CAZ Investments
Charlie Zeller, CFA has a diverse work experience spanning various industries. Charlie currently holds the position of Vice President at CAZ Investments, which they joined in August 2022. Prior to this, Charlie worked at Baird as an Investment Banking Associate from January 2020 to May 2022, and as an Investment Banking Analyst from August 2018 to December 2019. Charlie also served at Dimensional Fund Advisors as a Senior Associate from January 2017 to July 2018, and as an Associate from August 2014 to December 2016. Charlie started their career as an Audit Intern at Deloitte & Touche LLC in June 2013. Additionally, they have a background in sports as a Varsity Football player at the University of Michigan from September 2010 to January 2013.
Charlie Zeller, CFA has a Master's Degree in Accounting from the University of Michigan - Stephen M. Ross School of Business, which they obtained from 2013 to 2014. Prior to that, they completed their Bachelor of Business Administration (BBA) degree at the same institution from 2010 to 2013. Charlie also attended Cherry Creek High School from 2005 to 2009.
In terms of certifications, Charlie is a Chartered Financial Analyst (CFA) Charterholder, which they obtained in February 2018 from the CFA Institute. Charlie also has additional certifications such as Certified Public Accountant, Series 63, and Series 7, although the specific details of when and where they obtained these certifications are not provided.
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CAZ Investments
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AZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since their inception, they have focused their efforts on finding excellent opportunities to invest their personal money and then providing the ability for their clients to co-invest with us. They exist to provide Access toInnovative Investments.Over the years they have evolved their business model to be quite different than the vast majority of other investment management companies in a couple of ways.First, they always invest their personal capital alongside their clients. They have more than $100mm of their personal capital committed to their investment vehicles. They provide access to their clients to co-invest with us in these vehicles that they believe will provide the best opportunities for their family’s money.Second, because of the scale of the investments that they make, they have access to opportunities that would otherwise not be available to families with less than $250mm - $500mm of investable assets. Quite simply, there are many investments that they can provide for their clients that they could never access on their own.