CAZ Investments

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CAZ Investments Employees

Employee
Years
Job
Industry
Matt Lindholm, CAIA Matt Lindholm, CAIA Houston, Texas Area Details
Matt Lindholm, CAIA's CAZ Investments Experience June 2014 - Present
Job Vice President at CAZ Investments
Industry Financial Services
Experience
CAZ Investments   June 2014 - Present
Absolute Private Wealth Management   September 2010 - December 2013
Titan Trading   May 2007 - September 2010

Skills
Asset Management, Equities, Investments, Portfolio Management, Alternative Investments, Hedge Funds, Asset Allocation, Private Equity, Derivatives, Trading, Capital Markets, Mutual Funds, Financial Modeling, Series 7, Commodity, Valuation, Due Diligence, Wealth Management, Fixed Income, Investment Banking

Education
2015 Level II Candidate in the CFA Program

Texas A&M University - Mays Business School   1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance

Texas A&M University   1999 — 2003
Business, Finance

Isaiah Massey Isaiah Massey Houston, Texas Area Details
Isaiah Massey's CAZ Investments Experience June 2014 - Present
Job CFO at CAZ Investments
Industry Investment Management
Experience
CAZ Investments   June 2014 - Present
Stratfor  March 2012 - June 2014
Stratfor Enterprises, LLC   November 2011 - March 2012
Deloitte & Touche  August 2009 - November 2011

Skills
Budgets, Due Diligence, Financial Modeling, Financial Reporting, IFRS, Auditing, Internal Controls, Management

Education
The University of Texas at Austin

Lesley Heard Lesley Heard Austin, Texas Area Details
Lesley Heard's CAZ Investments Experience October 2009 - March 2012
Job Director TCS Volleyball
Industry Nonprofit Organization Management
Experience
TCS Volleyball   September 2012 - Present
Dorchester Capital Advisors, LLC  March 2012 - September 2012
CAZ Investments   October 2009 - March 2012
Austin Capital Management  2008 - 2009

Skills
Hedge Funds, Portfolio Management, Fund Of Funds, Coaching, Volleyball, Strategy, Public Speaking, Management, Derivatives, Strategic Planning, Mergers & Acquisitions, Mutual Funds, Venture Capital, Social Media

Education
The University of Texas at Austin   2006 — 2008
Bachelor's degree, Mathematics

Texas State University-San Marcos   2004 — 2005

Keith Jaworski CFA Keith Jaworski CFA Greater Atlanta Area Details
Keith Jaworski CFA's CAZ Investments Experience November 2001 - March 2008
Job Partner Research Director & Senior Portfolio Manager at Patton Albertson & Miller, LLC
Industry Investment Management
Experience
Patton Albertson & Miller, LLC   January 2012 - Present
Falcon Asset Management   May 2008 - January 2012
CAZ Investments   November 2001 - March 2008
GMT Capital  1997 - 1999

Skills
Portfolio Management, Investments, Alternative Investments, Asset Management, Equities, Mutual Funds, Hedge Funds, Financial Modeling, Asset Allocation, Management, Investment Management, Wealth Management, Valuation, Fixed Income, Risk Management, Finance, Securities

Education
Carnegie Mellon University
BS, Industrial Management

George Mason University - School of Business
MBA coursework - 27 credit hours

Rujia Jiang Rujia Jiang Stanford, California Details
Rujia Jiang's CAZ Investments Experience May 2014 - August 2014
Job Graduate Student at Stanford University
Industry Financial Services
Experience
Bank of America Merrill Lynch  June 2015 - August 2015
Pacific Pension & Investment Institute (PPI)   April 2015 - May 2015
CAZ Investments   May 2014 - August 2014
Weatherford  April 2013 - June 2014
Rice University  August 2012 - May 2014
James A. Baker III Institute for Public Policy -- Rice University  January 2013 - December 2013
School of Social Sciences, Rice University   April 2013 - August 2013
Rice University  September 2012 - May 2013
Rice University Economics Department   June 2012 - January 2013
Bank of China  May 2012 - June 2012

Skills
Matlab, Data Analysis, Mandarin, Research, Stata, Microsoft Office, Statistics, Microsoft Excel, R, Access, SAS, LaTeX, AMPL, Chinese, Cantonese, Photoshop, Databases, C++, Python, VBA

Education
Stanford University   2014 — 2016
Master's Degree, Computational and Mathematical Engineering, Computational and Mathematical Finance

Rice University   2011 — 2014
Bachelor of Arts (B.A.), Computational and Applied Mathematics, Economics, Magna Cum Laude, President's Honor Roll (2011, 2012, 2013, 2014)

Guangdong Experimental High School   2008 — 2011
High School

Rebecca Hollas Rebecca Hollas Houston, Texas Details
Rebecca Hollas's CAZ Investments Experience August 2003 - July 2006
Job Director of Operations at Chilton Capital Management
Industry Investment Management
Experience
Chilton Capital Management  July 2006 - Present
CAZ Investments   August 2003 - July 2006

Skills
Operations Management, Microsoft Excel, PowerPoint, Process Improvement, Account Management, Customer Service, Microsoft Office, Leadership

Education
University of Houston   2002 — 2006
Bachelor of Science (BS), Political Science and Business Management

University of Houston   2002 — 2006
Political Science and Business Management, Political Science and Government

Shelby Wells Shelby Wells Houston, Texas Details
Shelby Wells's CAZ Investments Experience June 2014 - September 2014
Job Project Manager at The Wells Group Inc.
Industry Investment Management
Experience
The Wells Group Inc.   October 2014 - Present
CAZ Investments   June 2014 - September 2014
Houston Texans  July 2013 - December 2013
Texas Team Junior Golf   September 2011 - December 2013
Tonkaway Ranch   September 2012 - June 2013
Cheddar's Casual Cafe  June 2012 - October 2012
The Wells Group  May 2011 - August 2012

Skills
Public Relations, Sports Management, Communication, Event Planning, Time Management, Customer Service, Transcription, Sales Operations, Microsoft Office, Microsoft Excel, Social Media, Marketing, Coaching, Teamwork

Education
Texas A&M University   2010 — 2013
Bachelor of Science (BS), Sports Management

Jennifer Chohan Jennifer Chohan Houston, Texas Area Details
Jennifer Chohan's CAZ Investments Experience February 2015 - Present
Job Finance and Client Service Professional
Industry Financial Services
Experience
CAZ Investments   February 2015 - Present
Merrill Lynch Bank of America  May 2012 - February 2015
Everest Academy  December 2010 - May 2012
Merrill Lynch  July 2006 - December 2006
Merrill Lynch  July 2004 - July 2006
Merrill Lynch  February 2004 - June 2004
Merrill Lynch  February 2001 - February 2004

Education
University of Maine
Business Administration

Jonathan Sempsrott, CAIA Jonathan Sempsrott, CAIA Austin, Texas Area Details
Jonathan Sempsrott, CAIA's CAZ Investments Experience October 2009 - March 2013
Job Fund Director at Stallion Capital Management
Industry Financial Services
Experience
Keyrenter Property Management - Austin   July 2015 - Present
Stallion Capital Management   April 2013 - Present
CAZ Investments   October 2009 - March 2013
Austin Capital Management  May 2006 - April 2009
Austin Capital Management  May 2004 - May 2006

Skills
Due Diligence, Hedge Funds, Alternative Investments, Investments, Fund Of Funds, Equities, Valuation, Asset Management, Portfolio Management, Financial Services, Mutual Funds, Fixed Income, Fund Accounting, Securities, Finance, Investment Management, Fund Administration, Private Equity, Investor Relations, Trading, Financial Modeling, Bloomberg, Capital Markets

Education
Indiana Wesleyan University   2001 — 2003
BS, Business Information Systems

Indiana Wesleyan University
Bachelor's degree

Christopher Hausman, CMT Christopher Hausman, CMT Durango, Colorado Details
Christopher Hausman, CMT's CAZ Investments Experience January 2002 - December 2003
Job Senior Trader, Chief Market Technician at Swan Global Investments
Industry Investment Management
Experience
Swan Global Investments   March 2015 - Present
Saliba Portfolio Management   January 2004 - February 2015
CAZ Investments   January 2002 - December 2003
Saliba Trading Company (STC, LLC)   April 1999 - December 2001
Wolverine Trading  February 1996 - January 1999
International Trading Institute  August 1995 - January 1996
NationsBanc Capital Markets  December 1994 - July 1995
J.E. Robert Companies   July 1994 - November 1994

Skills
Electronic Trading, Equity Trading, Hedge Funds, Trading Systems, Trading, Equities, Options, Financial Markets, Derivatives, Equity Derivatives, Securities, Portfolio Management, Hedging, Commodity, ETFs, Trading Strategies, Bloomberg, FX Options, Series 7, Fixed Income, Proprietary Trading, Stock Trading, Mutual Funds

Education
University of Pennsylvania - The Wharton School   1990 — 1994
Bachelor of Science (B.S.), Finance

St. Joseph Academy   1986 — 1990

The University Of Chicago Graduate School of Business

Jane Luciano Jane Luciano Houston, Texas Area Details
Jane Luciano's CAZ Investments Experience April 2007 - November 2007
Job Ultrasonographer at Baylor College of Medicine Urology
Industry Hospital & Health Care
Experience
Baylor College of Medicine  December 2012 - Present
OUR LADY OF LOURDES OUTREACH LABORATORY   March 2011 - December 2012
SONOGRAPHERS-ON-SITE   July 2009 - December 2012
CAZ INVESTMENTS   April 2007 - November 2007
J.P. MORGAN PRIVATE CLIENTS SERVICES   January 2006 - January 2007
Wells Fargo Investments  January 2003 - January 2006

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Cpr Certified, Healthcare, Teamwork, Medical Terminology, Photoshop, Social Media, Windows, Access

Education
Sanford Brown College   2007 — 2009
Certificate, Diagnostic Medical Sonography

Louisiana State University   1999 — 2003
Bachelor of Science, Business Marketing

Sharde Henley Sharde Henley Houston, Texas Area Details
Sharde Henley's CAZ Investments Experience January 2013 - August 2014
Job Analyst
Industry Investment Management
Experience
Salient Partners  August 2014 - Present
CAZ Investments   January 2013 - August 2014
Merrill Lynch  August 2011 - January 2013
Wells Fargo  March 2009 - August 2011

Skills
Accounting, Banking, Business Process, Credit, Customer Service, Finance, Financial Analysis, Investments, Team Building, Wealth Management

Education
Abilene Christian University
Bachelor of Business Administration (BBA), Business Administration and Management, General