Charlie Zeller

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.