CAZ Investments
Spencer Woolfolk is an accomplished finance professional with extensive experience in wealth management and investment analysis. Currently serving as Vice President at CAZ Investments since April 2024, Spencer has previously held key roles at BMO Wealth Management - U.S., including Private Wealth Advisor, Senior Wealth Analyst, and Wealth Analyst from November 2021 to April 2024. Prior to that, Spencer worked as a Senior Investment Specialist at Bank of America Merrill Lynch and as a Collateral Analyst at Credit Suisse. Early career experience includes a Market Research Internship at Delta Executive Search and a Summer Internship at Clinton Group, Inc., where responsibilities involved financial analysis and monitoring investment performance. Spencer holds a Bachelor of Science in Finance from Elon University, earned in 2017.
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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.