CAZ Investments
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CAZ Investments Employees
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
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
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
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
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
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
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
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
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
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
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
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