CAZ Investments
Lucia H. has over two decades of experience in the finance and investment industries, currently serving as the Director of Business Intelligence at CAZ Investments since September 2013. Previously, Lucia held various leadership roles at JPMorgan Chase & Co., including Senior Vice President and Assistant Vice President in Business Banking. Early in the career, Lucia was a Financial Specialist at State Farm Insurance and worked as an Operations Analyst at AIG VALIC, along with a role in Inside Sales at Bank United Securities. Lucia earned a Bachelor of Business Administration in Financial Planning and Services from Baylor University - Hankamer School of Business between 1995 and 1999.
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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.