Accounting and an M.S. in Finance from Texas A&M University.

Anthony Amaya

Associate

Investment Operations

As a member of our team at Fund Services Group, Anthony Amaya serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Anthony joins the CAZ family after having a previous career in the automobile sales and customer service areas. He spends his free time enjoying soccer, working out, and time with friends and family.

Ashton Campbell

Director

Investment Operations

As a member of our team at Fund Services Group, Ashton Campbell serves as Director – Investment Operations. She is responsible for facilitating investor onboarding, monitoring money movements for both traditional and alternative investments and maintaining the accuracy of investor market values.

Kristie Causey

Associate

Financial Operations

As a member of our team at Fund Services Group, Kristie Causey serves as Associate – Financial Operations. She is responsible for collaborating with the Vice President – Financial Operations to supporting the human resources and accounting for the firm.

Kristie joins the CAZ family after having a previous career with a manufacturing company where she helped manage all forms of financial accounts within the organization. She spends her free time volunteering at local non-profit organizations and enjoying time with family.

Quinton Davis

Associate

Investment Operations

As a member of our team at Fund Services Group, Quinton Davis serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Quinton joins the CAZ family after having a previous career in the H-E-B store system while pursuing his education full-time at the University of Houston where he obtained a B.S. in Economics. He spends his free time enjoying camping, hiking, free-climbing, and time with friends and family.

Garrett Frazier

Associate

Investment Operations

As a member of our team at Fund Services Group, Garrett Frazier serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Garrett joins the CAZ family after having worked in retail, sales and internship positions while also being a full-time student at the University of Oklahoma. He enjoys golfing and spending time with family and friends.

Trevor Godbolt

Associate

Investment Operations

As a member of our team at Fund Services Group, Trevor Godbolt serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Trevor joins the CAZ family after having a previous career as a legal assistant. He spends his free time cheering on local sports teams, trying different restaurants, and spending time with friends and family.

Summer Griffeth

Associate

Investment Operations

As a member of our team at Fund Services Group, Summer Griffeth serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Summer joins the CAZ family after beginning her career in operations with other RIAs in the Atlanta, Georgia area. She enjoys spending time outdoors with her dog, volunteer work, and enjoying live music.

Michael Harb

Associate

Investment Operations

As a member of our team at Fund Services Group, Michael Harb serves as an Associate – Investment Operations. He is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Michael joins the CAZ family after having a previous career in restaurant management. He enjoys cooking, spending time with family and friends, and trying different restaurants.

Brad Hasselbring

Associate

Financial Operations

As a member of our team at Fund Services Group, Brad Hasselbring serves as Associate – Financial Operations. He is responsible for supporting the delivery of compliance, legal and related processes for our firm and funds.

Whitney Hasselbring

Associate

Investment Operations

As a member of our team at Fund Services Group, Whitney Hasselbring serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Whitney joins the CAZ family after having a previous career in public and private accounting. She enjoys spending her free time with her family experiencing outdoor activities, sports and spending time at the lake.

Terri Jones

Vice President

Financial Operations

As a member of our team at Fund Services Group, Terri Jones serves as Vice President – Financial Operations. Her responsibilities include collaborating directly with the Senior Vice President – Financial Operations and Chief Financial Officer, handling human resources and accounting for the firm.

Prior to joining CAZ Investments, Terri worked for a LED manufacturing company managing the accounting department.

Tanesa Kahrs

Associate

Investment Operations

As a member of our team at Fund Services Group, Tanessa Kahrs serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Tanessa joins the CAZ family after having a previous career in the medical field. She enjoys outdoor activities and spending time with her family.

Elizabeth Leak

Director

Financial Operations

As a member of our team at Fund Services Group, Elizabeth Leak serves as Director – Financial Operations. She is responsible for federal and state tax compliance, as well as comprehending the tax implications and structuring requirements for private fund structures and assisting with investor tax-focused inquiries.

Elizabeth previously spent time in public accounting at Howard, LLP, Weaver, and Ernst and Young, gaining exposure to a wide variety of fund managers and investment vehicles, including domestic and offshore hedge funds, private equity funds, and real estate funds. Her industry experience includes time with a $19 billion hedge fund in Dallas where she served as an integral part of the tax team.

Elizabeth holds a Bachelor of Science in Accounting Information Management from the University of Texas at Dallas. She also attended The University of Texas at Austin. She is a registered CPA in the state of Texas.

Shawn LeClaire

Senior Vice President

Financial Operations

As a member of our team at Fund Services Group, Shawn LeClaire serves as Senior Vice President – Financial Operations. His responsibilities include collaborating directly with the Vice President – Financial Operations and Chief Financial Officer, handling coordination and review with the fund administrator as well as assisting with accounting and compliance for the firm.

Shawn brings several years of alternative investment accounting and operational experience to the firm. He has held various previous roles with fund administrators and a private equity consultant. Most recently, Shawn served as Senior Manager at the fund administrator, PartnersAdmin LLC.

Shawn holds a B.S. in Accounting from The State University of New York at Brockport. He enjoys an active lifestyle, participating in nationally affiliated sports leagues in softball and flag football, and has previously served in a leadership role as Treasurer to a non-profit sports league located in San Diego.

John Littler

Director

Investment Operations

As a member of our team at Fund Services Group, John Littler serves as Senior Director – Investment Operations. His responsibilities include monitoring and facilitating money movements for the investments of our partners as well as our funds, assisting with partner onboarding, ensuring our operational processes remain compliant with current regulatory requirements and monitoring existing investments.

John brings years of strong operational experience to the firm. He has held various roles within the banking industry and has a proven track record of achieving operational goals.

John graduated from the University of Texas at Austin with a BA in Economics and later obtained a Masters in Finance from the University of St. Thomas in Houston. He enjoys spending time with his wife and sons while leading an active lifestyle, including training for obstacle course races. John is also involved in the community through St. Jude and Second Baptist, and he has ridden in the Bike MS: Texas MS 150.

Pranay Patwa

Associate

Financial Operations

As a member of our team at Fund Services Group, Pranay Patwa serves as an Associate – Financial Operations. He is responsible for assisting with the operations and financial reporting process for our funds, as well as compliance and regulatory support.

Pranay joins the CAZ family after having a previous career in fund administration. He enjoys outdoor activities and spending time in his community.

Kodi Powers

Senior Associate

Financial Operations

As a member of our team at Fund Services Group, Kodi Powers, Senior Associate – Financial Operations, aids the Chief Financial Officer and Vice President of Financial Operations. She also serves as office manager, providing support to all members of the CAZ team, and overseeing daily office activities.

Prior to CAZ, Kodi worked in Logistics for an ocean freight carrier where she handled both their operational accounting as well as their export documentation.

Sherry Richmond

Director

Investment Operations

As a member of our team at Fund Services Group, Sherry Richmond serves as Director – Investment Operations. She is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Sherry joins the CAZ family after having a previous career in sports medicine; moving to Texas from North Carolina and obtaining her Masters of Science in Athletic Training degree from the University of Texas at Arlington. She is an avid adventurer who enjoys hiking, traveling, hot yoga and her black lab, Annie.

Marilyn Sanchez

Associate

Investment Operations

As a member of our team at Fund Services Group, Marilyn Sanchez serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Marilyn joins the CAZ family after having a previous career in teaching, project management, and operations. She enjoys traveling, rooting for the Astros and Rockets, arcade basketball, bowling, running, and spending time with family.

Ari Silverman

Associate

Investment Operations

As a member of our team at Fund Services Group, Ari Silverman serves as an Associate – Investment Operations. He is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Ari joins the CAZ family after having a previous career in sales and business development. He enjoys hiking and camping, following Houston sports, and spending time with his nieces and nephews.

Christa Abshier

Senior Associate

Talent Development

Christa serves as the Senior Associate – Talent Development at CAZ Investments, where she promotes the firm’s mission, culture, and core values by coaching team members in their development and measuring engagement to drive success. She also facilitates the recruitment of new talent, oversees onboarding, and designs ongoing development programs to empower the CAZ Team. Additionally, Christa works to foster a positive and productive work environment, addressing employee needs while ensuring alignment with organizational goals.

Christa holds a Bachelor of Science in Human Resources Development with a minor in Business Administration from Texas A&M University. She also earned her MBA from Lamar University and is a certified professional through the Society for Human Resources Management (SHRM). Prior to joining CAZ, Christa worked in Human Resources at Port Houston, where she focused on employee engagement, and later served on the People Experience Team at AVEVA.

Outside of work, Christa loves to travel, spend time with family and friends, cheer on the Aggies, and stay active through cycling and Pilates. As a Houston resident, she enjoys exploring the city, trying new activities, discovering restaurants, and visiting different spots around town.

James Adams

Senior Vice President

Investment Management

James serves as a Senior Vice President – Investment Management. He is responsible for helping source and evaluate new investments and investment themes as well as monitoring existing investments. James also assists in facilitating the ability of outside investors, including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

James has over 10 years of experience in strategy consulting and banking, most recently as a manager at Bain & Company, where he worked with corporate and private equity clients to perform due diligence, develop corporate strategies, and answer key strategic questions, where he focused on the Oil & Gas and technology industries.

James earned an MBA from the Duke Fuqua School of Business with a concentration in strategy & corporate finance, a Master of International Business from Hult International Business School in London, and BS in Biology and BA in International Affairs from Seattle Pacific University. He is originally from the Pacific Northwest, but has made stops in Colorado Springs, London, Seattle, San Francisco, and Durham before settling with his family in The Woodlands, TX where they have resided for the past 4 years. Outside of work, he enjoys spending time with his wife and two kids, participating in church activities, golfing, playing tennis, and traveling the world with his family.

Anthony Amaya

Associate

Investment Operations

As a member of our team at Fund Services Group, Anthony Amaya serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Anthony joins the CAZ family after having a previous career in the automobile sales and customer service areas. He spends his free time enjoying soccer, working out, and time with friends and family.

Alex Angove

Senior Associate

Investor Relations

Alex serves as a Senior Associate within our Investor Relations Team. In this role, Alex facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to working at CAZ, Alex worked in Relationship Management for 8 years at Berenberg Capital Markets in New York City.

Alex earned a Bachelor of Arts in Political Science, with a minor in French, from The University of Hawaii at Manoa. Outside of work, she enjoys spending time with her friends and family. Alex is an avid skier and also enjoys dirt biking, horseback riding, hiking, wake surfing, and Pilates.

Heather Ayres

Vice President

Investor Relations

Heather serves as a Vice President within our Investor Relations Team. Her primary role is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Heather brings 13 years of experience in the wealth management industry. In her most recent role within J.P. Morgan’s Private Bank, she developed and maintained meaningful relationships with ultra-high net worth individuals and various family offices with J.P. Morgan’s top tier clients. Heather also brings over six years of unique experience in wargaming strategies as an economics analyst with the United States Joint Forces Command in Norfolk, VA.

In her free time, she enjoys fitness-related activities and spending time with her 9-year-old son, Evan, and they both share a love for basketball.

Bilal Aziz

Vice President

Investor Relations

Bilal serves as a Vice President within our Investor Relations Team. His primary responsibility is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Bilal’s journey began at PIMCO, supporting the Institutional Business Development team in driving business growth across equities, fixed income, and alternative asset classes. Bilal then pivoted to AdvicePeriod, a tech-forward wealth management firm working across operations, portfolio management, and client relationship management. Prior to joining CAZ, Bilal served as a relationship consultant for DriveWealth, a FinTech firm that democratizes investing worldwide where he strategically expanded their investment platforms, products, and user base for its partners, globally.

Originally from Southern California, Bilal now resides in Houston with his wife Hana. He holds a Bachelor of Science Degree in Business Administration with an emphasis in Finance from Chapman University and holds an MBA in Finance from the Graziadio Business School at Pepperdine University. Outside of work, Bilal enjoys playing basketball, watching football, trying different coffee shops with his wife, and spending time with friends and family.

Jarrett Bell

Director

Capital Formation

Jarrett serves as Director – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Jarrett also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Jarrett has more than a decade of alternative investment experience. He began his career at Morgan Stanley Investment Management, covering Morgan Stanley’s suite of alternative investment strategies. Most recently, Jarrett joined from Abbey Capital, one of the largest allocators to the CTA space globally. While there, Jarrett helped build out and led client relations for the US team based in New York.

Jarrett graduated from the University of South Carolina with a B.S. in Corporate Finance and Real Estate. He holds an MBA from the NYU Stern School of Business and became a Chartered Alternative Investment Analyst (CAIA) in 2014. Jarrett is a native Houstonian and spends most of time outside of work with his wife and daughters.

Ian Brown-Christenson

Director

Capital Formation

Ian Brown-Christenson serves as Director – Capital Formation. He facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Ian has almost a decade of investment management experience, including significant experience in wealth management and business development. Most recently, he served as Assistant Market Head for UBS Private Wealth Management in New York City where he worked closely with Private Wealth Advisors and their high net worth and family office clients.

Ian graduated from Fairleigh Dickinson University with a B.S. in Finance while also serving his community as an Emergency Medical Technician in the Greater New York City area. He earned his Certificate in Financial Planning from New York University in 2014 and received the Certified Financial Planner (CFP®) designation in 2015. Ian is a lifelong resident of the New York City area and is a Greensward Council member of the Central Park Conservancy in Manhattan.

Patty Burns

Senior Vice President

Capital Formation

Patty Burns serves as Senior Vice President – Capital Formation. She facilitates the ability of outside investors, including family offices, individuals, advisors, and institutions, to co-invest with the firm and our principals & shareholders.

Patty brings over 20 years of investment and client relations experience with her. Patty spent 9 years as an Investment Analyst at GP Brinson Investments as well as spending several years at Goldman Sachs in both Chicago and London and most recently Northern Trust in Houston.

Patty holds a B.A. in French from the University of Illinois at Urbana-Champaign. Patty and her family relocated to Houston from Chicago in 2010 and is blessed with three children and her husband Jeremy.

Emily Buretz

Vice President

Capital Formation

Emily serves as Vice President – Capital Formation. She facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Emily brings an array of experience in client service and business development to CAZ, including her work in philanthropy, education and financial advisory firms. She began her career at ACE Scholarships, a non-profit organization based in Denver. Prior to joining CAZ, she worked at The Madison Group where she partnered with advisors and family offices to customize solutions for generational wealth planning.

Emily graduated from the University of Missouri with a B.S. in Journalism, specializing in Strategic Communication, a Minor in Business and a Minor in International Peace Studies. She is the Founder and Co-Chairman of the ACE Scholarships Emerging Leaders Network, a group of entrepreneurial and philanthropic leaders in the Denver community. She is a Colorado native and enjoys entertaining friends and family, the arts, yoga, biking, and skiing.

Steve Buretz

Director

Capital Formation

Steve serves as Director – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Steve also facilitates the ability of outside investors including family offices, and registered investment advisors and institutions to co-invest with the firm and our principals & shareholders. He also serves on the firm’s Investment Committee.

Steve brings more than three decades of experience in alternative investments. After pursuing a B.S. in Finance at San Diego State University, he has had a successful career as an entrepreneur including commercial real estate and private investments.

A Colorado native, Steve lives in Denver with his wife Carla and their three children. The Buretz family are supporters of numerous Colorado based charitable organizations focused on values-based education in Colorado, the U.S. and abroad. Steve enjoys golf, tennis, skiing and spending time with friends and family.

Ashton Campbell

Director

Investment Operations

As a member of our team at Fund Services Group, Ashton Campbell serves as Director – Investment Operations. She is responsible for facilitating investor onboarding, monitoring money movements for both traditional and alternative investments and maintaining the accuracy of investor market values.

Kristie Causey

Associate

Financial Operations

As a member of our team at Fund Services Group, Kristie Causey serves as Associate – Financial Operations. She is responsible for collaborating with the Vice President – Financial Operations to supporting the human resources and accounting for the firm.

Kristie joins the CAZ family after having a previous career with a manufacturing company where she helped manage all forms of financial accounts within the organization. She spends her free time volunteering at local non-profit organizations and enjoying time with family.

McKinzie Chambers

Associate

Marketing

McKinzie serves as a Marketing Associate, overseeing the strategic planning of the firm’s events and facilitating our branding and marketing initiatives. Prior to joining CAZ, McKinzie served as an Investor Relations Associate at Sunnova Energy and holds a Bachelor’s degree in Political Science from Rice University. McKinzie brings a wealth of knowledge and creativity to our Team.

A native Houstonian, McKinzie is deeply rooted in the community and is an active member of the Herman Park Conservancy. Outside of work, she finds joy in cycling, baking, and spending time with her cat, Diana.

Michael Davis

Senior Vice President

Capital Formation

Michael serves as Senior Vice President – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Michael also facilitates the ability of outside partners including Ultra High Net Worth investors, Family Offices, Registered Investment Advisors, and Endowments & Foundations to co-invest alongside CAZ principals and shareholders.

Michael has over 30 years of alternative investment experience across asset class, strategy, and geography. During the first half of his career, he gained extensive experience as an analyst, trader, and portfolio manager. Michael successfully managed a $4 billion securities portfolio for an insurance company and served as the head trader for a bank’s proprietary fund, actively trading bonds, loans, credit default swaps, and structured credit. Since 2008, his focus shifted to sourcing equity and debt capital for alternative investments by identifying and conducting due diligence on opportunities within private equity, private credit, and real estate sectors.

Michael earned his BBA from the University of Michigan with a concentration in Accounting and Real Estate, and he earned his MBA from the University of Chicago, majoring in Finance and International Business. He is a Certified Public Accountant and a Chartered Financial Analyst. Though originally from the Midwest, he has lived in Charlotte, NC for over a decade. Outside of work, he enjoys yoga, swimming, pickleball, and spending time with his wife and two daughters.

Quinton Davis

Associate

Investment Operations

As a member of our team at Fund Services Group, Quinton Davis serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Quinton joins the CAZ family after having a previous career in the H-E-B store system while pursuing his education full-time at the University of Houston where he obtained a B.S. in Economics. He spends his free time enjoying camping, hiking, free-climbing, and time with friends and family.

Rob Davis

Senior Associate

Capital Formation

Rob serves as Senior Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Rob also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Rob began his career in commercial and high net worth personal insurance at both Insgroup and Bowen, Miclette, & Britt. He then had the opportunity to start the sales team for an electronic medical records software startup, prior to joining CAZ. He is currently pursuing an MBA from Rice Business School.

Rob graduated from The University of Texas with a B.A. in Government. He is a Houston native and enjoys playing golf and tennis, cooking, watching college football, and spending time with his wife and newborn son.

Nicole Engel

Vice President

Investor Relations

Nicole serves as Vice President – Investor Relations. She is responsible for sourcing and evaluating investment themes, as well as monitoring existing investments. She also facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Nicole brings over 15 years of experience with her to CAZ. She has held various roles in client service, business development and marketing with asset management and financial advisory firms.

Originally from Southern California, Nicole now resides in Chicago with her husband Brian and two children. She holds a B.S. in Mathematics from the University of California, Los Angeles (UCLA). Nicole enjoys playing tennis, cooking, reading, and Chicago Cubs baseball.

Emma Everett

Associate

Investment Operations

Emma Everett is an Associate at Fund Services Group. Her responsibilities are within the Outsourced Investor Services team where she focuses on the ongoing interactions, servicing, and maintenance of our client’s investor relationships. This involves significant interaction with our client’s investors as their daily questions and needs are supported, investor records are maintained and refreshed to keep current information on file, and investor reporting systems and platforms are maintained and supported.

Prior to joining FSG, Emma’s work experience included roles as an Account Manager and Billing Analyst for a whole luxury lighting vendor. Emma holds a Bachelor’s in English Literature from Rice University.

Emma enjoys painting, cooking, and spending quality time with family and friends.

Caroline Fertitta

Associate

Investor Relations

Caroline Fertitta serves as an Investor Relations Associate. She is responsible for facilitating the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to joining CAZ, Caroline was a teacher for Teach for America in Chinatown, New York, as well as St. John’s School. She earned a B.A. from The University of Texas in Plan II Honors and an MBA from Rice Business.

Caroline is a native Houstonian. Outside of work, she enjoys spending time with her family, friends, her husband Jonas, and her puppy Peppe.

Brenton Finan

Associate

Capital Formation

Brenton serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Brenton facilitates the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our principals & shareholders.

Brenton began his career in the luxury automotive industry as a sales executive, where he gained experience and skills in client relations.

Brenton graduated Cum Laude from Texas Tech University with a Bachelor of Business Administration, double majoring in Marketing and Management Information Systems. He is a Houston native and, outside of work, enjoys spending time with his wife, cooking, walking his dogs, playing tennis, traveling, and watching college football and basketball.

Dan Fink

Director

Capital Formation

Dan serves as Director – Capital Formation. He facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Dan has over 15 years of investment specific industry experience. He most recently served as Senior Vice President at Lazard Asset Management in a business development role covering New England. Prior to that, Dan worked for Shepherd Kaplan, a registered investment advisor in Boston, for nearly a decade. While there, he held roles as Director of Research and Senior Client Advisor.

Dan graduated from College of the Holy Cross with a B.A in Economics where he was a member of the varsity lacrosse team. He is a pro bono consultant to the Rose Fitzgerald Kennedy Greenway Conservancy Investment Committee. Though originally from Baltimore, Dan has lived in Boston for two decades. Outside of work, Dan spends most of his time with his two children, Bennett and Lillet.

Garrett Frazier

Associate

Investment Operations

As a member of our team at Fund Services Group, Garrett Frazier serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Garrett joins the CAZ family after having worked in retail, sales and internship positions while also being a full-time student at the University of Oklahoma. He enjoys golfing and spending time with family and friends.

Jeff Greer

Associate

Financial Operations

As a member of our team at Fund Services Group, Jeff Greer serves as Associate – Financial Operations. He is responsible for supporting the delivery of compliance, legal and related processes for our firm and funds. Jeff joins the CAZ family after a previous career within Process Operations and Project Management in the oil and gas industry. Jeff and his wife, Sheridan, have 3 kids and enjoy outdoor activities, sports, and spending time with friends and family.

Trevor Godbolt

Associate

Investment Operations

As a member of our team at Fund Services Group, Trevor Godbolt serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Trevor joins the CAZ family after having a previous career as a legal assistant. He spends his free time cheering on local sports teams, trying different restaurants, and spending time with friends and family.

Summer Griffeth

Associate

Investment Operations

As a member of our team at Fund Services Group, Summer Griffeth serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Summer joins the CAZ family after beginning her career in operations with other RIAs in the Atlanta, Georgia area. She enjoys spending time outdoors with her dog, volunteer work, and enjoying live music.

Michael Harb

Associate

Investment Operations

As a member of our team at Fund Services Group, Michael Harb serves as an Associate – Investment Operations. He is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Michael joins the CAZ family after having a previous career in restaurant management. He enjoys cooking, spending time with family and friends, and trying different restaurants.

Brad Hasselbring

Associate

Financial Operations

As a member of our team at Fund Services Group, Brad Hasselbring serves as Associate – Financial Operations. He is responsible for supporting the delivery of compliance, legal and related processes for our firm and funds.

Whitney Hasselbring

Associate

Investment Operations

As a member of our team at Fund Services Group, Whitney Hasselbring serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Whitney joins the CAZ family after having a previous career in public and private accounting. She enjoys spending her free time with her family experiencing outdoor activities, sports and spending time at the lake.

Preston Heard

Vice President

Investment Strategies

Preston serves as Vice President – Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Kirk also assists the Chairman with facilitating the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the firm and our shareholders.

Preston began his career as the Chief Administrative Officer at Gray Reed, a full-service law firm based in Texas. During his tenure, he operated directly alongside the Chairman and COO to ensure the execution of business objectives across the organization. He then had the opportunity to join the Capital Markets division at Newmark, a global real estate brokerage firm, where he served institutional investors in the strategic disposition and financing of commercial assets.

Preston graduated from Baylor University with a B.A. in History and lettered as a Division I Quarterback on the Baylor Football Team. He is a Houston native and enjoys spending time with his wife and friends, playing tennis, hunting, serving at his church, and volunteering with YoungLife at Memorial High School.

Lorraine Heywood

Principal

Lorraine Heywood is a Principal for CAZ Investments. She is responsible for helping to scale the Team by managing all recruitment systems to ensure consistency with company culture, values, and outcomes.

Lorraine has over two decades of experience in Talent Acquisition, Executive Search, and Succession Planning. She has been an advisor to Boards of Directors, C-Suites, and Senior Leadership on their search for talent, their desire to improve training programs and the overall Team experience.

Lorraine graduated from Texas A&M University with a B.S. in Marketing. She serves on the board of Step Up Houston, a nonprofit organization focused on helping those who need a Step Up. Lorraine is a native Texan, living in Houston since the age of two, and she spends most of her time outside of work with her three children, Andrew, Alexandra and Max, and with her granddaughter Avery.

Chris Hollern

Senior Vice President

Investment Management

Chris serves as a Senior Vice President – Investment Management. He is responsible for helping source and evaluate investment themes as well as monitor existing investments. Chris also assists in facilitating the ability of outside investors, including family offices, registered investment advisors and institutions to co-invest with the firm and our principals & shareholders.

Chris brings an array of experience across asset management, business development and corporate finance. He began his career at FTI Consulting in the Corporate Finance and Restructuring Group. Most recently, he worked in the Financial Restructuring Group of Houlihan Lokey, where he focused on distressed M&A transactions.

Chris graduated from the University of Denver with a B.S.B.A in Finance and holds a J.D. from the University of Denver’s Sturm College of Law. Chris enjoys anything outdoors, including skiing, golfing, cycling and tennis.

Hilary Holmes

Senior Vice President

Investor Relations

Hilary serves as Senior Vice President within our Investor Relations group. Her primary responsibility is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Hilary brings over 10 years of experience in the financial services industry with her to CAZ. She has held various roles in client service & business development in the wealth management industry.

In her free time, she enjoys spending time with her husband Greg, two daughters, Lily (2 years) & Hallie (10 months old) and their chocolate lab, Chili.

Landon Johnson

Senior Associate

Investor Relations

Landon serves as Senior Associate within our Investor Relations Team. His primary responsibility is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Landon brings almost 10 years of experience in the financial service industry to CAZ. He has held various positions in client services, program management and talent management. His journey in financial services began at BlackRock while finishing his MBA at Columbia University.  At BlackRock, he started in Talent Management, where he worked on the Learning and Development team before he transitioned to managing the firm’s corporate culture program. After completing his degree, Landon moved to the Alternatives Client Platform and managed a team overseeing investor relations and reporting for the firm’s real estate equity funds, globally.

Landon graduated from Stanford University with a B.A. in Political Science and a minor in Communications where he was a four-year member of the varsity football team. Though he is originally from Kennedale, TX, he now calls The Woodlands, TX home. Outside of work, he primarily spends his time with his wife and two children.

Terri Jones

Vice President

Financial Operations

As a member of our team at Fund Services Group, Terri Jones serves as Vice President – Financial Operations. Her responsibilities include collaborating directly with the Senior Vice President – Financial Operations and Chief Financial Officer, handling human resources and accounting for the firm.

Prior to joining CAZ Investments, Terri worked for a LED manufacturing company managing the accounting department.

Tanesa Kahrs

Associate

Investment Operations

As a member of our team at Fund Services Group, Tanessa Kahrs serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Tanessa joins the CAZ family after having a previous career in the medical field. She enjoys outdoor activities and spending time with her family.

Jill Klinvex

Vice President

Capital Formation

Jill serves as Vice President – Capital Formation. She facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Prior to joining CAZ, Jill was the Venture Principal at Capital Factory, the most active early-stage venture capital firm in Texas since 2010, where she launched the Texas Fund and was responsible for evaluating new investment opportunities.

Jill graduated from Babson College in Wellesley, MA with a B.S. in Business Administration and a concentration in Data Analytics. Though originally from Dallas, Jill has lived in Chattanooga, Boston, New York, and now calls Austin home. Outside of her work, Jill fosters dogs through Austin Pets Alive, is an active angel investor, and enjoys hiking, skiing, running, and travel.

Robin Kopcso

Associate

Investor Relations

Robin serves as an Associate – Investor Relations and is responsible for facilitating the ability of outside investors to co-invest with the firm and our principals & shareholders.

Robin brings with years of experience as a flight attendant, government contractor with the US Navy and as a document control officer contracted by the Department of State.

Originally from Virginia, she graduated from James Madison University with a Bachelor of Science in Communications Arts. She relocated to Texas to be closer to her two daughters, Jessica and Kara, and their families. Outside work Robin enjoys mountain hikes, historical museums, and creating glass and textile arts.

Matthew Laitkep

Senior Associate

Investment Management

Matthew serves as a Senior Associate – Investment Management. He is responsible for sourcing and evaluating new investment opportunities as well as monitoring existing investments. Matthew also supports the expansion and services of the firm’s co-investors and assists in internal portfolio tracking and management.

Matthew brings a diverse range of experience in investment research and portfolio management across both public and private investments. He previously worked as an Equity Analyst Intern at Fayez Sarofim & Co. in Houston and spent five years at Point Bridge Capital in Fort Worth, initially as an Analyst and later as a Senior Analyst.

Matthew graduated in May 2024 with a Master of Business Administration from the Yale School of Management. He also holds a Bachelor of Business Administration in Finance and a Bachelor of Arts in Plan II from The University of Texas at Austin. Matthew is a CFA® charterholder, earning the designation in February 2021.

Elizabeth Leak

Director

Financial Operations

As a member of our team at Fund Services Group, Elizabeth Leak serves as Director – Financial Operations. She is responsible for federal and state tax compliance, as well as comprehending the tax implications and structuring requirements for private fund structures and assisting with investor tax-focused inquiries.

Elizabeth previously spent time in public accounting at Howard, LLP, Weaver, and Ernst and Young, gaining exposure to a wide variety of fund managers and investment vehicles, including domestic and offshore hedge funds, private equity funds, and real estate funds. Her industry experience includes time with a $19 billion hedge fund in Dallas where she served as an integral part of the tax team.

Elizabeth holds a Bachelor of Science in Accounting Information Management from the University of Texas at Dallas. She also attended The University of Texas at Austin. She is a registered CPA in the state of Texas.

Shawn LeClaire

Senior Vice President

Financial Operations

As a member of our team at Fund Services Group, Shawn LeClaire serves as Senior Vice President – Financial Operations. His responsibilities include collaborating directly with the Vice President – Financial Operations and Chief Financial Officer, handling coordination and review with the fund administrator as well as assisting with accounting and compliance for the firm.

Shawn brings several years of alternative investment accounting and operational experience to the firm. He has held various previous roles with fund administrators and a private equity consultant. Most recently, Shawn served as Senior Manager at the fund administrator, PartnersAdmin LLC.

Shawn holds a B.S. in Accounting from The State University of New York at Brockport. He enjoys an active lifestyle, participating in nationally affiliated sports leagues in softball and flag football, and has previously served in a leadership role as Treasurer to a non-profit sports league located in San Diego.

John Littler

Director

Investment Operations

As a member of our team at Fund Services Group, John Littler serves as Senior Director – Investment Operations. His responsibilities include monitoring and facilitating money movements for the investments of our partners as well as our funds, assisting with partner onboarding, ensuring our operational processes remain compliant with current regulatory requirements and monitoring existing investments.

John brings years of strong operational experience to the firm. He has held various roles within the banking industry and has a proven track record of achieving operational goals.

John graduated from the University of Texas at Austin with a BA in Economics and later obtained a Masters in Finance from the University of St. Thomas in Houston. He enjoys spending time with his wife and sons while leading an active lifestyle, including training for obstacle course races. John is also involved in the community through St. Jude and Second Baptist, and he has ridden in the Bike MS: Texas MS 150.

Jeff Meeker

Associate

Investment Operations

As a member of our team at Fund Services Group, Jeff Meeker serves as Associate – Investment Operations. He is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements. Jeff joins the CAZ family after a previous career in real estate and investor relations. Jeff enjoys rooting for the Astros, playing tennis, and barbecuing.

JD Moore

Analyst

Investment Management

JD serves as Analyst – Investment Management. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. JD also supports the expansion and services of our co-investors and assists in internal portfolio tracking and management.

JD began his career in commercial real estate appraisal at Altus Group. He then had the opportunity to work as an Investment Analyst at LyondellBasell, prior to joining CAZ.

JD graduated from the Rawls College of Business at Texas Tech University with an M.S. and B.B.A. in Finance, a minor in Real Estate, and a certificate in Energy Commerce. He is a Houston native and enjoys playing golf, basketball, and spending time with his friends and family.

Ryan Moritz

Associate

Capital Formation

Ryan serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ryan also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Ryan brings an array of experience across business development, beginning his career in oil & gas and most recently working for Insperity interacting daily with partners and clients. He graduated from Texas A&M University with a BA in Communication, double minoring in Spanish and Sports Management. He is a native Houstonian and enjoys spending time outdoors, playing and watching a variety of sports, traveling, and cooking.

David W. Murphy

Senior Vice President

Capital Formation

David W. Murphy serves as Senior Vice President – Capital Formation.  He facilitates the ability for outside investors, including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

David has more than 15 years of experience in financial services and business development.  Prior to joining CAZ, David spent nearly a decade in corporate investment banking at Evercore and Barclays, where he provided M&A and capital markets advisory services to public and private energy companies.  He also has experience spearheading institutional business development efforts for a national real estate insurance firm.  Prior to earning his MBA, David worked in Washington DC, where he served in The White House and U.S. Department of Energy.

David graduated from The University of Alabama with a B.A. in Political Science and earned his M.B.A. from Rice University.  Outside of work, David serves on the board of The Children’s Fund, an organization dedicated to helping early-stage charities serve disadvantaged children across the greater Houston area.  David is a native Houstonian and enjoys playing golf, fly fishing and spending time with his wife, Kathryn, and three daughters.

Katie Murphy

Senior Associate

Investor Relations

Katie Murphy serves as a Senior Associate within our Investor Relations team. Her primary responsibility is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to joining CAZ, Katie worked in Investment Banking at Truist Securities in Atlanta, GA for almost five years. At Truist, Katie provided debt capital markets advisory and origination services to public companies across various industries . She graduated from Washington & Lee University with a B.A. in Economics and History.

Katie is a native Houstonian. Outside of work, she enjoys spending time with her family and friends, trying new restaurants, traveling, cooking, and reading.

Lila Ontiveros

Principal

Lila Ontiveros is a Principal for CAZ Investments. She facilitates the ability of outside investors, including family offices, individuals, advisors, and institutions, to co-invest with the firm and our principals & shareholders.

Lila brings over a decade of business development and client relations experience with her to CAZ. The majority of that time was spent as a Vice President in Foreign Exchange Sales at Goldman Sachs in New York City. Prior to joining CAZ, she served as Finance Director on a major presidential campaign.

A Houston area native, Lila was a Meinig Scholar at Cornell University and graduated with a B.S. in Industrial Labor Relations. She has been involved in various philanthropic endeavors in Houston and New York City, and has been a class agent of Phillips Exeter Academy for 16 years.

Colton Parker

Associate

Investor Relations

Colton serves as an Associate within our Investor Relations team. In this role, Colton facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to working at CAZ, Colton worked as a One Stop Coordinator in the Enrollment Management division at Baylor University.

Colton graduated from Baylor University with a B.B.A. in Finance and Leadership. Outside of work, Colton enjoys spending time with his family, playing disc golf, and watching college football.

Pranay Patwa

Associate

Financial Operations

As a member of our team at Fund Services Group, Pranay Patwa serves as an Associate – Financial Operations. He is responsible for assisting with the operations and financial reporting process for our funds, as well as compliance and regulatory support.

Pranay joins the CAZ family after having a previous career in fund administration. He enjoys outdoor activities and spending time in his community.

Ricky Perusquia

Senior Vice President

Capital Formation

Ricky serves as Senior Vice President – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ricky also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Ricky brings an array of experience across asset management, business development and corporate finance. He began his career at Dimensional Fund Advisors in the Financial Advisor Services Group. Most recently, he worked in the Retail and Consumer Investment Banking Group of Credit Suisse Securities in New York, where he focused on corporate finance and M&A advisory mandates for leading consumer and retail companies.

Ricky graduated from the University of Texas with a B.A. in Economics and holds an MBA from the University of Virginia’s Darden School of Business. He is a native Houstonian and enjoys spending time with his wife, playing golf and tennis.

Kodi Powers

Senior Associate

Financial Operations

As a member of our team at Fund Services Group, Kodi Powers, Senior Associate – Financial Operations, aids the Chief Financial Officer and Vice President of Financial Operations. She also serves as office manager, providing support to all members of the CAZ team, and overseeing daily office activities.

Prior to CAZ, Kodi worked in Logistics for an ocean freight carrier where she handled both their operational accounting as well as their export documentation.

Dylan Reynolds

Associate

Investor Relations

Dylan serves as an Associate, Investor Relations. In this role, Dylan facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to working at CAZ, Dylan worked in Cyber Security software sales and served as a Senior Associate on the Private Equity team at GLG.

Dylan earned a Bachelor of Business Administration with a minor in Finance from Louisiana State University. Outside of work, Dylan enjoys cheering for Liverpool FC, LSU, and all Houston professional sports teams. Dylan is an avid golfer and also enjoys snowboarding, hiking, and traveling.

Sherry Richmond

Director

Investment Operations

As a member of our team at Fund Services Group, Sherry Richmond serves as Director – Investment Operations. She is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Sherry joins the CAZ family after having a previous career in sports medicine; moving to Texas from North Carolina and obtaining her Masters of Science in Athletic Training degree from the University of Texas at Arlington. She is an avid adventurer who enjoys hiking, traveling, hot yoga and her black lab, Annie.

Paul Rush

Senior Associate

Capital Formation

Paul serves as a Senior Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Paul also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Paul began his career in commercial banking, participating in Amegy Bank’s credit training program where he gained valuable knowledge in commercial credit, energy and real estate lending, and private banking.

Paul graduated from Texas A&M University with a BS in Business, double minoring in Economics and Financial Planning. He is a Houston native and enjoys spending time with his wife, playing golf, hunting, cooking, and serving at his church, Grace Bible Church.

Marilyn Sanchez

Associate

Investment Operations

As a member of our team at Fund Services Group, Marilyn Sanchez serves as an Associate – Investment Operations. She is responsible for facilitating new partner onboarding, maintenance of existing investments, as well as monitoring money movements for both traditional and alternative investments.

Marilyn joins the CAZ family after having a previous career in teaching, project management, and operations. She enjoys traveling, rooting for the Astros and Rockets, arcade basketball, bowling, running, and spending time with family.

Ari Silverman

Associate

Investment Operations

As a member of our team at Fund Services Group, Ari Silverman serves as an Associate – Investment Operations. He is responsible for facilitating new partner onboarding, meeting the daily needs of our partners, and assisting with money movements.

Ari joins the CAZ family after having a previous career in sales and business development. He enjoys hiking and camping, following Houston sports, and spending time with his nieces and nephews.

Debby Singleton

Senior Vice President

Investor Relations

Debby serves as Senior Vice President – Investor Relations. She facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders.

Prior to joining the team, Debby served as Office Manager and Bookkeeper for an oilfield drilling company in Brookshire, Texas. Debby previously worked at CAZ Investments as Executive Assistant to the Chairman and CIO for several years.

Lauren H. Spitz

Vice President

Capital Formation

Lauren H. Spitz serves as Vice President – Capital Formation at CAZ Investments. She facilitates the ability for outside investors, including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Lauren has more than 6 years of experience in private equity, M&A, business development, and management consulting across the financial services, technology, industrials, and healthcare sectors. Prior to joining CAZ Investments, Lauren was advising private equity and investment banking clients on strategic and financial transactions within FTI Consulting’s M&A Advisory practice. Lauren also has experience executing acquisitions while she served as a Vice President on Trilogy’s (also known as ESW Capital) global private equity deal team.

Lauren graduated from the University of Florida with a B.A. in English Literature and a minor in Business Administration. Outside of work, Lauren enjoys running, yoga, surfing, reading, and spending time with her husband.

Emmy Timberlake

Associate

Investment Operations

Emmy Timberlake is an Associate at Fund Services Group. Her responsibilities are within the Outsourced Investor Services team where she focuses on the onboarding process for the investors of our clients. This involves collecting information from our client’s investors, delivering populated subscription documents for execution, and managing automated subscription platforms and related workflows.

Prior to joining FSG, Emmy worked for CFGI as a consultant doing investor services and portfolio company data collection for The Carlyle Group. Emmy holds a Bachelor’s in History from Denison University. Emmy enjoys playing golf, traveling, and spending time with friends and family.

Hannah Trippett

Vice President of Programming

Marketing

Hannah Trippett serves as Vice President – Programming within on Marketing Team. In this role, she is responsible for facilitating the ability of outside investors to co-invest with the firm and our principals & shareholders. She also assists in maintaining and facilitating the firm’s branding and marketing efforts.

Prior to joining CAZ, Hannah was a Broadcast Journalist who spent ten years working for various TV stations across the country where she performed just about every job they have; traffic, sports, anchoring, and producing.

Hannah earned a BA in Journalism from The University of Texas at Austin and avidly cheers on the Longhorns.  When Hannah is not working you can find her running around Memorial Park, or anywhere there’s a trail in Houston, training for her next marathon.

William Van Buren

Senior Vice President

Investment Management

William serves as a Senior Vice President – Investment Management. He is responsible for helping source and evaluate investment themes as well as monitor existing investments. William also assists in facilitating the ability of outside investors, including family offices, registered investment advisors and institutions to co-invest with the firm and our principals & shareholders.

Prior to joining CAZ Investments, William worked as a Senior Deal Associate at Benchmark International, sourcing acquirors and facilitating strategic acquisitions for business owners in the lower-middle market. He graduated from College of Charleston in South Carolina with a B.S. in Business Administration. William is a lifelong sailor, alpine skier, and golfer.

Mark Wehrman

Senior Vice President

Capital Formation

Mark serves as Senior Vice President – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Mark also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Mark has over 15 years of alternative asset management and investment banking experience across asset class, strategy, and geography. He began his career at Bear Stearns & Co. in the Equity Sales & Trading group covering institutional and hedge fund accounts. Mark also worked at Renaissance Technologies as a member of the Institutional Sales and Consultant Relations team. Previously he worked at Institutional Global Investors (IGI), an alternative investment platform dedicated to Private Market and Hedge Fund strategies in China and Emerging Asia, as well as alongside Princeton Economist Dr. Burton G. Malkiel creating more intelligent exposure to the region. Most recently, Mark served as Senior Vice President in the Capital Advisory Group at Lazard Ltd. in San Francisco. While there, Mark was responsible for business development, strategic relationships, and capital raising activities with family office and institutional investors.

Mark graduated from California Polytechnic State University, San Luis Obispo (Cal Poly, SLO) with a B.A. in Business/Organizational Communications and Finance. Mark is a former Investment & Endowment Committee Board Member of The Olympic Club in San Francisco, and Advisory Board Member of Always Dream Foundation. Currently he is a Member of The Milken Institute Young Leaders Circle (YLC). Mark is a lifelong San Francisco Bay Area native and calls the east bay community of Diablo home. Outside of work, Mark enjoys spending time with his family, cooking, fly fishing, golf, skiing, and travel.

Ben Weintraub

Senior Associate

Investment Management

Ben serves as a Senior Associate – Investment Management. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ben also supports the expansion and services of our co-investors and assists in internal portfolio tracking and management.

Prior to joining CAZ, Ben was a Senior Associate Consultant at Washington Business Dynamics. Ben earned a BBA in Finance from the University of Oklahoma. Though originally from Tulsa, OK, Ben spent time living in Washington, D.C. and now calls Houston, TX home. When Ben is not working you can find him participating in endurance races, golfing, or watching football and baseball with his friends and family.

Henry T. Wessel

Analyst

Investment Management

Henry serves as an Analyst within our Investment Management Team. He is responsible for sourcing and evaluating new investments and investment themes, as well as monitoring existing investments. Henry also supports the expansion and services of our co-investors and assists with internal portfolio tracking and management.

Prior to joining CAZ, Henry completed 4 internships in Investment Management, Venture Capital, Private Equity, and, most recently, Investment Banking where he contributed to significant projects in the energy sector through financial analysis and due diligence.

A native Houstonian, Henry earned his B.S. in Business Administration with an emphasis in Finance from the University of Southern California. He leveraged his leadership skills and commitment to service, developed during his journey to becoming an Eagle Scout, in his extracurricular activities. At USC, he founded a non-profit chapter of First Generation Investors (FGI), which promotes financial literacy in underserved communities. Through a strategic partnership with KPMG he cultivated, FGI received thousands of dollars in aid each semester to support their mission. Henry also enjoys spending time with family and friends, golfing, playing pickleball, basketball, and skiing.

Spencer Woolfolk

Vice President

Capital Formation

Spencer Woolfolk serves as Vice President – Capital Formation. He is responsible for sourcing and evaluating investment themes, as well as monitoring existing investments. Spencer facilitates the engagement of outside partners—including Ultra High Net Worth investors, Family Offices, Registered Investment Advisors, and Foundations—to co-invest alongside CAZ principals and shareholders.

With nearly a decade of experience in financial services and business development, Spencer previously held a position at BMO Private Bank in the Financial Sponsors Group. There, he advised private wealth clients and private equity General Partners on strategic financial planning and sponsor fund lending. He also gained valuable experience at Bank of America Merrill Lynch, supporting the wealth management team in Chicago.

Spencer graduated from Elon University with a B.S.B.A. in Finance and a minor in Economics. Originally from Chicago, he now calls Denver home and actively supports numerous charitable organizations in the Vail Valley community. Outside of work, Spencer enjoys golf, skiing, trying new restaurants, and spending time with his wife and their Bernese Mountain dog.

Charlie Zeller

Vice President

Capital Formation

Charlie serves as Vice President – Capital Formation and is based in Chicago. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Charlie also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.

Charlie brings an array of experience across asset management, business development and investment banking. He began his career at Dimensional Fund Advisors in the Financial Advisor Services Group. Most recently, he worked in Baird’s Consumer Investment Banking Group in Chicago, where he focused on M&A advisory mandates for leading consumer companies.

Charlie graduated from the Ross School of Business at the University of Michigan with a bachelor’s in Business Administration and master’s in Accounting. He is also a CFA charter holder and a member of the CFA Society of Chicago. Charlie enjoys spending his free time with his wife, son and dog as well as playing / watching a variety of sports.