CAZ Investments
Nicole Engel has a diverse work experience in the investment and finance industry. Nicole is currently serving as the Vice President - Investment Strategies at CAZ Investments since April 2021. Prior to this role, Nicole worked as the Marketing Operations Manager at Hightower Advisors from October 2019 to March 2021. Nicole also held the position of Director, Chief of Staff - Sales & Marketing at Astor Investment Management LLC from April 2018 to April 2019. Before that, Nicole worked as an Associate Regional Director at LJM Partners from May 2015 to February 2018 and as a Senior Internal Sales Associate at William Blair & Company from March 2013 to May 2015. Nicole also gained valuable experience as a Portfolio Advisor at Kayne Anderson Rudnick from January 2008 to March 2009 and as an Associate Product Manager at Bel Air Investment Advisors from September 2006 to February 2008. Nicole's early career included a role as an Assistant Vice President at Trust Company of the West from July 2004 to September 2006.
Nicole Engel obtained their Associate of Arts (A.A.) degree in Mathematics from Moorpark College, where they studied from 1997 to 1999. After completing their associate degree, they pursued further education at UCLA from 1999 to 2001, earning a Bachelor of Science (BS) degree in Mathematics. In addition to their academic qualifications, Nicole has obtained several certifications in the financial industry. Nicole received the Series 7 certification from the Financial Industry Regulatory Authority (FINRA) in May 2013 and the Series 66 certification in April 2014. In September 2015, they obtained the Series 3 certification from FINRA. Later, in February 2019, Nicole became a Certified Digital Marketing Professional through the Digital Marketing Institute.
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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.