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.
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.