Mark Wade Caia

Partner at CAZ Investments

Mark Wade, CAIA has extensive work experience in the financial and medical industries. Mark began their career as a Clinical Consultant and Field Trainer at Mitek Sports Medicine in 2009, where they worked until 2013. Following that, they served as the Regional Sales Manager at the same company from 2013 to 2014. In 2014, Mark joined St. Jude Medical as a Territory Manager and worked there until 2016. Currently, they are associated with CAZ Investments. Mark started at the company in 2016 as a Senior Vice President in Investment Strategies and was later promoted to Director of Investment Strategies in 2018. Currently, they hold the position of Managing Director at CAZ Investments.

Mark Wade, CAIA completed their education at Rice Business - Jones Graduate School of Business from 2014 to 2016, where they obtained a Master of Business Administration (M.B.A.) with a focused study in finance and strategy. Prior to that, they attended the University of Virginia from 2005 to 2009, where they earned a degree in Foreign Affairs with a specialization in the Middle East. In addition to their educational background, Mark Wade, CAIA also holds a certification as a Chartered Alternative Investment Analyst obtained from the CFA Institute in November 2017, as well as a Series 65 certification obtained from the Financial Industry Regulatory Authority (FINRA) in July 2016.

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Timeline

  • Partner

    May 1, 2024 - present

  • Managing Director

    July, 2020

  • Director Investment Strategies

    September, 2018

  • Senior Vice President Investment Strategies

    July, 2016