CAZ Investments
Mark Wehrman has extensive experience in the financial and investment industry. Mark is currently working as a Senior Vice President at CAZ Investments, where they are responsible for investment strategies. Prior to this, Mark worked as a Strategic Advisor in Private Family Office and Carmenta Management, LLC, focusing on private markets and growth equity and venture capital investments. Mark also held positions at Lazard, Institutional Global Investors, LLC, AlphaShares, LLC, Renaissance Technologies LLC, Bear Stearns Companies, and Merrill Lynch, gaining expertise in capital advisory, capital formation, business development, investor relations, institutional marketing, and equity sales and trading.
Mark Wehrman attended California Polytechnic State University-San Luis Obispo from 1997 to 2001, where they obtained a Bachelor's degree in Business, with a focus on Finance and Organizational Communication. In 1999, they also attended Northwestern University - Kellogg School of Management for a brief period to study Business, Leadership, and Management. Additionally, Mark completed the Alternative Investments program as part of the 23/24 Cohort at Harvard Business School Online. In terms of certifications, they hold a Series 31 License, Series 63 License, and Series 7 License from FINRA/NASD. The specific months and years they obtained these certifications are not provided.
This person is not in any offices
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.