Our team

Meet Our Dedicated Team

Management Team

Christopher Zook

Chairman & Chief Investment Officer

Christopher Zook is the Founder, Chairman, and Chief Investment Officer of CAZ Investments. He has more than 30 years of experience investing in both traditional and alternative asset classes. Christopher was recently honored with the Texas Alternative Investments Association’s (TAIA) Lifetime Achievement Award in recognition of his contribution and sustained support of the industry in Texas. He is a regular contributor to major media outlets, including CNBC, Fox Business, and Bloomberg. Prior to starting CAZ Investments in 2001, Christopher served in senior leadership positions with Oppenheimer, Prudential Securities, Lehman Brothers, and Paine Webber.

Christopher is actively involved in public policy and frequently serves as a resource to state and local officials. In 2019, Governor Greg Abbott appointed Christopher to the State of Texas Pension Review Board, where he serves as Chair of the Investments Committee. He also recently served two terms as a member of the Greater Houston Partnership’s Executive Committee and is a past President of the “C” Club of Houston.

Christopher is a graduate of Texas Tech University where he was honored as a Distinguished Alumni. A lifelong Houstonian, he is a former Vice-Chairman of the Deacons and serves on the Finance Committee at Second Baptist Church. He has held leadership positions on a variety of charitable boards, including his current role on the board of Elizabeth Ruth’s Home, an organization helping adults with autism. Christopher previously served as President of the Board of Trustees of Avondale House and President of The Children’s Fund. He is a proud father to Christopher, Jr. (and daughter-in-law, Cecelia Zook, and grandson “Tripp”) and husband to his high school sweetheart, Lisa.

Heather Delgado

Chief Operating Officer

As a member of our team at Fund Services Group, Heather serves as Chief Operating Officer. 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.

Clark Edlund

Managing Director

Investment Strategies

Clark serves as Managing Director – Investment Strategies. 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 and Investment Committees.

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 and currently serves on the advisory committee for the Texas Alternative Investment Association. Clark is a native Houstonian and spends most of his time outside of work with his wife, Lauren, and two boys, Maddox and Weston.

Sam Levens

Deputy Chief Investment Officer

Investment Strategies

Sam serves as Deputy Chief Investment Officer at CAZ Investments. He is responsible for portfolio management, sourcing and monitoring investments and themes, and overseeing the research process and team. He also serves on the firm’s Operational and Investment Committees.

Sam has over 20 years of senior investment management experience within alternative investments. The majority of his career has been spent managing capital in various capacities for the Bass Family of Texas. Most recently he served as Chief Investment Officer of Fifth River Capital, a value-oriented long/short equity hedge fund. Prior to that, Sam served as the Senior Portfolio Manager and an Investment Committee member of Crestline Investors, a $15 billion alternative asset manager based in Fort Worth, Texas. At Crestline, Sam managed the investment and portfolio construction team and guided the sourcing, research, and monitoring of the firm’s hedge fund investments. Prior to that, he spent several years in progressively more senior roles at FlyLine Partners and Carlson Capital.

Sam graduated Magna Cum Laude, with honors from Texas Christian University with dual degrees in Management and Finance. He has been a Chartered Financial Analyst since 2002. Outside work, Sam enjoys spending his time with his wife Kathleen and children, Mack, Lily and Wynn.

Matt Lindholm

Managing Director

Investment Strategies

Matt serves as Managing Director – Investment Strategies. 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.

Isaiah Massey

Chief Financial Officer

As a member of our team at Fund Services Group, Isaiah Massey serves as Chief Financial Officer and is responsible for directing the firm’s efforts in all financial matters as well as leading the firm’s interface with auditors and vendors. He also serves on the firm’s Executive and Investment Committees.

A CPA licensed in the state of Texas, Isaiah brings nearly a decade of financial and accounting experience with him to CAZ. He most recently served as the Chief Financial and Chief Compliance Officer at Stratfor, a geopolitical intelligence firm. Prior to that, he served as a senior audit assistant at Deloitte and Touché.

Isaiah graduated Summa Cum Laude from Wichita State University with a BBA in Accounting. He also graduated Summa Cum Laude from the University of Texas at Austin with a Master’s in Public Accounting.

Mark Wade

Managing Director

Investment Strategies

Mark serves as Managing Director – Investment Strategies. 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.

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

Lucia serves as Director – Investor Relations. Her primary responsibility is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders. She also serves on the firm’s Executive Committee.

Lucia brings 15 years of client relations and business development experience with her to CAZ. The majority of that time was spent as a Relationship Manager in the Business Banking Segment of JPMorgan Chase. She also has experience in the insurance and investment industries from her time with AIG Valic and Bank United Securities.

Lucia is a native Houstonian and holds a B.B.A in Financial Planning from Baylor University.

Keith Seebeck

Director

Integration

Keith serves as Director – Integration. He is primarily responsible for enhancing & integrating the firm’s internal operational processes.

Keith spent 6+ years as Executive Vice President of Operations, Strategy, Sales, and EOS Integrator with a buyside M&A Advisory firm. He earned a Bachelor of Arts in Marketing from the University of Minnesota (Twin Cities) and an MBA, International Business from Nova Southeastern University (South Florida). Outside of work Keith enjoys reading, pickleball, and spending time with his wife and three daughters. Keith also donates his time as a Director for The Renaissance Foundation, a not-for-profit foundation seeking to enrich the lives of underserved children.

Investments & Operations

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.

Matt Adams

Vice President

Investment Strategies

Matt serves as Vice President – Investment Strategies. Matt 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, Matt worked at Ascent Private Capital Management, U.S. Bank’s Ultra High Net Worth Wealth Management Division, where he was responsible for creating strategic partnerships and business development.

Matt graduated from Wheaton College in Illinois with a B.A. in Business/Economics where he was a four year member of the men’s golf team and two time Academic All-American. Though originally from California, Matt has lived in South Carolina, Chicago, and now calls Denver home. Outside of his work, Matt mentors athletes through the College Golf Fellowship Organization and enjoys spending time with his family.

Heather Ayres

Vice President

Investor Relations

Heather serves as a Vice President within our Investment Strategies Group. 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.

Bailey Barker

Executive Assistant

Bailey serves as Executive Assistant to the Chairman. She is responsible for the day-to-day operational logistics in the Chairman’s office. She works closely with the Aide de Camp and other members in the Chairman’s office in pursuit of the firm’s most important key outcomes.

Prior to joining CAZ Investments, Bailey ran the executive office and special events for the American Enterprise Institute, a think tank based in Washington, DC. She comes to us with nearly a decade of experience in executive office operations, high-level event management, and board and government relations management.

A native Houstonian, Bailey graduated Cum Laude from The George Washington University with a B.A. in International Affairs concentrating in International Politics and Security Studies. After over a decade in the nation’s capital, Bailey and her husband, Beau, have resettled in Northeast Houston. They enjoy spending time with friends and family, building fast cars, and discovering new restaurants.

Jarrett Bell

Senior Vice President

Investment Strategies

Jarrett serves as Senior Vice President – Investment Strategies. 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

Senior Vice President

Investment Strategies

Ian Brown-Christenson serves as Senior Vice President – Investment Strategies. 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

Investment Strategies

Patty Burns serves as Senior Vice President – Investment Strategies. 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

Investment Strategies

Emily serves as Vice President – Investment Strategies. 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

Investment Strategies

Steve serves as Director – Investment Strategies. 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.

Michael Davis

Senior Vice President

Investment Strategies

Michael serves as Senior Vice President – Investment Strategies. 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

Investment Strategies

Rob serves as Senior Associate within our Investment Strategies group. 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 – Investment Strategies. 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.

Dan Fink

Senior Vice President

Investment Strategies

Dan serves as Senior Vice President – Investment Strategies. 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.

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.

Kimberly Hanniable

Associate

Financial Operations

As a member of our team at Fund Services Group, Kimberly Hanniable serves as Associate – Financial Operations. She is responsible for processing the accounting and payment for invoices and other expenses.

Kimberly joins the CAZ family after having a previous career with a banking facility where she reconciled expenses and other financial reports. Kimberly enjoys traveling, learning new things, spending time with friends and family, and taking care of the family pet.

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.

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.

Hilary Holmes

Vice President

Investor Relations

Hilary serves as 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.

Scott Honig

Senior Vice President

Investment Strategies

Scott serves as Senior Vice President – Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Scott 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.

Scott has over a decade of experience in investment banking, commercial banking and wealth management. He began his career at Wells Fargo Securities in the M&A group. He also worked at U.S. Bank across multiple lines of business including business banking, commercial banking and private wealth management. Most recently, Scott worked as an advisor at Crestone Capital, a multi-family office servicing ultra-high net worth clients.

Scott graduated from the University of Colorado with a B.S. in Finance. He is a Colorado native and enjoys playing golf, fly fishing and spending time with his wife and two children.

Gerald Iorio

Senior Vice President

Investment Strategies

Gerald serves as Senior Vice President – Investment Strategies. 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.

Gerald has nearly two decades of investment-specific industry experience, including asset management, business development and client relations. He began his career at Morgan Stanley Investment Management, covering the firm’s mutual fund strategies. He has since spent time at Neuberger Berman and Van Eck Global in business development roles in the Midwest territory. Most recently, he spent 12 years at International Value Advisors (IVA Funds) where he helped build out and led client relations as the Regional Director for the central region of the United States.

Gerald graduated from John Carroll University with a B.S.B.A in Finance. While at JCU, he was a member of the football and wrestling teams and was involved in the Finance association. Gerald is a lifelong New Jerseyan and enjoys running, yoga, and visiting new restaurants. He looks forward to his time outside of work with his three children Nina, Lola and Dean.

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

Investment Strategies

Jill serves as Vice President – Investment Strategies. 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.

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.

Kirk Llewellyn

Vice President

Investment Strategies

Kirk 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.

Kirk brings a diverse set of leadership and financial experience to CAZ, including serving as an Engineer Officer in the U.S. Army and doing a fellowship at Maryland Financial Planners. Prior to joining CAZ, he led an Army Recruiting Company in Seattle, WA.

Originally from Frederick, Maryland, Kirk graduated from West Point with a B.S. in Mathematics and an engineering track in Cybersecurity. Kirk is an avid sports fan and enjoys playing basketball, tennis, and golf.

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.

JD Moore

Analyst

Investment Strategies

JD serves as Analyst – Investment Strategies. 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.

Shannon Moran

Administrative Assistant

Investment Strategies

Shannon Moran supports the Executive Assistant to the Chairman by handling tactical administrative responsibilities associated with the Chairman’s office.

Shannon joins CAZ investments after having previous careers in Administration, Property Management, Real Estate, and Lending. She is an avid runner and has completed 28 marathons, including the HOKA Rocky Racoon 100km ultra-marathon. In addition, Shannon serves as a mentor where she encourages others to achieve their running goals. If she isn’t running, you can find her in the kitchen or garden with her girls. She has 2 daughters, Katelynn and Alyssa, both in college.

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.

Ricky Perusquia

Vice President

Investment Strategies

Ricky serves as Vice President – Investment Strategies. 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.

Ryleigh Quintana

Director

Investment Operations

As a member of our team at Fund Services Group, Ryleigh Quintana serves as Director – Investment Operations. His responsibilities include investor onboarding, maintenance of existing accounts/investments, management of money movements for investments, and undertaking special operational projects.

Ryleigh is currently pursuing a M.S. in Finance at the University of Houston. He obtained his B.B.A. in Finance from the University of Houston-Downtown and previously worked in the energy sector.

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.

Jonathan Richter

Senior Associate

Investor Relations

Jonathan serves as a Senior Associate within our Investor Relations group. He is responsible for facilitating the ability of outside investors to co-invest with the firm and our principals & shareholders. He also assists in 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.

Nathan Roberts

Senior Vice President

Investment Strategies

Nathan serves as Senior Vice President – Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Nathan 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.

Nathan brings more than three decades of experience in alternative investments, with a career that spans both buy side and sell side experience. He began his career at Goldman Sachs & Company in the futures and foreign exchange division. He worked in various roles across operations, client service and sales & trading coverage of large Hedge Funds, CTAs, Asset Managers, Pensions and Sovereign Wealth Funds. Nathan joined a premier CTA manager, John W. Henry & Co., in 1995 and spent 15 years in various roles that included trading, management and capital raising. He was a Director of Business Development at both Bank of America and Wells Fargo Securities prior to joining CAZ Investments.

A native Texan, Nathan lives in Dallas and has two children, one in high school and the other at Texas Tech University.

Paul Rush

Associate

Investment Strategies

Paul serves as an Associate within our Investment Strategies group. 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.

Hannah Trippett

Associate

Investor Relations

Hannah Trippett serves as an Investor Relations Associate. 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

Vice President

Investment Strategies

William serves as a Vice President – Investment Strategies. 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

Investment Strategies

Mark serves as Senior Vice President – Investment Strategies. 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

Analyst

Investment Strategies

Ben serves as Analyst – Investment Strategies. 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.

Charlie Zeller

Vice President

Investment Strategies

Charlie serves as Vice President – Investment Strategies. 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 charterholder. Charlie enjoys spending time with his wife and dog, playing and watching a variety of sports and traveling.

Exclusive Access to Unique Alternatives

Our personal capital is always invested alongside yours.

View current funds