CAZ Investments
Ricardo Perusquia Jr. started their work experience as an Intern Associate at Dimensional Fund Advisors in 2014. Ricardo later became an Associate at the same company from 2015 to 2017. In 2018, Ricardo worked as an Investment Banking Summer Associate at Credit Suisse. From 2017 to 2019, they pursued an MBA at the University of Virginia Darden School of Business. After completing their degree, Ricardo joined Credit Suisse as an Investment Banking Associate from 2019 to 2021. Currently, they hold the position of Vice President at CAZ Investments, starting in June 2021.
Ricardo Perusquia Jr. completed their education starting from 1998 to 2011 at The Kinkaid School, where they obtained a High School degree. Subsequently, from 2011 to 2015, they attended The University of Texas at Austin and obtained a Bachelor's Degree in Economics. During their undergraduate years, they also participated in a Summer School program at The London School of Economics and Political Science (LSE) in 2013, focusing on Economics. Continuing their educational journey, from 2017 to 2019, Ricardo pursued a Master of Business Administration (MBA) degree at the University of Virginia Darden School of Business, specializing in Corporate Finance and Investment Banking, Asset Management, and Entrepreneurship.
In addition to their academic achievements, Ricardo Perusquia Jr. has obtained several certifications related to the financial industry. Ricardo earned the Series 7 certification from FINRA in November 2015, followed by the Series 66 certification in December 2016. Ricardo obtained the SIE certification from FINRA in June 2017 and the Series 79 certification in August 2019. These certifications showcase their commitment to expanding their knowledge and expertise in the field of finance.
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.