CAZ Investments
James Stuard has a strong background in finance and accounting with experience in various leadership roles. James currently holds the position of Vice President of Finance at CAZ Investments. Prior to that, they served as Vice President - Controller at XL Parts from February 2021 to April 2023. James worked at Christian Brothers Automotive as Corporate Controller from October 2018 to February 2021 and as Franchise Controller from June 2017 to October 2018. James also worked at Kennedy Private Client Services as a Senior Accountant from February 2016 to May 2017. James began their career at Interstate Batteries as a Staff Accountant, where they gained experience in managing corporate assets, project accounting, financial analysis, and audit support. James holds a MABS, MACE, CPA, and MBA, demonstrating their commitment to professional development.
James Stuard has a diverse education history that includes degrees in various fields. James holds a Master of Business Administration (MBA) degree from the West Texas A&M University College of Business, where they achieved a perfect GPA of 4.00. At the Dallas Theological Seminary, they pursued a Dual Masters program in Education Administration and Biblical Studies, earning a notable GPA of 3.93. Additionally, James Stuard completed their undergraduate studies at Grand Canyon University, receiving a Bachelor of Science (BS) degree in Accounting with a GPA of 3.94. James also holds the certification of Certified Public Accountant (CPA) from the Texas State Board of Public Accountancy.
CAZ Investments
1 followers
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.