Mark Wehrman

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.