Christopher Zook

Chairman & Chief Investment Officer

Matt Lindholm

Partner

As a partner at CAZ, Matt leads portfolio management and investment diligence. He also oversees and facilitates the ability of outside investors to co-invest with the firm and its principals and shareholders. As a member of the Executive and Investment Committees, Matt plays an active role in shaping the firm’s broader investment strategy and long-term vision.

Matt joined CAZ in 2014 and today has over 20 years of investment management experience, with significant expertise in derivatives, options, futures, commodities, swaps, hedge funds and private markets. Earlier in his career, 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 work with his wife, Rhonda and three children, Eli, Cam and Claire.

Mark Wade

Partner

As a Partner at CAZ, Mark is responsible for cultivating the firm’s strategic capital partnerships and developing pools of capital to support investments. He also helps guide the overall direction of the business, playing a key role in shaping the firm’s strategy and long-term vision. As a member of the Investment Committee, Mark also plays an active and critical role in the investment decision-making process. He ensures that all decisions align with the firm’s interests and those of its investors, reinforcing CAZ’s commitment to investing its own capital first in every opportunity.

Mark joined CAZ in 2016, bringing nearly a decade of experience in the healthcare industry with Johnson & Johnson and St. Jude Medical. During his tenure, he worked within the orthopedics and neurosurgery affiliates, gaining a deep understanding of the healthcare sector that complements CAZ’s broad investment strategy.

Mark earned his B.A. from the University of Virginia, where he played lacrosse. He went on to earn an MBA from the Jones Graduate School of Business at Rice University and is a Chartered Alternative Investment Analyst (CAIA).

Outside of work, Mark is dedicated to his family, spending time with his wife and four children. He is also active in the community serving at Grace Bible Church and on the Board of Advisors for the Holocaust Museum Houston.

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.

Greg Schuler

Managing Director

Investment Management

Greg Schuler serves as the Managing Director – Investment Management. He is responsible for leading, managing, developing, and serving alongside the Investment Management Team. Greg 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.

Greg is an accomplished investment executive and proven team leader with over two decades of experience building and leading world-class investment organizations across healthcare, higher education, corporate, and family office settings. Recognized for his ability to combine strategic vision with disciplined execution, he has successfully developed and managed multi-billion-dollar investment platforms that deliver sustained outperformance and long-term value.

Greg holds his BCom in Finance and his MBA in Finance from The University of British Columbia. Outside of his professional pursuits, Greg enjoys cycling, hiking, reading, traveling, and serving with his church.

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

As a partner at CAZ, Matt leads portfolio management and investment diligence. He also oversees and facilitates the ability of outside investors to co-invest with the firm and its principals and shareholders. As a member of the Executive and Investment Committees, Matt plays an active role in shaping the firm’s broader investment strategy and long-term vision.

Matt joined CAZ in 2014 and today has over 20 years of investment management experience, with significant expertise in derivatives, options, futures, commodities, swaps, hedge funds and private markets. Earlier in his career, 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 work with his wife, Rhonda and three children, Eli, Cam and Claire.

Mark Wade

Partner

As a Partner at CAZ, Mark is responsible for cultivating the firm’s strategic capital partnerships and developing pools of capital to support investments. He also helps guide the overall direction of the business, playing a key role in shaping the firm’s strategy and long-term vision. As a member of the Investment Committee, Mark also plays an active and critical role in the investment decision-making process. He ensures that all decisions align with the firm’s interests and those of its investors, reinforcing CAZ’s commitment to investing its own capital first in every opportunity.

Mark joined CAZ in 2016, bringing nearly a decade of experience in the healthcare industry with Johnson & Johnson and St. Jude Medical. During his tenure, he worked within the orthopedics and neurosurgery affiliates, gaining a deep understanding of the healthcare sector that complements CAZ’s broad investment strategy.

Mark earned his B.A. from the University of Virginia, where he played lacrosse. He went on to earn an MBA from the Jones Graduate School of Business at Rice University and is a Chartered Alternative Investment Analyst (CAIA).

Outside of work, Mark is dedicated to his family, spending time with his wife and four children. He is also active in the community serving at Grace Bible Church and on the Board of Advisors for the Holocaust Museum Houston.

Geoffrey Crumrine

Managing Director

Geoff serves as Managing Director. He is responsible for leading, managing, developing, and serving alongside the Capital Formation, Investor Relations, and Marketing Teams. 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  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.

Greg Schuler

Managing Director

Investment Management

Greg Schuler serves as the Managing Director – Investment Management. He is responsible for leading, managing, developing, and serving alongside the Investment Management Team. Greg 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.

Greg is an accomplished investment executive and proven team leader with over two decades of experience building and leading world-class investment organizations across healthcare, higher education, corporate, and family office settings. Recognized for his ability to combine strategic vision with disciplined execution, he has successfully developed and managed multi-billion-dollar investment platforms that deliver sustained outperformance and long-term value.

Greg holds his BCom in Finance and his MBA in Finance from The University of British Columbia. Outside of his professional pursuits, Greg enjoys cycling, hiking, reading, traveling, and serving with his church.

Ron Veillon

Managing Director

Chief Operating Officer

Ron serves as Managing Director – Chief Operating Officer. He is responsible for overseeing the firm’s operational and technology infrastructure, ensuring seamless execution across all aspects of the business. He works closely with the leadership team to drive efficiency, enhance processes, and ensure exceptional service delivery for CAZ Investments’ Global Network of Investors. Ron also serves on the firm’s Executive Committee.

Ron has extensive experience in technology leadership and strategic management across a broad spectrum of industries. He specializes in optimizing business processes, scaling organizational operations, and fostering collaboration across teams. Throughout his career, Ron has successfully managed complex projects, developed high-performing teams, and implemented systems that support growth and innovation.

Ron holds a B.S. in Computer Engineering Technology from the University of Houston.  Outside of work, Ron enjoys spending time with his family, running, and learning new things. He is passionate about continuous improvement and creating an environment where people and organizations thrive.

Tim Brown

Executive Director

Capital Formation

Tim serves as Executive 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. Tim and the Capital Formation Team focus on our investors’ experience and continuously seek ways to enhance engagement to make raving fans. Tim also serves on the firm’s Executive Committee.

Tim has over 25 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, Tim held senior leadership roles in intermediary distribution for large global investment management firms.

Tim holds a B.A. in Philosophy from Wheaton College. Outside of work, Tim enjoys time with his wife, Kirsten (Kiki) and daughter, Zoe, fly fishing, skiing and travel.

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!

Lorraine Heywood

Director

Talent Acquisition

Lorraine Heywood serves as Director, Talent Acquisition at 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 Recruiting, Executive Search, and Succession Planning. During her career Lorraine owned a Retained Executive Search Firm, she has as 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 and is the Texas Chapter Chair for The Rooted Sisters, a Christian Business Women’s organization dedicated to bringing Christ to the marketplace. 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

Director

Investor Relations

Hilary serves as Director of Investor Relations . 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 (5 years), Hallie (3 years), their son, Kramer (1 year) and their chocolate lab, Chili.

Eliza Rappaport

Director

Marketing Operations

Eliza Rappaport is Director of Marketing Operations. She focuses on optimizing and scaling the firm’s marketing efforts to support demand from individual investors and investment professionals seeking access to innovative investment vehicles and private market insights.

Eliza has two decades of marketing and communications experience, primarily in the alternative investment space. Prior to joining CAZ, she was head of private wealth marketing at Hines, a leading global real estate investment manager. She brings expertise in delivering effective content and campaign strategies that enhance engagement and experience.

Eliza earned a B.A. in Political Science and minor in Russian from Davidson College. She lives in Houston, her native city, with her husband, David, and their twin sons.

Jonathan Richter

Director

Marketing Strategy

Jonathan serves as Director of Marketing Strategy. 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 son, Rhys.

Harvey Steele

Executive Director

Capital Formation

Harvey serves as Executive 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.

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

As a Partner at CAZ, Mark is responsible for cultivating the firm’s strategic capital partnerships and developing pools of capital to support investments. He also helps guide the overall direction of the business, playing a key role in shaping the firm’s strategy and long-term vision. As a member of the Investment Committee, Mark also plays an active and critical role in the investment decision-making process. He ensures that all decisions align with the firm’s interests and those of its investors, reinforcing CAZ’s commitment to investing its own capital first in every opportunity.

Mark joined CAZ in 2016, bringing nearly a decade of experience in the healthcare industry with Johnson & Johnson and St. Jude Medical. During his tenure, he worked within the orthopedics and neurosurgery affiliates, gaining a deep understanding of the healthcare sector that complements CAZ’s broad investment strategy.

Mark earned his B.A. from the University of Virginia, where he played lacrosse. He went on to earn an MBA from the Jones Graduate School of Business at Rice University and is a Chartered Alternative Investment Analyst (CAIA).

Outside of work, Mark is dedicated to his family, spending time with his wife and four children. He is also active in the community serving at Grace Bible Church and on the Board of Advisors for the Holocaust Museum Houston.

Geoffrey Crumrine

Managing Director

Geoff serves as Managing Director. He is responsible for leading, managing, developing, and serving alongside the Capital Formation, Investor Relations, and Marketing Teams. 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  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.

Tim Brown

Executive Director

Capital Formation

Tim serves as Executive 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. Tim and the Capital Formation Team focus on our investors’ experience and continuously seek ways to enhance engagement to make raving fans. Tim also serves on the firm’s Executive Committee.

Tim has over 25 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, Tim held senior leadership roles in intermediary distribution for large global investment management firms.

Tim holds a B.A. in Philosophy from Wheaton College. Outside of work, Tim enjoys time with his wife, Kirsten (Kiki) and daughter, Zoe, fly fishing, skiing and travel.

Kieran Arrigan

Senior Associate

Capital Formation

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

Kieran brings a broad range of investment management experience across private markets, credit, valuation, and transaction execution. Prior to joining CAZ, he worked at Harvest Partners, LP, where he focused on valuation and portfolio analysis across private equity and private credit strategies. He began his career at TIAA, where he was involved in private credit fund structuring and capital markets transactions.

He earned a B.S. in Finance from Susquehanna University, where he was a member of the varsity soccer team.

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 is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ian 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.

Ian brings over fifteen years of experience in investment management experience, with a strong background in private market investing and wealth management. He has been a frequent guest lecturer at Fordham University, speaking on General Partner Stakes and Professional Sports Private Equity Investing, and has been featured on various industry-wide panels and discussions focused on the private markets. Prior to joining CAZ, he served as Assistant Market Head at UBS Private Wealth Management in New York City, advising private wealth teams and their ultra-high-net-worth and family office clients.

He earned a B.S. in Finance from Fairleigh Dickinson University while serving his community as an Emergency Medical Technician in the Greater New York City area, and later earned the Certified Financial Planner (CFP®) designation in 2015. A lifelong resident of the New York City area, he is an active member of the Greensward Council of the Central Park Conservancy.

Glen Burella

Senior Vice President

Capital Formation

Glen serves as Senior Vice President – 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.

Glen has more than a decade of alternative investment experience. He joined from Abbey Capital, one of the largest allocators to the CTA space globally. While there, Glen contributed both on the investment research side, as well as on the business development side where he focused on education and building relationships among the institutional channels on the US West Coast.

Glen graduated from Maynooth University with a BSc. Double Honors in Mathematical Physics and Applied Mathematics. He also has a PhD in Theoretical Physics from Maynooth University. Glen’s research focused on topological quantum computing. His work has been published in Annales Henri Poincaré. Glen is based in Los Angeles and spends most of his time outside of work enjoying all SoCal has to offer with his wife and sons.

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

Senior Associate

Capital Formation

Brenton 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. 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.

Anthony M. Gaudiosi

Senior Vice President

Capital Formation

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

Anthony has almost 25 years of experience in financial services and business development.  His career spans diverse financial strategies, including global and domestic equity, global and domestic fixed income, limited partnerships, and alternatives. Prior to joining CAZ, Anthony worked at NYL Investments for almost 15 years as Director and Senior Advisor Consultant focusing on business development across the intermediary channels. Prior to that, Anthony began his career focusing on similar initiatives at Lord Abbett & Co.

Anthony earned a B.A. in Economics from Rutgers University with a concentration in Finance.  He has lived his entire life in New Jersey. Outside of work, Anthony enjoys spending time with his family, playing golf, traveling the world, attending sports events, and fine dining.

Mark Gualano

Associate

Capital Formation

Mark serves as an Associate in 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.

After graduating from East Carolina University, Mark enlisted in the U.S. Army and went on to serve nearly a decade in Special Forces (Green Berets) with 7th Special Forces Group in Florida. Twice decorated, he led teams in complex, high-stakes environments around the globe—developing expertise in leadership, problem-solving, and building trusted relationships under pressure.

Mark brings a force-multiplier mindset to CAZ.

Outside of work, he serves on the Armed Forces Appreciation Committee for the Houston Rodeo, is a member of Fairways for Warriors, and is working to expand the Green Beret Foundation chapter in Houston. Outside of service, he also enjoys playing golf, traveling, snowboarding, and competitive shooting.

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. Preston 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.

David Hescheles

Senior Vice President

Capital Formation

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

David has more than 25 years of experience in the asset management industry. Prior to joining CAZ, David spent over two decades leading $100B+ AUM asset managers in the intermediary and institutional space. His career spans diverse financial strategies, including private markets and alternatives, global and domestic equity, and global and domestic fixed income.

David holds a B.A in Economics from University of Wisconsin- Madison.  He earned the CIMA designation at the University of Pennsylvania- Wharton School.  Outside of work, David enjoys time with his wife, Robin, and their three children Henry, Grace, and Lily, spending time on the water, skiing, and golfing.

Alex Jacobs

Associate

Capital Formation

Alex serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Alex 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.

Prior to joining CAZ, Alex worked across business development, financial services, and strategic advisory. He began his career at Octagon supporting sponsorship initiatives for professional athletes and brands, then worked in client service roles at UBS focused on wealth management and investor relationships. He later joined Riverside Management Group, where he supported deal structuring, capital formation, and growth initiatives.

Alex earned a bachelor’s degree from Tulane University and an MBA from the University of Colorado Boulder, with a focus on finance and entrepreneurship. Originally from Boston, he now calls Houston home. Outside of work, Alex enjoys golf, skiing, tennis, basketball, and chess.

Keisha Landry

Executive Assistant

Capital Formation

Keisha serves as the Executive Assistant to the Managing Director of Capital Formation, where she supports key initiatives, optimizes efficiency, and strengthens operations within the capital formation and investor relations teams. With more than a decade of experience in executive administrative support and management, she previously served as Chief of Staff for a national nonprofit and a community bank.

Originally from Oklahoma, Keisha now calls Houston home with her husband and children. She enjoys playing tennis, skiing, traveling, and spending time with family and friends. She holds a Bachelor of Arts in Mass Communication from West Texas A&M University.

Brandon Luckett

Senior Vice President

Capital Formation

Brandon serves as Senior Vice President – Capital Formation. In his role, he facilitates access for outside investors–including family offices, registered investment advisors, and institutions to co-invest with the firm and its principals and shareholders.

Brandon has over a decade of investment specific industry experience. Most recently, he served as Regional Vice President at CNL Financial Group, an alternatives investment firm covering the Mid-Atlantic region. Prior to that, he spent more than 15 years in the insurance consulting industry, advising large employers on corporate insurance and employee benefits.

Brandon earned both an MBA in Finance and a BBA in Marketing from Loyola University in Maryland. While at Loyola, he was a member of the varsity golf team, a two-year captain, a two-time Academic All-American and was inducted into Loyola’s Athletic Hall of Fame in 2020. He currently resides in Annapolis, Maryland with his wife Amy. Their daughter, Chloe attends Wake Forest University; their son, Timothy, attends the United States Naval Academy; and their daughter Madison, is a rising high school senior. Outside of work, Brandon enjoys spending time with friends and family, playing golf and serving on the local Young Life Committee.

Mike Malloy

Senior Vice President

Capital Formation

Mike serves as Senior Vice President – 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.

Mike has over 30 years of investment industry experience. Most recently, Mike ran his own firm placing unique and compelling alternative strategies with large RIAs and Family Offices. Prior to that, he spent more than 25 years in the alternative asset/independent broker dealer markets working for firms such as DWS (formerly Deutsche Asset Management), KBS Capital Markets Group, AXA/Equitable, and Advisor Group.

Mike earned a BA in Economics from Eckerd College in St. Petersburg, FL. While at Eckerd, he was a member of the varsity baseball team, and a two-year captain. He currently resides in Scottsdale, AZ with his partner Shandee Chernow. Outside of work, Mike enjoys spending time with friends and family and serving on the Board of Trustees for The Country School in Valley Village, CA.

Jake Mercier

Associate

Capital Formation

Jake serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Jake 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.

Jake brings a broad range of investment industry experience spanning private markets, client portfolio management, and investment operations. Prior to joining the firm, he was a Private Markets Product Specialist at a registered investment advisor (RIA), where he educated advisors on private market offerings and portfolio construction. Earlier in his career, he held roles as a Client Portfolio Manager and Portfolio Analyst within the RIA industry.

Jake earned a BA in Economics from the University of Massachusetts Amherst and an MSc in Blockchain and Digital Currencies from the University of Nicosia. He is also a Chartered Alternative Investment Analyst (CAIA) charterholder.

Outside of work, Jake enjoys playing golf, traveling, cooking, and exploring new cuisines.

Ryan Moritz

Senior Associate

Capital Formation

Ryan 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. 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.

Kylie Tidmore

Partner Experience Coordinator

Capital Formation

Kylie serves as a Partner Experience Coordinator within the Capital Formation Team. She supports the execution of CAZ’s Partner experience strategy, creating raving fans through thoughtful, high-touch events and engagement initiatives that deepen relationships with the firm’s Partners nationwide.

Before joining CAZ, Kylie gained experience in event coordination, operations, and client experience across multiple industries, including time at Fox News in New York City.

Kylie holds a Bachelor’s degree in Biblical Studies and a Master’s Certificate in Business Administration and Communications.

A native Houstonian, Kylie is thrilled to be back in Texas. Outside of work, she enjoys walking with friends, playing pickleball, exploring theatre and museums, and serving at her church.

Harvey Steele

Executive Director

Capital Formation

Harvey serves as Executive 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.

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.

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

Senior Vice President

Capital Formation

Charlie serves as Senior 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.

Ron Veillon

Managing Director

Chief Operating Officer

Ron serves as Managing Director – Chief Operating Officer. He is responsible for overseeing the firm’s operational and technology infrastructure, ensuring seamless execution across all aspects of the business. He works closely with the leadership team to drive efficiency, enhance processes, and ensure exceptional service delivery for CAZ Investments’ Global Network of Investors. Ron also serves on the firm’s Executive Committee.

Ron has extensive experience in technology leadership and strategic management across a broad spectrum of industries. He specializes in optimizing business processes, scaling organizational operations, and fostering collaboration across teams. Throughout his career, Ron has successfully managed complex projects, developed high-performing teams, and implemented systems that support growth and innovation.

Ron holds a B.S. in Computer Engineering Technology from the University of Houston.  Outside of work, Ron enjoys spending time with his family, running, and learning new things. He is passionate about continuous improvement and creating an environment where people and organizations thrive.

Lucia Hwang

Director

Digital Transformation

Bilal Aziz

Vice President

Digital Transformation

Bilal serves as a Vice President within our Digital Transformation 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.

Stacey Phillips

Senior Vice President

Digital Transformation

Stacey serves as the Salesforce CRM Architect on the Digital Transformation Team. Her primary responsibility is to ensure CAZ’s technology platforms are optimized with a focus on productivity, efficiency, data integrity and security.

Stacey has over 17 years of experience working in Energy and Life Sciences Industries serving in a variety of roles with an emphasis on project and data management, technology and continuous improvements.

A native Houstonian, Stacey graduated Summa Cum Laude from the University of Houston’s Bauer College of Business with a degree in Finance. Stacey enjoys time with family and friends, singing karaoke, and raising butterflies in her backyard. She is also a member of Toastmasters and serves as the Immediate Past President and current Treasurer of her local club.

John-David Seelig

Data Engineer

Digital Transformation

John-David Seelig serves as Data Engineer on the Digital Transformation Team at CAZ Investments. He is responsible for building scalable data infrastructure, transforming complex datasets, and delivering insights that enhance reporting clarity and operational efficiency across the firm.

John-David brings over a decade of experience applying scientific methodologies to financial data, with a focus on quantitative research, algorithmic trading, and systematic strategy development. He previously led data initiatives at Rose AI and served as a high-frequency quantitative analyst at Tradebot Systems.

He has conducted laboratory research at NASA Glenn Research Center and the University of Missouri Research Reactor (MURR), and is published in professional scientific journals. John-David holds a Ph.D. and M.S. in Nuclear Engineering from the University of Missouri and a B.S. in Chemical Engineering from UC Berkeley. He also holds the Chartered Market Technician (CMT) designation.

Outside of work, John-David enjoys traveling to explore new places and is a lifelong student of science, finance, and history.

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.

Geoffrey Crumrine

Managing Director

Geoff serves as Managing Director. He is responsible for leading, managing, developing, and serving alongside the Capital Formation, Investor Relations, and Marketing Teams. 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  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.

Hilary Holmes

Director

Investor Relations

Hilary serves as Director of Investor Relations . 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 (5 years), Hallie (3 years), their son, Kramer (1 year) and their chocolate lab, Chili.

Heather Ayres

Senior Vice President

Investor Relations

Heather serves as Senior 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.

Alex Beckham

Vice President

Investor Relations

Alex 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.

Alex brings a diverse background in business development and finance & accounting operations. Prior to joining CAZ, she worked in financial consulting and was an early employee at a tech start-up in New York City. Most recently, she led Operations and Strategy in the insurance industry. Alex graduated from the University of Texas with a BBA in Finance.

A native Houstonian, Alex enjoys running, pickleball, hiking, participating in her church, and reading in her free time.

Megan Britton

Senior Associate

Investor Relations

Megan Britton 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, Megan served on the Portfolio Reporting Team for Pennybacker Capital, where she was responsible for the consolidation of real estate investment financials across all funds, institutional reporting, asset-level valuations, and credit collateral deal support. She partnered with the legal, data, and capital formation teams to ensure clear, timely, and consistent communication in investor deliverables. Megan holds a Bachelor of Business Administration Degree in Business Honors and Finance from Texas A&M University.

Megan is a native Houstonian. Outside of work, she enjoys spending time with her family and friends, baking, cooking, and traveling.

Nicole Engel

Senior Vice President

Investor Relations

Nicole serves as Senior 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

Senior Associate

Investor Relations

Caroline Fertitta serves as a Senior Associate, Investor Relations. 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.

Stephanie Hammond

Vice President

Investor Relations

Stephanie serves as Vice President of Investor Relations at CAZ Investments, where she will work directly alongside Clark Edlund, Partner, and Hilary Holmes, Director of Investor Relations. Her primary focus will be enabling the Firms’ key Investment Adviser, Family Office and Technology Platform partnerships to invest alongside our Team and Shareholders. Additionally, she will provide support across departments on many of the Firms’ top projects allowing her to lean into her versatility and experience.

Stephanie brings an extensive and diverse background in banking, investor relations, and private equity fundraising. Her experience spans both domestic and international markets, where she has worked closely with a broad spectrum of investors—including high-net-worth individuals, foundations, endowments, corporations, investment advisers, public and private pension plans, and sovereign wealth funds.

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.

Clare McCarthy

Associate

Investor Relations

Clare McCarthy serves as an Investor Relations Associate, where she supports outside investors in co-investing alongside the firm’s principals and shareholders.

Before joining CAZ, Clare worked as a consultant in public accounting on the Specialized Tax Services team. She earned both her Master of Science and Bachelor of Science degrees in Economics from Texas A&M University.

A native Houstonian, Clare enjoys trying new restaurants, long walks, cooking, Pilates, and spending time with friends and family.

Katie Mitchell

Vice President

Investor Relations

Katie Mitchell serves as Vice President 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.

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.

Justine Petrey-Juarez

Senior Associate

Investor Relations

Justine Petrey-Juarez serves as Senior Associate, Investor Relations at CAZ Investments. In her role, Justine focuses on delivering a seamless experience for the firm’s partners by managing communication workflows, partner onboarding, and internal coordination across investment teams.

Prior to joining CAZ, Justine supported the principal of Robbins Gupta Holdings, a private family office, where she managed complex scheduling and communication workflows, and supported estate, legal, and investment-related initiatives across multiple portfolios spanning 20 business entities.

Born and raised in San Diego, California, Justine earned her bachelor’s degree in International Business from SDSU. She lives in San Diego with her partner Mark and their two pets, and enjoys hiking and spending time with her family.

Dylan Reynolds

Vice President

Investor Relations

Dylan serves as Vice President, 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.

Alex Thorne

Vice President

Investor Relations

Alex serves as Vice President, 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 husband, friends and family. Alex is an avid skier and also enjoys dirt biking, horseback riding, hiking, wake surfing, and Pilates.

Ambareen Virani

Senior Associate

Investor Relations

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

Prior to working at CAZ, Ambareen worked as a consultant for 3 years at a tax consulting firm in Houston. Ambareen earned a Bachelor of Arts in Economics with a minor in Business Administration at the University of Texas Austin. Outside of work, she enjoys trying new food spots, Pilates, and baking.

Christopher Zook

Chairman & Chief Investment Officer

Matt Lindholm

Partner

As a partner at CAZ, Matt leads portfolio management and investment diligence. He also oversees and facilitates the ability of outside investors to co-invest with the firm and its principals and shareholders. As a member of the Executive and Investment Committees, Matt plays an active role in shaping the firm’s broader investment strategy and long-term vision.

Matt joined CAZ in 2014 and today has over 20 years of investment management experience, with significant expertise in derivatives, options, futures, commodities, swaps, hedge funds and private markets. Earlier in his career, 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 work with his wife, Rhonda and three children, Eli, Cam and Claire.

Mark Wade

Partner

As a Partner at CAZ, Mark is responsible for cultivating the firm’s strategic capital partnerships and developing pools of capital to support investments. He also helps guide the overall direction of the business, playing a key role in shaping the firm’s strategy and long-term vision. As a member of the Investment Committee, Mark also plays an active and critical role in the investment decision-making process. He ensures that all decisions align with the firm’s interests and those of its investors, reinforcing CAZ’s commitment to investing its own capital first in every opportunity.

Mark joined CAZ in 2016, bringing nearly a decade of experience in the healthcare industry with Johnson & Johnson and St. Jude Medical. During his tenure, he worked within the orthopedics and neurosurgery affiliates, gaining a deep understanding of the healthcare sector that complements CAZ’s broad investment strategy.

Mark earned his B.A. from the University of Virginia, where he played lacrosse. He went on to earn an MBA from the Jones Graduate School of Business at Rice University and is a Chartered Alternative Investment Analyst (CAIA).

Outside of work, Mark is dedicated to his family, spending time with his wife and four children. He is also active in the community serving at Grace Bible Church and on the Board of Advisors for the Holocaust Museum Houston.

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.

Greg Schuler

Managing Director

Investment Management

Greg Schuler serves as the Managing Director – Investment Management. He is responsible for leading, managing, developing, and serving alongside the Investment Management Team. Greg 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.

Greg is an accomplished investment executive and proven team leader with over two decades of experience building and leading world-class investment organizations across healthcare, higher education, corporate, and family office settings. Recognized for his ability to combine strategic vision with disciplined execution, he has successfully developed and managed multi-billion-dollar investment platforms that deliver sustained outperformance and long-term value.

Greg holds his BCom in Finance and his MBA in Finance from The University of British Columbia. Outside of his professional pursuits, Greg enjoys cycling, hiking, reading, traveling, and serving with his church.

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.

Daryl Baldemor

Vice President

Investment Strategies

Daryl Baldemor serves as Vice President – Investment Strategies, working closely with the Chairman to advance the firm’s strategic, operational, and investment priorities. He supports and extends the effectiveness of the Chairman across key meetings, investor engagements, and high-visibility interactions, while partnering with senior leaders to drive alignment and execution across the organization.

Daryl brings a unique blend of military leadership and executive operating experience across the public and private sectors. A Bronze Star recipient, he served as an Army officer leading multidisciplinary teams in high-stakes environments before transitioning into senior administrative and executive roles. He later served as Director of Administration and Operations for the Office of the President and Provost at the University of Chicago, overseeing major budgets, organizational processes, and cross-departmental initiatives. He then became Chief of Staff to the CEO at Aerojet Rocketdyne, supporting enterprise-level strategic priorities, a multibillion-dollar merger, and coordination with senior executives and board members.

Chris Beres

Senior Vice President

Investment Management

Chris serves as a Senior Vice President – Investment Management, where he is responsible for sourcing and evaluating investment themes and monitoring existing investments. His primary focus is 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 over fifteen years of experience across a variety of functions in alternative investments. Most recently, he was responsible for capital markets as the leader of investor relations at a national multifamily developer. Prior to that, he headed investment oversight of a major institutional investor’s alternatives and real assets portfolio across both public and private markets. Chris began his investment career at a leading global alternative asset manager, where he focused on asset allocation, investment strategy development, and marketing and investor relations initiatives.

Chris graduated from the University of Notre Dame with a B.A. in Political Science. After beginning his career with stops in New York, Chicago, and Indianapolis, he now resides in Houston with his wife and their dog, Pinwheel. Outside of work, Chris enjoys travel, skiing, classical art and architecture, and exploring new food and wine destinations.

Matthew Byrne

Analyst

Investment Management

Matthew serves as an Analyst within our Investment Management Team. He is responsible for identifying and evaluating new investment opportunities and themes, as well as supporting the monitoring of existing portfolio holdings. Matthew also contributes to the development of co-investor relationships and assists with portfolio tracking and internal management initiatives.

Before joining CAZ, Matthew gained experience in investment management, private equity, and investment banking, with a focus on healthcare. At Southern Methodist University, he served as Co-Chief Investment Officer and Director of Healthcare for the Boulevard Investment Group, a $1 million student-run fund that donates gains to scholarships, and earned his B.B.A. in Finance with a specialization in Entrepreneurship from the Cox School of Business.

Outside of work, Matthew enjoys playing golf, spending time with family and friends, exploring new cuisines and restaurants, and spending time outdoors.

Alec Kenda

Associate

Investment Management

Alec serves as an Associate – Investment Management, where he is responsible for sourcing and evaluating investment themes and monitoring existing investments. His primary focus is facilitating the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the Firm and our principals & Shareholders.

Alec joins CAZ after three years as an Investment Banking Services Associate at Goldman Sachs & Co., where he covered North American merger, equity, and debt transactions. He began his career as a Financial Analyst on the Shadow Drone Program at Textron Systems in the Washington, D.C. area, supporting financial planning and analysis for one of the company’s leading defense programs.

Alec holds a Bachelor of Science in Finance with a concentration in Data Analytics from the University of South Carolina. At CAZ, he is responsible for ensuring new investment opportunities are successfully onboarded and monitored. He works closely with both the due diligence and portfolio management teams to document, track, and oversee new investment vehicles, contributing to the Firm’s long-term growth and success.

Originally from Houston, Alec was drawn to CAZ by the opportunity to join a respected, established firm with a growing presence in alternative investments.

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.

William Mathis

Analyst

Investment Management

William serves as an analyst on our Investment Management team. He is responsible for sourcing and evaluating new investments, as well as monitoring existing investments. William also supports the expansion of our co-investments and assists with internal portfolio tracking and management.

Prior to joining CAZ, William founded a real estate investment company that focuses on student and affordable housing in the College Station area. He also completed three internships in investment management, and most recently was a summer analyst on Goldman Sachs’ Real Estate Investing team in New York.

From Houston, William graduated from Yale University with a Bachelors degree in Spanish. In his spare time, William enjoys playing tennis, spearfishing, traveling, spending time with his family, and watching college football.

Holt McNair

Senior Vice President

Investment Management

JD Moore

Senior Analyst

Investment Management

JD serves as Senior 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.

Jonathan McClelland

Senior Vice President

Investment Management

Jonathan serves as Senior Vice President — Investment Management, where he is responsible for sourcing and evaluating investment themes and monitoring existing investments. Jonathan supports the Investment Management Team’s partnership with Capital Formation by articulating sophisticated thematic investment strategies to Partners and Team members, and will serve as a subject-matter expert to create investment-focused materials that will contribute to our overall success.

Jonathan brings over 10 years of experience working in domestic and international alternative investments. In his prior position, he served as Principal of a hedge fund in Dubai, U.A.E. and concurrently as Senior Associate at a hedge fund in Austin, Texas, where he oversaw domestic and international business development, marketing, investor relations, operations, and compliance. Previously, Jonathan was an Associate Vice President with a registered investment adviser in Austin, Texas, overseeing a team that was managing assets and building portfolios on behalf of high-net-worth individuals, family offices, and institutions. Jonathan began his career in China with two start-ups, first as a Finance Associate in Hong Kong and then as Chief Financial Officer in Shanghai.

Jonathan earned a B.S. with honors in International Business and an International M.B.A. from Pepperdine University. Jonathan, his wife, son, and two dogs now reside in Houston, Texas, where they spend their time involved with their church, local theater, wine and fine dining, golf, and travel.

Nikolay Nedev

Senior Associate

Investment Management

Nikolay serves as a Senior Associate – Investment Management. He is responsible for sourcing and evaluating investment opportunities across the full alternatives spectrum, as well as monitoring existing investments. Nikolay also supports the expansion of the firm’s co-investor relationships and assists in portfolio tracking and management.

Nikolay brings over six years of institutional investment experience with a foundation in direct real estate acquisitions. Prior to joining CAZ, he led sourcing, underwriting, and transaction execution at Nhimble and Roofstock, where he supervised investment acquisition teams and executed over $500MM in direct real estate transactions across his career.

Nikolay graduated from The University of Texas at Austin’s McCombs School of Business with a BBA in Finance, and is a CFA charterholder. Outside of work, Nikolay enjoys staying active through hiking, running local 5K and 10K races, and exploring new countries with his wife.

Owen Schneider

Vice President

Investment Strategies

Owen serves as Vice President – Investment Strategies at CAZ Investments. He is responsible for organizing and supporting the Investment Committee Members’ responsibilities, including investment diligence, portfolio management, firmwide strategy, and organization management. Owen 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, Owen previously worked as an Associate in the Energy & Infrastructure group at ING Capital in Houston. He supported the evaluation, structuring, and execution of complex project finance transactions, primarily in the Renewable & Power sector. Prior to joining ING, Owen completed a rotational analyst program at Cadence Bank, where he gained experience across corporate, real estate, energy, and technology banking. He also underwrote private equity, credit, and real estate fund investments as part of the bank’s Alternative Investments team.

Owen holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Arkansas, Walton College of Business, where he served in numerous leaderships positions across the Interfraternity Council, Freshman Executive Board, and Phi Gamma Delta fraternity. A native of Houston, he enjoys spending time with his wife and daughter and has a passion for golf, snowboarding, cooking, and travel.

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.

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.

Geoffrey Crumrine

Managing Director

Geoff serves as Managing Director. He is responsible for leading, managing, developing, and serving alongside the Capital Formation, Investor Relations, and Marketing Teams. 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  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.

Eliza Rappaport

Director

Marketing Operations

Eliza Rappaport is Director of Marketing Operations. She focuses on optimizing and scaling the firm’s marketing efforts to support demand from individual investors and investment professionals seeking access to innovative investment vehicles and private market insights.

Eliza has two decades of marketing and communications experience, primarily in the alternative investment space. Prior to joining CAZ, she was head of private wealth marketing at Hines, a leading global real estate investment manager. She brings expertise in delivering effective content and campaign strategies that enhance engagement and experience.

Eliza earned a B.A. in Political Science and minor in Russian from Davidson College. She lives in Houston, her native city, with her husband, David, and their twin sons.

Jonathan Richter

Director

Marketing Strategy

Jonathan serves as Director of Marketing Strategy. 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 son, Rhys.

Rachel Epps

Vice President

Marketing

Rachel Epps serves as a Vice President on the Marketing Team. She assists in maintaining and facilitating the firm’s branding and marketing efforts. Rachel holds nearly two decades of experience spanning the automotive, energy, and industrial sectors. She has built a reputation for combining marketing insight with a genuine ability to connect with people-something colleagues and partners consistently value in both leadership and collaboration.

Originally from the Midwest (and a proud Kansas City Chiefs fan), Rachel brings a grounded, relationship-driven approach to her work. She believes strong marketing begins with understanding people, building trust, and communicating with clarity and purpose.

Outside of her professional life, Rachel is passionate about mentoring young women, staying active in her church community, and collecting art-interests that reflect her appreciation for growth, creativity, and meaningful connection.

Ally Stills

Associate

Marketing

Ally serves as a Marketing Associate at CAZ, creating compelling content to enhance the brand’s visibility and engagement. She assists in ensuring that CAZ marketing efforts align with the firm’s goals and values. Prior to joining CAZ, Ally spent five years as a Marketing Coordinator in the AEC industry, refining her strategic marketing expertise.

Ally holds a Master of Science in Data Science from Northwestern University and a Bachelor’s degree in Marketing from LIM College. She brings a wealth of creative and technical knowledge to the team.

Outside of work, Ally can be found at a workout class, spending time at the dog park with her dog, Gracie, spending time with her family, or exploring Texas to find unique home décor pieces as she is an avid interior-design enthusiast.

Hannah Trippett

Vice President of Programming

Marketing

Hannah Trippett serves as Vice President – Programming within our 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.

Rui Murua

Senior Director

Investment Operations

Rui Murua is a member of our Team at Fund Services Group, he serves as Senior Director – Investment Operations. He leads the Investor Services team within our Fund Administration Services area that focuses on the Investor Lifecycle Experience from onboarding through reporting. His leadership responsibilities include a focus on the subscription and onboarding process for the investors of our clients, as well as the money movements of our clients, their investors, and their private funds.

Rui has roughly 20 years of experience in the Finance industry. Prior to joining FSG, Rui led the Fund Administration Operations team for more than 120 clients at a multi-national group, overseeing $40B in Assets Under Administration. Prior to his time with the Fund Administration Operations team, Rui spent five years at Goldman Sachs as an Operations Specialist, during which time he relocated to the U.S. Rui started his career as an Investor Relations Consultant in a firm that serviced all of Brazil’s stock-exchange listed Large Cap Companies. Rui holds a bachelor’s degree in economics from Universidade Mackenzie in Sao Paulo, Brazil.

Rui has two children, a boy and a girl, and enjoys spending his time with family and his two dogs. He relishes weekends outdoors, as well as grilling. As a hobby Rui has always been passionate about surfing, has recently picked up competing in triathlons, and is enjoying the challenges and humbling effects of learning new things.

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

Vice President

Investment Operations

As a member of our team at Fund Services Group, Anthony Amaya serves as Vice President – 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.

Chris Arnold

Director

Financial Operations

As a member of our Team at Fund Services Group, Chris serves as Director – Financial Operations. He leads the team within our Outsourced CFO Services area that focuses on the private fund financial and investor reporting processes for our clients. This includes onboarding our new clients, mapping and training new support processes and deliverables for his team, and ensuring service delivery meets client expectations and complies with any controls or regulatory requirements.

Prior to joining Fund Services Group, Chris served as Senior Director of Finance and Director of Treasury at CHS Hedging LLC. Earlier in his career, he was Managing Director & CFO at U.S. Capital Advisors and held senior finance leadership roles at Salient Partners, Main Street Bank, and PwC. Chris holds dual Bachelor of Science degrees in Accounting and Finance from Salisbury University and is a licensed Texas CPA.

Outside of work, Chris enjoys spending time with his wife and children and cheering on the Baltimore Ravens and Orioles.

Kristie Causey

Senior Associate

Financial Operations

As a member of our team at Fund Services Group, Kristie Causey serves as Senior 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.

Robert Chenoweth

Senior Associate

Investment Operations

Robert Chenoweth is a Senior Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the contractual, custodial, regulatory, and fund structuring workflows for our clients.

Prior to joining FSG, Robert’s work experience included various roles within the healthcare technology industry, most recently in Portfolio Product Management. Robert also has a background in legal operations, focused on employment and healthcare law. Robert has a Bachelor’s in Communication from William Jewell College.

Robert and his wife, Lindsey, have one child and enjoy outdoor activities, sports, and quality time with family and friends.

Quinton Davis

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Quinton Davis serves as Senior 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.

Jacob De Carlo

Senior Associate

Investment Operations

As a member of our Team at Fund Services Group, Jacob De Carlo serves as Senior Associate – Investment Operations. His responsibilities are within the Outsourced Investor Services team where he 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, creating and populating investor records within client systems, and managing automated subscription platforms and related workflows.

Prior to joining FSG, Jacob started his career in the fund administration space at a boutique fund administration firm in 2019, which was later acquired by a multi-national fund administration group in 2021. He continued to work with the firm following the acquisition. Jacob holds a Bachelor’s in Political Science with minors in Communications and Philosophy from the University of California, San Diego.

Jacob spends his free time hiking and camping, playing guitar, and watching sports.

Declan Donnelly

Associate

Investment Operations

Declan Donnelly is an Associate at Fund Services Group. His responsibilities are within the Outsourced Investor Services team where he focuses on the money movements required to support our client’s investor transactions, complete investments by the client’s fund, and address any other transactional needs. This involves significant interaction with client investors within the capital call, capital distribution, subscription, and redemption processes and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Declan worked as an Account Representative in the insurance industry. Declan holds a Bachelor’s in Economics and a Bachelor’s in Psychology with a minor in Business from the University of Texas at Austin.

Declan enjoys reading, watching sports, trying new restaurants, and staying active.

Thomas Egan

Vice President

Investment Operations

Thomas “TJ” Egan is a Vice President at Fund Services Group. His responsibilities are within our Outsourced CFO team where he focuses on the private fund financial and investor reporting processes for our clients. This involves reviewing accounting and reporting deliverables from fund administrators and auditors, managing those service providers for our clients, and ensuring operational and regulatory information flows for accounting data are supported.

Prior to joining FSG, Thomas was a Senior Fund Accountant at a large fund administrator, where his responsibilities included collaborating directly with the Fund Manager and clients to manage the private funds and the compliance program of the firm. Before his role at the fund administrator, Thomas served as a Fund Accountant at a direct investments venture capital firm. Thomas holds a Bachelor’s in Finance from Eastern Connecticut University, and Master’s degrees in Finance and Investment Management, and Business Analytics from Sacred Heart University, and a Master’s in Professional Accounting from Eastern Washington University.

In his spare time, Thomas enjoys monitoring the cryptocurrency market and making trades, cooking, traveling, and spending time with his family and dogs. Thomas also enjoys attending Major League Baseball games, has been to 14 stadiums, and hopes to attend a game at every stadium.

Maridith Felder

Senior Director

Financial Operations

As a member of our Team at Fund Services Group, Maridith Felder serves as Senior Director – Financial Operations. She focuses on team development and improvement of processes used to deliver our services as she leads our team within our Outsourced CFO Services area that focuses on team member onboarding/offboarding, corporate accounting, and financial planning for our clients.

Maridith has over 20 years of experience in accounting and finance. Prior to joining FSG, Maridith began her career in public accounting at Deloitte and spent 14 years with BHP. Most recently, she built and led the Managed Accounting Services practice at Arcus Advisors, partnering with small and emerging mid-market companies.

Maridith is a proud Aggie, holding both her Bachelor’s and Master’s degrees in Accounting from Texas A&M University. Outside of work, she and her husband, Jackson, stay active with their two children. In her free time, Maridith enjoys traveling and playing tennis.

Faith Green

Associate

Investment Operations

Faith Green 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, Faith held various roles in education, including a recent role as a Lead Teacher at a local academy. Faith is currently pursuing a Bachelor’s in Business Administration from the University of Houston.

Faith enjoys fitness, reading, and spending time with her dog. She also has a deep love for travel, with her favorite adventure so far being a visit to the breathtaking Grand Canyon.

Sheridan Greer

Associate

Investment Operations

Sheridan Greer 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, Sheridan ran her own business as a portrait artist, and she also worked as a graphic designer. Sheridan has an Associate’s in Fine Arts from Cowley College.

Sheridan and her husband, Jeff, have three kids. As a family, they spend the school year running from basketball to soccer, but in the summertime, they love being outside and you can usually find them fishing at a creek in Kansas.

Trevor Godbolt

Vice President

Investment Operations

As a member of our team at Fund Services Group, Trevor Godbolt serves as Vice President – 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.

Michael Harb

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Michael Harb serves as Senior 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

Director

Financial Operations

As a member of our Team at Fund Services Group, Brad serves as a Director – Financial Operations. He leads the team within the Outsourced CFO Services team that focuses on the contractual, regulatory, and fund structuring workflows for our clients.

Prior to joining FSG, Brad’s work experience included Project Management, primarily focused on the aviation industry. Brad holds a Bachelor’s in Business with an emphasis in Operations Management from Southwestern College.

Brad and his wife, Whitney, have three kids and enjoy outdoor activities, sports, and spending time at the lake.

Whitney Hasselbring

Senior Associate

Investment Operations

As a member of our Team at Fund Services Group, Whitney Hasselbring serves as an Senior 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.

Carson Hebblethwaite

Associate

Investment Operations

Carson Hebblethwaite 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, Carson worked with an independent financial planning firm focused on client service and investment operations. During her career, Carson has also worked in various roles related to professional theatre. She holds a Bachelor’s in Fine Arts from Coastal Carolina University.

Carson and her husband, Al, live just south of Atlanta. She is an active participant in Atlanta’s theatre and film industry, and she also enjoys yoga, baking, and traveling with her family.

Carter Helton

Associate

Investment Operations

Carter Helton is an Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the financial planning and reporting processes for our clients. This involves advanced accounting processes such as consolidations and preparation of accounting reports, overseeing accounting input processes such as payroll, vendor pay, and cash reconciliation, and supporting the onboarding/offboarding process for team members of our clients.

Prior to joining FSG, Carter served as Controller at a landscape architecture firm where his responsibilities included financial report preparation and presentation, budgeting, accounts payable, accounts receivable, cost control, and cash flow management. Carter began his career at a private aviation firm. Carter holds a Bachelor of Business Administration with a finance emphasis from Lee University.

Carter and his wife, Hannah, love spending time with their sons, Max and Josiah, and are leaders in their local church. Carter also loves watching sports, and playing basketball and pickleball.

Terri Jones

Director

Financial Operations

As a member of our team at Fund Services Group, Terri Jones serves as Director – 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.

Andrew Joyce

Associate

Investment Operations

Andrew Joyce is an Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the contractual, regulatory, and fund structuring workflows for our clients.

Prior to joining FSG, Andrew’s work experience included Process Operations, Operations Management, and Project Management in the oil and gas industry.

Andrew and his wife, Kelli, have two Great Danes, Hosmer and Mitch, and enjoy travelling, snowboarding, pickleball, and visiting family and friends.

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.

Damon Kroeger

Associate

Investment Operations

Damon Kroeger is an Associate at Fund Services Group. His responsibilities are within the Outsourced Investor Services team where he focuses on the money movements required to support our client’s investor transactions, complete investments by the client’s fund, and address any other transactional needs. This involves significant interaction with client investors within the capital call, capital distribution, subscription, and redemption processes and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Damon worked in inventory management and served as a juvenile detention officer. Damon holds a Bachelor of Business Administration in Finance with a minor in Criminology from Valparaiso University.

In his free time, Damon enjoys golfing, watching sports, and spending time with family and friends.

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

Director

Financial Operations

As a member of our team at Fund Services Group, Shawn LeClaire serves as Director – 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

Senior Associate

Financial Operations

As a member of our team at Fund Services Group, Pranay Patwa serves as Senior 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.

Zachary Pugh

Senior Associate

Investment Operations

Zachary Pugh is a Senior Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the financial planning and reporting processes for our clients. This involves advanced accounting processes such as consolidations and preparation of accounting reports, overseeing accounting input processes such as payroll, vendor pay, and cash reconciliation, and supporting the onboarding/offboarding process for team members of our clients.

Zachary has over 15 years of experience in accounting and finance. Prior to joining FSG, Zachary worked in the Financial Services industry for several different firms including State Street Bank, JPMorgan and Charles Schwab. He has also worked as a government accountant for the State of Colorado. Zachary obtained a Bachelor of Arts degree from Colorado College, and completed his MBA in Finance and Accounting at Regis University.

Zachary appreciates spending time with family and friends, reading about history and trying new restaurants. He also enjoys time outdoors playing sports, hiking in nature and traveling to all parts of the world.

Sherry Richmond

Vice President

Investment Operations

As a member of our team at Fund Services Group, Sherry Richmond serves as Vice President – 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

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Marilyn Sanchez serves as Senior 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.

Kali Sawyer

Senior Associate

Investment Operations

As a member of our Team at Fund Services Group, Kali Sawyer serves as Senior Associate – Investment Operations. Her responsibilities are within the Outsourced Investor Services team where she focuses on supporting our client’s investor transactions, maintaining investor records within client systems, managing and monitoring capital activity, and addressing any other transactional needs for our client’s funds or investors. This involves significant interaction with client investors and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Kali was a Senior Investor Relations Associate at a multi-national fund administrator. Kali holds a Bachelor’s in Business Administration with a concentration in Operations & Supply Chain Management from North Carolina State University. She is currently pursuing her Master of Business Administration at North Carolina State University.

Kali and her husband, Jacob, enjoy traveling, trying new restaurants, and spending time with friends and family.

Ari Silverman

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Ari Silverman serves as Senior 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.

Ashton Torres

Director

Investment Operations

As a member of our team at Fund Services Group, Ashton Torres 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.

Jade Tran

Associate

Investment Operations

Jade Tran is an Associate at Fund Services Group in our Outsourced CFO Services area that focuses on tax matters for our clients, such as federal and state tax compliance and comprehending the tax implications and structuring requirements for private fund structures. Her primary responsibilities include assisting in the review of tax allocations and book-to-tax adjustments for private funds, assisting in the review of federal and state tax returns, and ensuring the timely delivery and filing of K-1s and tax returns.

Prior to joining FSG, Jade spent time in the tax practice at Deloitte gaining exposure to a wide variety of domestic and offshore hedge funds, private equity funds, and real estate funds. During Jade’s time in public accounting, she provided tax services to alternative investment managers and their funds. Jade holds a Bachelor’s in Accounting and Finance from West Chester University in Pennsylvania.

In her free time, Jade enjoys gardening, cooking and spending time with family.

Vivian Tran

Associate

Investment Operations

Vivian Tran is an Associate at Fund Services Group. Her responsibilities are within the Outsourced Investor Services team where she focuses on the money movements required to support our client’s investor transactions, complete investments by the client’s fund, and address any other transactional needs. This involves significant interaction with client investors within the capital call, capital distribution, subscription, and redemption processes and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Vivian worked as a Customer Relations Specialist in the petrochemicals industry and completed an internship with Amazon working alongside area managers. Vivian holds a Bachelor of Business Administration in Management Information Systems from the University of Houston.

In her free time, Vivian enjoys junk journaling, playing board and card games, walking her dog in the park, reading, swimming, and spending time with family and friends. She also loves to try out new restaurants.

Lorraine Heywood

Director

Talent Acquisition

Lorraine Heywood serves as Director, Talent Acquisition at 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 Recruiting, Executive Search, and Succession Planning. During her career Lorraine owned a Retained Executive Search Firm, she has as 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 and is the Texas Chapter Chair for The Rooted Sisters, a Christian Business Women’s organization dedicated to bringing Christ to the marketplace. 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.

Brandee Andrews

Senior Associate

Talent Recruiting

Travis Rawson

Vice President

Talent Recruiting

Rui Murua

Senior Director

Investment Operations

Rui Murua is a member of our Team at Fund Services Group, he serves as Senior Director – Investment Operations. He leads the Investor Services team within our Fund Administration Services area that focuses on the Investor Lifecycle Experience from onboarding through reporting. His leadership responsibilities include a focus on the subscription and onboarding process for the investors of our clients, as well as the money movements of our clients, their investors, and their private funds.

Rui has roughly 20 years of experience in the Finance industry. Prior to joining FSG, Rui led the Fund Administration Operations team for more than 120 clients at a multi-national group, overseeing $40B in Assets Under Administration. Prior to his time with the Fund Administration Operations team, Rui spent five years at Goldman Sachs as an Operations Specialist, during which time he relocated to the U.S. Rui started his career as an Investor Relations Consultant in a firm that serviced all of Brazil’s stock-exchange listed Large Cap Companies. Rui holds a bachelor’s degree in economics from Universidade Mackenzie in Sao Paulo, Brazil.

Rui has two children, a boy and a girl, and enjoys spending his time with family and his two dogs. He relishes weekends outdoors, as well as grilling. As a hobby Rui has always been passionate about surfing, has recently picked up competing in triathlons, and is enjoying the challenges and humbling effects of learning new things.

Greg Schuler

Managing Director

Investment Management

Greg Schuler serves as the Managing Director – Investment Management. He is responsible for leading, managing, developing, and serving alongside the Investment Management Team. Greg 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.

Greg is an accomplished investment executive and proven team leader with over two decades of experience building and leading world-class investment organizations across healthcare, higher education, corporate, and family office settings. Recognized for his ability to combine strategic vision with disciplined execution, he has successfully developed and managed multi-billion-dollar investment platforms that deliver sustained outperformance and long-term value.

Greg holds his BCom in Finance and his MBA in Finance from The University of British Columbia. Outside of his professional pursuits, Greg enjoys cycling, hiking, reading, traveling, and serving with his church.

Lorraine Heywood

Director

Talent Acquisition

Lorraine Heywood serves as Director, Talent Acquisition at 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 Recruiting, Executive Search, and Succession Planning. During her career Lorraine owned a Retained Executive Search Firm, she has as 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 and is the Texas Chapter Chair for The Rooted Sisters, a Christian Business Women’s organization dedicated to bringing Christ to the marketplace. 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.

Lucia Hwang

Director

Digital Transformation

Eliza Rappaport

Director

Marketing Operations

Eliza Rappaport is Director of Marketing Operations. She focuses on optimizing and scaling the firm’s marketing efforts to support demand from individual investors and investment professionals seeking access to innovative investment vehicles and private market insights.

Eliza has two decades of marketing and communications experience, primarily in the alternative investment space. Prior to joining CAZ, she was head of private wealth marketing at Hines, a leading global real estate investment manager. She brings expertise in delivering effective content and campaign strategies that enhance engagement and experience.

Eliza earned a B.A. in Political Science and minor in Russian from Davidson College. She lives in Houston, her native city, with her husband, David, and their twin sons.

Jonathan Richter

Director

Marketing Strategy

Jonathan serves as Director of Marketing Strategy. 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 son, Rhys.

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

Vice President

Investment Operations

As a member of our team at Fund Services Group, Anthony Amaya serves as Vice President – 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.

Brandee Andrews

Senior Associate

Talent Recruiting

Amy Ardeel

Vice President

Legal and Compliance

Amy serves as Vice President of Legal and Compliance at CAZ Investments, working closely with the firm’s Chairman and senior management to advance business objectives across the organization. Her responsibilities include coordinating the firm’s compliance and legal functions and related operational processes.

Amy joined CAZ in 2026, bringing more than seven years of experience in the private wealth management industry. Prior to joining the firm, she served as Chief Compliance Officer at Icon Wealth Partners, a Houston-based Registered Investment Advisor. Earlier in her career, Amy served as in-house legal counsel for a publicly traded oil and gas exploration and production company.

Amy holds a B.S. in Political Science and Sociology from Texas A&M University and a Juris Doctor from the University of Texas School of Law. A third-generation Houstonian, Amy enjoys spending time with her husband and daughters outside of the office.

Chris Arnold

Director

Financial Operations

As a member of our Team at Fund Services Group, Chris serves as Director – Financial Operations. He leads the team within our Outsourced CFO Services area that focuses on the private fund financial and investor reporting processes for our clients. This includes onboarding our new clients, mapping and training new support processes and deliverables for his team, and ensuring service delivery meets client expectations and complies with any controls or regulatory requirements.

Prior to joining Fund Services Group, Chris served as Senior Director of Finance and Director of Treasury at CHS Hedging LLC. Earlier in his career, he was Managing Director & CFO at U.S. Capital Advisors and held senior finance leadership roles at Salient Partners, Main Street Bank, and PwC. Chris holds dual Bachelor of Science degrees in Accounting and Finance from Salisbury University and is a licensed Texas CPA.

Outside of work, Chris enjoys spending time with his wife and children and cheering on the Baltimore Ravens and Orioles.

Kieran Arrigan

Senior Associate

Capital Formation

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

Kieran brings a broad range of investment management experience across private markets, credit, valuation, and transaction execution. Prior to joining CAZ, he worked at Harvest Partners, LP, where he focused on valuation and portfolio analysis across private equity and private credit strategies. He began his career at TIAA, where he was involved in private credit fund structuring and capital markets transactions.

He earned a B.S. in Finance from Susquehanna University, where he was a member of the varsity soccer team.

Heather Ayres

Senior Vice President

Investor Relations

Heather serves as Senior 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

Digital Transformation

Bilal serves as a Vice President within our Digital Transformation 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.

Daryl Baldemor

Vice President

Investment Strategies

Daryl Baldemor serves as Vice President – Investment Strategies, working closely with the Chairman to advance the firm’s strategic, operational, and investment priorities. He supports and extends the effectiveness of the Chairman across key meetings, investor engagements, and high-visibility interactions, while partnering with senior leaders to drive alignment and execution across the organization.

Daryl brings a unique blend of military leadership and executive operating experience across the public and private sectors. A Bronze Star recipient, he served as an Army officer leading multidisciplinary teams in high-stakes environments before transitioning into senior administrative and executive roles. He later served as Director of Administration and Operations for the Office of the President and Provost at the University of Chicago, overseeing major budgets, organizational processes, and cross-departmental initiatives. He then became Chief of Staff to the CEO at Aerojet Rocketdyne, supporting enterprise-level strategic priorities, a multibillion-dollar merger, and coordination with senior executives and board members.

Alex Beckham

Vice President

Investor Relations

Alex 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.

Alex brings a diverse background in business development and finance & accounting operations. Prior to joining CAZ, she worked in financial consulting and was an early employee at a tech start-up in New York City. Most recently, she led Operations and Strategy in the insurance industry. Alex graduated from the University of Texas with a BBA in Finance.

A native Houstonian, Alex enjoys running, pickleball, hiking, participating in her church, and reading in her free time.

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.

Chris Beres

Senior Vice President

Investment Management

Chris serves as a Senior Vice President – Investment Management, where he is responsible for sourcing and evaluating investment themes and monitoring existing investments. His primary focus is 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 over fifteen years of experience across a variety of functions in alternative investments. Most recently, he was responsible for capital markets as the leader of investor relations at a national multifamily developer. Prior to that, he headed investment oversight of a major institutional investor’s alternatives and real assets portfolio across both public and private markets. Chris began his investment career at a leading global alternative asset manager, where he focused on asset allocation, investment strategy development, and marketing and investor relations initiatives.

Chris graduated from the University of Notre Dame with a B.A. in Political Science. After beginning his career with stops in New York, Chicago, and Indianapolis, he now resides in Houston with his wife and their dog, Pinwheel. Outside of work, Chris enjoys travel, skiing, classical art and architecture, and exploring new food and wine destinations.

Jazlynn Bernal

Executive Assistant to the Chief Operating Officer

Jazlynn serves as Executive Assistant to the Chief Operating Officer, where she supports operational priorities in close partnership with the Digital Transformation Team to optimize efficiency and collaboration across the organization. Prior to joining CAZ Investments, she served as Director of Operations for the House of Representatives, supporting senior leadership and managing complex operational initiatives for five years. In this role, she developed a strong foundation in strategic coordination, stakeholder engagement, and process improvement.

A Houston native, Jazlynn holds a Bachelor of Science in Hotel and Restaurant Management from the University of Houston. She brings a thoughtful, detail‑oriented approach to executive support and is known for her collaborative working style. Outside of work, she enjoys traveling with her family, skiing, and staying involved in community activities.

Megan Britton

Senior Associate

Investor Relations

Megan Britton 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, Megan served on the Portfolio Reporting Team for Pennybacker Capital, where she was responsible for the consolidation of real estate investment financials across all funds, institutional reporting, asset-level valuations, and credit collateral deal support. She partnered with the legal, data, and capital formation teams to ensure clear, timely, and consistent communication in investor deliverables. Megan holds a Bachelor of Business Administration Degree in Business Honors and Finance from Texas A&M University.

Megan is a native Houstonian. Outside of work, she enjoys spending time with her family and friends, baking, cooking, and traveling.

Ian Brown-Christenson

Director

Capital Formation

Ian Brown-Christenson serves as Director – Capital Formation. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Ian 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.

Ian brings over fifteen years of experience in investment management experience, with a strong background in private market investing and wealth management. He has been a frequent guest lecturer at Fordham University, speaking on General Partner Stakes and Professional Sports Private Equity Investing, and has been featured on various industry-wide panels and discussions focused on the private markets. Prior to joining CAZ, he served as Assistant Market Head at UBS Private Wealth Management in New York City, advising private wealth teams and their ultra-high-net-worth and family office clients.

He earned a B.S. in Finance from Fairleigh Dickinson University while serving his community as an Emergency Medical Technician in the Greater New York City area, and later earned the Certified Financial Planner (CFP®) designation in 2015. A lifelong resident of the New York City area, he is an active member of the Greensward Council of the Central Park Conservancy.

Matthew Byrne

Analyst

Investment Management

Matthew serves as an Analyst within our Investment Management Team. He is responsible for identifying and evaluating new investment opportunities and themes, as well as supporting the monitoring of existing portfolio holdings. Matthew also contributes to the development of co-investor relationships and assists with portfolio tracking and internal management initiatives.

Before joining CAZ, Matthew gained experience in investment management, private equity, and investment banking, with a focus on healthcare. At Southern Methodist University, he served as Co-Chief Investment Officer and Director of Healthcare for the Boulevard Investment Group, a $1 million student-run fund that donates gains to scholarships, and earned his B.B.A. in Finance with a specialization in Entrepreneurship from the Cox School of Business.

Outside of work, Matthew enjoys playing golf, spending time with family and friends, exploring new cuisines and restaurants, and spending time outdoors.

Glen Burella

Senior Vice President

Capital Formation

Glen serves as Senior Vice President – 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.

Glen has more than a decade of alternative investment experience. He joined from Abbey Capital, one of the largest allocators to the CTA space globally. While there, Glen contributed both on the investment research side, as well as on the business development side where he focused on education and building relationships among the institutional channels on the US West Coast.

Glen graduated from Maynooth University with a BSc. Double Honors in Mathematical Physics and Applied Mathematics. He also has a PhD in Theoretical Physics from Maynooth University. Glen’s research focused on topological quantum computing. His work has been published in Annales Henri Poincaré. Glen is based in Los Angeles and spends most of his time outside of work enjoying all SoCal has to offer with his wife and sons.

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.

Kristie Causey

Senior Associate

Financial Operations

As a member of our team at Fund Services Group, Kristie Causey serves as Senior 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

Vice President

Events

Robert Chenoweth

Senior Associate

Investment Operations

Robert Chenoweth is a Senior Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the contractual, custodial, regulatory, and fund structuring workflows for our clients.

Prior to joining FSG, Robert’s work experience included various roles within the healthcare technology industry, most recently in Portfolio Product Management. Robert also has a background in legal operations, focused on employment and healthcare law. Robert has a Bachelor’s in Communication from William Jewell College.

Robert and his wife, Lindsey, have one child and enjoy outdoor activities, sports, and quality time with family and friends.

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

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Quinton Davis serves as Senior 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.

Jacob De Carlo

Senior Associate

Investment Operations

As a member of our Team at Fund Services Group, Jacob De Carlo serves as Senior Associate – Investment Operations. His responsibilities are within the Outsourced Investor Services team where he 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, creating and populating investor records within client systems, and managing automated subscription platforms and related workflows.

Prior to joining FSG, Jacob started his career in the fund administration space at a boutique fund administration firm in 2019, which was later acquired by a multi-national fund administration group in 2021. He continued to work with the firm following the acquisition. Jacob holds a Bachelor’s in Political Science with minors in Communications and Philosophy from the University of California, San Diego.

Jacob spends his free time hiking and camping, playing guitar, and watching sports.

Declan Donnelly

Associate

Investment Operations

Declan Donnelly is an Associate at Fund Services Group. His responsibilities are within the Outsourced Investor Services team where he focuses on the money movements required to support our client’s investor transactions, complete investments by the client’s fund, and address any other transactional needs. This involves significant interaction with client investors within the capital call, capital distribution, subscription, and redemption processes and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Declan worked as an Account Representative in the insurance industry. Declan holds a Bachelor’s in Economics and a Bachelor’s in Psychology with a minor in Business from the University of Texas at Austin.

Declan enjoys reading, watching sports, trying new restaurants, and staying active.

Thomas Egan

Vice President

Investment Operations

Thomas “TJ” Egan is a Vice President at Fund Services Group. His responsibilities are within our Outsourced CFO team where he focuses on the private fund financial and investor reporting processes for our clients. This involves reviewing accounting and reporting deliverables from fund administrators and auditors, managing those service providers for our clients, and ensuring operational and regulatory information flows for accounting data are supported.

Prior to joining FSG, Thomas was a Senior Fund Accountant at a large fund administrator, where his responsibilities included collaborating directly with the Fund Manager and clients to manage the private funds and the compliance program of the firm. Before his role at the fund administrator, Thomas served as a Fund Accountant at a direct investments venture capital firm. Thomas holds a Bachelor’s in Finance from Eastern Connecticut University, and Master’s degrees in Finance and Investment Management, and Business Analytics from Sacred Heart University, and a Master’s in Professional Accounting from Eastern Washington University.

In his spare time, Thomas enjoys monitoring the cryptocurrency market and making trades, cooking, traveling, and spending time with his family and dogs. Thomas also enjoys attending Major League Baseball games, has been to 14 stadiums, and hopes to attend a game at every stadium.

Nicole Engel

Senior Vice President

Investor Relations

Nicole serves as Senior 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.

Rachel Epps

Vice President

Marketing

Rachel Epps serves as a Vice President on the Marketing Team. She assists in maintaining and facilitating the firm’s branding and marketing efforts. Rachel holds nearly two decades of experience spanning the automotive, energy, and industrial sectors. She has built a reputation for combining marketing insight with a genuine ability to connect with people-something colleagues and partners consistently value in both leadership and collaboration.

Originally from the Midwest (and a proud Kansas City Chiefs fan), Rachel brings a grounded, relationship-driven approach to her work. She believes strong marketing begins with understanding people, building trust, and communicating with clarity and purpose.

Outside of her professional life, Rachel is passionate about mentoring young women, staying active in her church community, and collecting art-interests that reflect her appreciation for growth, creativity, and meaningful connection.

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.

Maridith Felder

Senior Director

Financial Operations

As a member of our Team at Fund Services Group, Maridith Felder serves as Senior Director – Financial Operations. She focuses on team development and improvement of processes used to deliver our services as she leads our team within our Outsourced CFO Services area that focuses on team member onboarding/offboarding, corporate accounting, and financial planning for our clients.

Maridith has over 20 years of experience in accounting and finance. Prior to joining FSG, Maridith began her career in public accounting at Deloitte and spent 14 years with BHP. Most recently, she built and led the Managed Accounting Services practice at Arcus Advisors, partnering with small and emerging mid-market companies.

Maridith is a proud Aggie, holding both her Bachelor’s and Master’s degrees in Accounting from Texas A&M University. Outside of work, she and her husband, Jackson, stay active with their two children. In her free time, Maridith enjoys traveling and playing tennis.

Caroline Fertitta

Senior Associate

Investor Relations

Caroline Fertitta serves as a Senior Associate, Investor Relations. 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

Senior Associate

Capital Formation

Brenton 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. 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.

Sarah Fosnaugh

Executive Assistant to the Partner

Sarah Fosnaugh serves as Executive Assistant to the Partner, bringing over 17 years of experience supporting senior executives within the private asset management industry. She serves as a trusted partner to leadership, providing strategic administrative and operational support that enables effective decision-making, execution, and prioritization at the highest levels of the firm.

Prior to joining CAZ, Sarah supported principals at a private family office in Orange County, California, where she managed complex scheduling, strategic initiatives, and highly confidential matters. She has extensive experience coordinating global calendars and travel, improving administrative processes, and supporting executive decision-making. Sarah is based in Houston and supports CAZ’s commitment to operational excellence and partnership-driven investing.

Sarah holds a Bachelor of Business Administration in Business Administration and Management from California State University, Fullerton. Outside of work, she enjoys traveling, paddleboarding, cooking, and spending time with her adult son, Destin.

Anthony M. Gaudiosi

Senior Vice President

Capital Formation

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

Anthony has almost 25 years of experience in financial services and business development.  His career spans diverse financial strategies, including global and domestic equity, global and domestic fixed income, limited partnerships, and alternatives. Prior to joining CAZ, Anthony worked at NYL Investments for almost 15 years as Director and Senior Advisor Consultant focusing on business development across the intermediary channels. Prior to that, Anthony began his career focusing on similar initiatives at Lord Abbett & Co.

Anthony earned a B.A. in Economics from Rutgers University with a concentration in Finance.  He has lived his entire life in New Jersey. Outside of work, Anthony enjoys spending time with his family, playing golf, traveling the world, attending sports events, and fine dining.

Faith Green

Associate

Investment Operations

Faith Green 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, Faith held various roles in education, including a recent role as a Lead Teacher at a local academy. Faith is currently pursuing a Bachelor’s in Business Administration from the University of Houston.

Faith enjoys fitness, reading, and spending time with her dog. She also has a deep love for travel, with her favorite adventure so far being a visit to the breathtaking Grand Canyon.

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.

Sheridan Greer

Associate

Investment Operations

Sheridan Greer 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, Sheridan ran her own business as a portrait artist, and she also worked as a graphic designer. Sheridan has an Associate’s in Fine Arts from Cowley College.

Sheridan and her husband, Jeff, have three kids. As a family, they spend the school year running from basketball to soccer, but in the summertime, they love being outside and you can usually find them fishing at a creek in Kansas.

Trevor Godbolt

Vice President

Investment Operations

As a member of our team at Fund Services Group, Trevor Godbolt serves as Vice President – 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.

Mark Gualano

Associate

Capital Formation

Mark serves as an Associate in 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.

After graduating from East Carolina University, Mark enlisted in the U.S. Army and went on to serve nearly a decade in Special Forces (Green Berets) with 7th Special Forces Group in Florida. Twice decorated, he led teams in complex, high-stakes environments around the globe—developing expertise in leadership, problem-solving, and building trusted relationships under pressure.

Mark brings a force-multiplier mindset to CAZ.

Outside of work, he serves on the Armed Forces Appreciation Committee for the Houston Rodeo, is a member of Fairways for Warriors, and is working to expand the Green Beret Foundation chapter in Houston. Outside of service, he also enjoys playing golf, traveling, snowboarding, and competitive shooting.

Stephanie Hammond

Vice President

Investor Relations

Stephanie serves as Vice President of Investor Relations at CAZ Investments, where she will work directly alongside Clark Edlund, Partner, and Hilary Holmes, Director of Investor Relations. Her primary focus will be enabling the Firms’ key Investment Adviser, Family Office and Technology Platform partnerships to invest alongside our Team and Shareholders. Additionally, she will provide support across departments on many of the Firms’ top projects allowing her to lean into her versatility and experience.

Stephanie brings an extensive and diverse background in banking, investor relations, and private equity fundraising. Her experience spans both domestic and international markets, where she has worked closely with a broad spectrum of investors—including high-net-worth individuals, foundations, endowments, corporations, investment advisers, public and private pension plans, and sovereign wealth funds.

Michael Harb

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Michael Harb serves as Senior 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

Director

Financial Operations

As a member of our Team at Fund Services Group, Brad serves as a Director – Financial Operations. He leads the team within the Outsourced CFO Services team that focuses on the contractual, regulatory, and fund structuring workflows for our clients.

Prior to joining FSG, Brad’s work experience included Project Management, primarily focused on the aviation industry. Brad holds a Bachelor’s in Business with an emphasis in Operations Management from Southwestern College.

Brad and his wife, Whitney, have three kids and enjoy outdoor activities, sports, and spending time at the lake.

Whitney Hasselbring

Senior Associate

Investment Operations

As a member of our Team at Fund Services Group, Whitney Hasselbring serves as an Senior 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. Preston 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.

Carson Hebblethwaite

Associate

Investment Operations

Carson Hebblethwaite 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, Carson worked with an independent financial planning firm focused on client service and investment operations. During her career, Carson has also worked in various roles related to professional theatre. She holds a Bachelor’s in Fine Arts from Coastal Carolina University.

Carson and her husband, Al, live just south of Atlanta. She is an active participant in Atlanta’s theatre and film industry, and she also enjoys yoga, baking, and traveling with her family.

David Hescheles

Senior Vice President

Capital Formation

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

David has more than 25 years of experience in the asset management industry. Prior to joining CAZ, David spent over two decades leading $100B+ AUM asset managers in the intermediary and institutional space. His career spans diverse financial strategies, including private markets and alternatives, global and domestic equity, and global and domestic fixed income.

David holds a B.A in Economics from University of Wisconsin- Madison.  He earned the CIMA designation at the University of Pennsylvania- Wharton School.  Outside of work, David enjoys time with his wife, Robin, and their three children Henry, Grace, and Lily, spending time on the water, skiing, and golfing.

Carter Helton

Associate

Investment Operations

Carter Helton is an Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the financial planning and reporting processes for our clients. This involves advanced accounting processes such as consolidations and preparation of accounting reports, overseeing accounting input processes such as payroll, vendor pay, and cash reconciliation, and supporting the onboarding/offboarding process for team members of our clients.

Prior to joining FSG, Carter served as Controller at a landscape architecture firm where his responsibilities included financial report preparation and presentation, budgeting, accounts payable, accounts receivable, cost control, and cash flow management. Carter began his career at a private aviation firm. Carter holds a Bachelor of Business Administration with a finance emphasis from Lee University.

Carter and his wife, Hannah, love spending time with their sons, Max and Josiah, and are leaders in their local church. Carter also loves watching sports, and playing basketball and pickleball.

Alex Jacobs

Associate

Capital Formation

Alex serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Alex 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.

Prior to joining CAZ, Alex worked across business development, financial services, and strategic advisory. He began his career at Octagon supporting sponsorship initiatives for professional athletes and brands, then worked in client service roles at UBS focused on wealth management and investor relationships. He later joined Riverside Management Group, where he supported deal structuring, capital formation, and growth initiatives.

Alex earned a bachelor’s degree from Tulane University and an MBA from the University of Colorado Boulder, with a focus on finance and entrepreneurship. Originally from Boston, he now calls Houston home. Outside of work, Alex enjoys golf, skiing, tennis, basketball, and chess.

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

Director

Financial Operations

As a member of our team at Fund Services Group, Terri Jones serves as Director – 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.

Andrew Joyce

Associate

Investment Operations

Andrew Joyce is an Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the contractual, regulatory, and fund structuring workflows for our clients.

Prior to joining FSG, Andrew’s work experience included Process Operations, Operations Management, and Project Management in the oil and gas industry.

Andrew and his wife, Kelli, have two Great Danes, Hosmer and Mitch, and enjoy travelling, snowboarding, pickleball, and visiting family and friends.

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.

Alec Kenda

Associate

Investment Management

Alec serves as an Associate – Investment Management, where he is responsible for sourcing and evaluating investment themes and monitoring existing investments. His primary focus is facilitating the ability of outside investors, including family offices, registered investment advisors, and institutions, to co-invest with the Firm and our principals & Shareholders.

Alec joins CAZ after three years as an Investment Banking Services Associate at Goldman Sachs & Co., where he covered North American merger, equity, and debt transactions. He began his career as a Financial Analyst on the Shadow Drone Program at Textron Systems in the Washington, D.C. area, supporting financial planning and analysis for one of the company’s leading defense programs.

Alec holds a Bachelor of Science in Finance with a concentration in Data Analytics from the University of South Carolina. At CAZ, he is responsible for ensuring new investment opportunities are successfully onboarded and monitored. He works closely with both the due diligence and portfolio management teams to document, track, and oversee new investment vehicles, contributing to the Firm’s long-term growth and success.

Originally from Houston, Alec was drawn to CAZ by the opportunity to join a respected, established firm with a growing presence in alternative investments.

Jill Klinvex

Strategic Advisor

Jill serves as a Strategic Advisor at CAZ Investments. 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

Senior Administrative Assistant

Investment Strategies

Robin serves as a Senior Administrative Assistant, supporting the Firm’s Partners by handling tactical administrative responsibilities.

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.

Damon Kroeger

Associate

Investment Operations

Damon Kroeger is an Associate at Fund Services Group. His responsibilities are within the Outsourced Investor Services team where he focuses on the money movements required to support our client’s investor transactions, complete investments by the client’s fund, and address any other transactional needs. This involves significant interaction with client investors within the capital call, capital distribution, subscription, and redemption processes and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Damon worked in inventory management and served as a juvenile detention officer. Damon holds a Bachelor of Business Administration in Finance with a minor in Criminology from Valparaiso University.

In his free time, Damon enjoys golfing, watching sports, and spending time with family and friends.

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.

Keisha Landry

Executive Assistant

Capital Formation

Keisha serves as the Executive Assistant to the Managing Director of Capital Formation, where she supports key initiatives, optimizes efficiency, and strengthens operations within the capital formation and investor relations teams. With more than a decade of experience in executive administrative support and management, she previously served as Chief of Staff for a national nonprofit and a community bank.

Originally from Oklahoma, Keisha now calls Houston home with her husband and children. She enjoys playing tennis, skiing, traveling, and spending time with family and friends. She holds a Bachelor of Arts in Mass Communication from West Texas A&M University.

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

Director

Financial Operations

As a member of our team at Fund Services Group, Shawn LeClaire serves as Director – 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.

Brandon Luckett

Senior Vice President

Capital Formation

Brandon serves as Senior Vice President – Capital Formation. In his role, he facilitates access for outside investors–including family offices, registered investment advisors, and institutions to co-invest with the firm and its principals and shareholders.

Brandon has over a decade of investment specific industry experience. Most recently, he served as Regional Vice President at CNL Financial Group, an alternatives investment firm covering the Mid-Atlantic region. Prior to that, he spent more than 15 years in the insurance consulting industry, advising large employers on corporate insurance and employee benefits.

Brandon earned both an MBA in Finance and a BBA in Marketing from Loyola University in Maryland. While at Loyola, he was a member of the varsity golf team, a two-year captain, a two-time Academic All-American and was inducted into Loyola’s Athletic Hall of Fame in 2020. He currently resides in Annapolis, Maryland with his wife Amy. Their daughter, Chloe attends Wake Forest University; their son, Timothy, attends the United States Naval Academy; and their daughter Madison, is a rising high school senior. Outside of work, Brandon enjoys spending time with friends and family, playing golf and serving on the local Young Life Committee.

Mike Malloy

Senior Vice President

Capital Formation

Mike serves as Senior Vice President – 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.

Mike has over 30 years of investment industry experience. Most recently, Mike ran his own firm placing unique and compelling alternative strategies with large RIAs and Family Offices. Prior to that, he spent more than 25 years in the alternative asset/independent broker dealer markets working for firms such as DWS (formerly Deutsche Asset Management), KBS Capital Markets Group, AXA/Equitable, and Advisor Group.

Mike earned a BA in Economics from Eckerd College in St. Petersburg, FL. While at Eckerd, he was a member of the varsity baseball team, and a two-year captain. He currently resides in Scottsdale, AZ with his partner Shandee Chernow. Outside of work, Mike enjoys spending time with friends and family and serving on the Board of Trustees for The Country School in Valley Village, CA.

William Mathis

Analyst

Investment Management

William serves as an analyst on our Investment Management team. He is responsible for sourcing and evaluating new investments, as well as monitoring existing investments. William also supports the expansion of our co-investments and assists with internal portfolio tracking and management.

Prior to joining CAZ, William founded a real estate investment company that focuses on student and affordable housing in the College Station area. He also completed three internships in investment management, and most recently was a summer analyst on Goldman Sachs’ Real Estate Investing team in New York.

From Houston, William graduated from Yale University with a Bachelors degree in Spanish. In his spare time, William enjoys playing tennis, spearfishing, traveling, spending time with his family, and watching college football.

Clare McCarthy

Associate

Investor Relations

Clare McCarthy serves as an Investor Relations Associate, where she supports outside investors in co-investing alongside the firm’s principals and shareholders.

Before joining CAZ, Clare worked as a consultant in public accounting on the Specialized Tax Services team. She earned both her Master of Science and Bachelor of Science degrees in Economics from Texas A&M University.

A native Houstonian, Clare enjoys trying new restaurants, long walks, cooking, Pilates, and spending time with friends and family.

Holt McNair

Senior Vice President

Investment Management

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.

Jake Mercier

Associate

Capital Formation

Jake serves as an Associate within our Capital Formation Team. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Jake 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.

Jake brings a broad range of investment industry experience spanning private markets, client portfolio management, and investment operations. Prior to joining the firm, he was a Private Markets Product Specialist at a registered investment advisor (RIA), where he educated advisors on private market offerings and portfolio construction. Earlier in his career, he held roles as a Client Portfolio Manager and Portfolio Analyst within the RIA industry.

Jake earned a BA in Economics from the University of Massachusetts Amherst and an MSc in Blockchain and Digital Currencies from the University of Nicosia. He is also a Chartered Alternative Investment Analyst (CAIA) charterholder.

Outside of work, Jake enjoys playing golf, traveling, cooking, and exploring new cuisines.

Katie Mitchell

Vice President

Investor Relations

Katie Mitchell serves as Vice President 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.

JD Moore

Senior Analyst

Investment Management

JD serves as Senior 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.

Jonathan McClelland

Senior Vice President

Investment Management

Jonathan serves as Senior Vice President — Investment Management, where he is responsible for sourcing and evaluating investment themes and monitoring existing investments. Jonathan supports the Investment Management Team’s partnership with Capital Formation by articulating sophisticated thematic investment strategies to Partners and Team members, and will serve as a subject-matter expert to create investment-focused materials that will contribute to our overall success.

Jonathan brings over 10 years of experience working in domestic and international alternative investments. In his prior position, he served as Principal of a hedge fund in Dubai, U.A.E. and concurrently as Senior Associate at a hedge fund in Austin, Texas, where he oversaw domestic and international business development, marketing, investor relations, operations, and compliance. Previously, Jonathan was an Associate Vice President with a registered investment adviser in Austin, Texas, overseeing a team that was managing assets and building portfolios on behalf of high-net-worth individuals, family offices, and institutions. Jonathan began his career in China with two start-ups, first as a Finance Associate in Hong Kong and then as Chief Financial Officer in Shanghai.

Jonathan earned a B.S. with honors in International Business and an International M.B.A. from Pepperdine University. Jonathan, his wife, son, and two dogs now reside in Houston, Texas, where they spend their time involved with their church, local theater, wine and fine dining, golf, and travel.

Ryan Moritz

Senior Associate

Capital Formation

Ryan 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. 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.

Nikolay Nedev

Senior Associate

Investment Management

Nikolay serves as a Senior Associate – Investment Management. He is responsible for sourcing and evaluating investment opportunities across the full alternatives spectrum, as well as monitoring existing investments. Nikolay also supports the expansion of the firm’s co-investor relationships and assists in portfolio tracking and management.

Nikolay brings over six years of institutional investment experience with a foundation in direct real estate acquisitions. Prior to joining CAZ, he led sourcing, underwriting, and transaction execution at Nhimble and Roofstock, where he supervised investment acquisition teams and executed over $500MM in direct real estate transactions across his career.

Nikolay graduated from The University of Texas at Austin’s McCombs School of Business with a BBA in Finance, and is a CFA charterholder. Outside of work, Nikolay enjoys staying active through hiking, running local 5K and 10K races, and exploring new countries with his wife.

Lila Ontiveros

Strategic Advisor

Lila Ontiveros is a Strategic Advisor 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

Senior Associate

Financial Operations

As a member of our team at Fund Services Group, Pranay Patwa serves as Senior 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.

Justine Petrey-Juarez

Senior Associate

Investor Relations

Justine Petrey-Juarez serves as Senior Associate, Investor Relations at CAZ Investments. In her role, Justine focuses on delivering a seamless experience for the firm’s partners by managing communication workflows, partner onboarding, and internal coordination across investment teams.

Prior to joining CAZ, Justine supported the principal of Robbins Gupta Holdings, a private family office, where she managed complex scheduling and communication workflows, and supported estate, legal, and investment-related initiatives across multiple portfolios spanning 20 business entities.

Born and raised in San Diego, California, Justine earned her bachelor’s degree in International Business from SDSU. She lives in San Diego with her partner Mark and their two pets, and enjoys hiking and spending time with her family.

Stacey Phillips

Senior Vice President

Digital Transformation

Stacey serves as the Salesforce CRM Architect on the Digital Transformation Team. Her primary responsibility is to ensure CAZ’s technology platforms are optimized with a focus on productivity, efficiency, data integrity and security.

Stacey has over 17 years of experience working in Energy and Life Sciences Industries serving in a variety of roles with an emphasis on project and data management, technology and continuous improvements.

A native Houstonian, Stacey graduated Summa Cum Laude from the University of Houston’s Bauer College of Business with a degree in Finance. Stacey enjoys time with family and friends, singing karaoke, and raising butterflies in her backyard. She is also a member of Toastmasters and serves as the Immediate Past President and current Treasurer of her local club.

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.

Zachary Pugh

Senior Associate

Investment Operations

Zachary Pugh is a Senior Associate at Fund Services Group. His responsibilities are within the Outsourced CFO Services team where he focuses on the financial planning and reporting processes for our clients. This involves advanced accounting processes such as consolidations and preparation of accounting reports, overseeing accounting input processes such as payroll, vendor pay, and cash reconciliation, and supporting the onboarding/offboarding process for team members of our clients.

Zachary has over 15 years of experience in accounting and finance. Prior to joining FSG, Zachary worked in the Financial Services industry for several different firms including State Street Bank, JPMorgan and Charles Schwab. He has also worked as a government accountant for the State of Colorado. Zachary obtained a Bachelor of Arts degree from Colorado College, and completed his MBA in Finance and Accounting at Regis University.

Zachary appreciates spending time with family and friends, reading about history and trying new restaurants. He also enjoys time outdoors playing sports, hiking in nature and traveling to all parts of the world.

Travis Rawson

Vice President

Talent Recruiting

Dylan Reynolds

Vice President

Investor Relations

Dylan serves as Vice President, 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

Vice President

Investment Operations

As a member of our team at Fund Services Group, Sherry Richmond serves as Vice President – 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.

Christa Rowden

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.

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

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Marilyn Sanchez serves as Senior 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.

Kali Sawyer

Senior Associate

Investment Operations

As a member of our Team at Fund Services Group, Kali Sawyer serves as Senior Associate – Investment Operations. Her responsibilities are within the Outsourced Investor Services team where she focuses on supporting our client’s investor transactions, maintaining investor records within client systems, managing and monitoring capital activity, and addressing any other transactional needs for our client’s funds or investors. This involves significant interaction with client investors and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Kali was a Senior Investor Relations Associate at a multi-national fund administrator. Kali holds a Bachelor’s in Business Administration with a concentration in Operations & Supply Chain Management from North Carolina State University. She is currently pursuing her Master of Business Administration at North Carolina State University.

Kali and her husband, Jacob, enjoy traveling, trying new restaurants, and spending time with friends and family.

John-David Seelig

Data Engineer

Digital Transformation

John-David Seelig serves as Data Engineer on the Digital Transformation Team at CAZ Investments. He is responsible for building scalable data infrastructure, transforming complex datasets, and delivering insights that enhance reporting clarity and operational efficiency across the firm.

John-David brings over a decade of experience applying scientific methodologies to financial data, with a focus on quantitative research, algorithmic trading, and systematic strategy development. He previously led data initiatives at Rose AI and served as a high-frequency quantitative analyst at Tradebot Systems.

He has conducted laboratory research at NASA Glenn Research Center and the University of Missouri Research Reactor (MURR), and is published in professional scientific journals. John-David holds a Ph.D. and M.S. in Nuclear Engineering from the University of Missouri and a B.S. in Chemical Engineering from UC Berkeley. He also holds the Chartered Market Technician (CMT) designation.

Outside of work, John-David enjoys traveling to explore new places and is a lifelong student of science, finance, and history.

Nelson Segura

Vice President

Finance

Nelson serves as the Vice President of Finance, where he leads CAZ Investments’ financial and capital planning initiatives that strengthen fiscal performance and support sustainable growth. As a key member of the Chairman’s Office, and both the Executive and Operating Committees, he plays a pivotal role in shaping the firm’s financial vision and direction.

With more than 20 years of experience in the energy and private equity sectors, Nelson has successfully led global teams to streamline complex operational processes and deploy innovative financial strategies that reduce corporate costs, enhance financial reporting accuracy, and consistently deliver positive measurable results.

Nelson holds a Bachelor of Business Administration in Accounting and a Master of Business Administration in Information Systems from Auburn University, as well as a Master of Science in Finance from The University of Oklahoma. In addition, he is a Certified Public Accountant (Texas) and a Chartered Global Management Accountant.

Outside of work, Nelson is dedicated to his family, and he enjoys spending time with his wife Angela, son Liam, and their dog Lily.

Ari Silverman

Senior Associate

Investment Operations

As a member of our team at Fund Services Group, Ari Silverman serves as Senior 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.

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.

Kylie Tidmore

Partner Experience Coordinator

Capital Formation

Kylie serves as a Partner Experience Coordinator within the Capital Formation Team. She supports the execution of CAZ’s Partner experience strategy, creating raving fans through thoughtful, high-touch events and engagement initiatives that deepen relationships with the firm’s Partners nationwide.

Before joining CAZ, Kylie gained experience in event coordination, operations, and client experience across multiple industries, including time at Fox News in New York City.

Kylie holds a Bachelor’s degree in Biblical Studies and a Master’s Certificate in Business Administration and Communications.

A native Houstonian, Kylie is thrilled to be back in Texas. Outside of work, she enjoys walking with friends, playing pickleball, exploring theatre and museums, and serving at her church.

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.

Olivia Tolkinen

Associate

Talent Development

Olivia serves as 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 oversees onboarding and designs ongoing development programs to empower the CAZ Team.

Prior to joining CAZ, Olivia served as a Human Resource Business Partner at Phillips 66, where she focused on career development. Olivia earned her Master of Human Resource Management from The Ohio State University and holds a Bachelor of Arts in Communication from Michigan State University where she was a Division I student-athlete on the rowing team.

Outside of work, Olivia enjoys staying active, crafting, serving the community, and spending time with her family, friends and dog.

Ashton Torres

Director

Investment Operations

As a member of our team at Fund Services Group, Ashton Torres 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.

Owen Schneider

Vice President

Investment Strategies

Owen serves as Vice President – Investment Strategies at CAZ Investments. He is responsible for organizing and supporting the Investment Committee Members’ responsibilities, including investment diligence, portfolio management, firmwide strategy, and organization management. Owen 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, Owen previously worked as an Associate in the Energy & Infrastructure group at ING Capital in Houston. He supported the evaluation, structuring, and execution of complex project finance transactions, primarily in the Renewable & Power sector. Prior to joining ING, Owen completed a rotational analyst program at Cadence Bank, where he gained experience across corporate, real estate, energy, and technology banking. He also underwrote private equity, credit, and real estate fund investments as part of the bank’s Alternative Investments team.

Owen holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Arkansas, Walton College of Business, where he served in numerous leaderships positions across the Interfraternity Council, Freshman Executive Board, and Phi Gamma Delta fraternity. A native of Houston, he enjoys spending time with his wife and daughter and has a passion for golf, snowboarding, cooking, and travel.

Ally Stills

Associate

Marketing

Ally serves as a Marketing Associate at CAZ, creating compelling content to enhance the brand’s visibility and engagement. She assists in ensuring that CAZ marketing efforts align with the firm’s goals and values. Prior to joining CAZ, Ally spent five years as a Marketing Coordinator in the AEC industry, refining her strategic marketing expertise.

Ally holds a Master of Science in Data Science from Northwestern University and a Bachelor’s degree in Marketing from LIM College. She brings a wealth of creative and technical knowledge to the team.

Outside of work, Ally can be found at a workout class, spending time at the dog park with her dog, Gracie, spending time with her family, or exploring Texas to find unique home décor pieces as she is an avid interior-design enthusiast.

Alex Thorne

Vice President

Investor Relations

Alex serves as Vice President, 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 husband, friends and family. Alex is an avid skier and also enjoys dirt biking, horseback riding, hiking, wake surfing, and Pilates.

Jade Tran

Associate

Investment Operations

Jade Tran is an Associate at Fund Services Group in our Outsourced CFO Services area that focuses on tax matters for our clients, such as federal and state tax compliance and comprehending the tax implications and structuring requirements for private fund structures. Her primary responsibilities include assisting in the review of tax allocations and book-to-tax adjustments for private funds, assisting in the review of federal and state tax returns, and ensuring the timely delivery and filing of K-1s and tax returns.

Prior to joining FSG, Jade spent time in the tax practice at Deloitte gaining exposure to a wide variety of domestic and offshore hedge funds, private equity funds, and real estate funds. During Jade’s time in public accounting, she provided tax services to alternative investment managers and their funds. Jade holds a Bachelor’s in Accounting and Finance from West Chester University in Pennsylvania.

In her free time, Jade enjoys gardening, cooking and spending time with family.

Vivian Tran

Associate

Investment Operations

Vivian Tran is an Associate at Fund Services Group. Her responsibilities are within the Outsourced Investor Services team where she focuses on the money movements required to support our client’s investor transactions, complete investments by the client’s fund, and address any other transactional needs. This involves significant interaction with client investors within the capital call, capital distribution, subscription, and redemption processes and a constant focus on the controls required to manage transactional risks at our clients.

Prior to joining FSG, Vivian worked as a Customer Relations Specialist in the petrochemicals industry and completed an internship with Amazon working alongside area managers. Vivian holds a Bachelor of Business Administration in Management Information Systems from the University of Houston.

In her free time, Vivian enjoys junk journaling, playing board and card games, walking her dog in the park, reading, swimming, and spending time with family and friends. She also loves to try out new restaurants.

Hannah Trippett

Vice President of Programming

Marketing

Hannah Trippett serves as Vice President – Programming within our 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.

Ambareen Virani

Senior Associate

Investor Relations

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

Prior to working at CAZ, Ambareen worked as a consultant for 3 years at a tax consulting firm in Houston. Ambareen earned a Bachelor of Arts in Economics with a minor in Business Administration at the University of Texas Austin. Outside of work, she enjoys trying new food spots, Pilates, and baking.

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.

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

Senior Vice President

Capital Formation

Charlie serves as Senior 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.