CAZ Investments

Partner responsible for sourcing and evaluating investment themes and monitoring existing investments. Brings over a decade of investment-specific experience including asset management, business development, and client relations. Most recently served as Senior Investment Advisor and Portfolio Manager to a healthcare-focused private equity manager.

Managing Director leading the Capital Formation, Investor Relations, and Marketing Teams with over 30 years of experience in external-facing and leadership roles within the investment industry. Specializes in capital formation, consultant relations, and investor relationship management across diverse financial strategies.

Managing Director of Investment Management leading the Investment Management Team with over two decades of experience building world-class investment organizations. Expertise spans healthcare, higher education, corporate, and family office settings with proven ability to develop and manage multi-billion-dollar investment platforms.

Managing Director of Investment Operations responsible for maintaining efficient, regulatorily compliant investment operations and overseeing technological systems. Brings over 20 years of investment company operational experience, compliance expertise, and regulatory oversight from Merrill Lynch.

Chief Financial Officer responsible for directing all financial matters and leading firm interfaces with auditors and vendors. CPA licensed in Texas with nearly a decade of financial and accounting experience. Most recently served as Chief Financial and Chief Compliance Officer at Stratfor.

Partner responsible for cultivating strategic capital partnerships and developing investment capital pools. Brings nearly a decade of healthcare industry experience from Johnson & Johnson and St. Jude Medical, working within orthopedics and neurosurgery sectors.

Partner leading portfolio management and investment diligence with over 20 years of investment management experience. Expertise includes derivatives, options, futures, commodities, swaps, hedge funds, and private markets. Previously co-founded and served as Co-Portfolio Manager at Absolute Private Wealth Management LLC.

Chief of Staff operating alongside the Chairman to execute business objectives and responsible for portfolio management, sourcing, and monitoring investments. Brings extensive leadership and investing experience, previously serving as President, Chief Operating Officer, and Chief Financial Officer of PlantSwitch.

Managing Director and Chief Operating Officer responsible for overseeing operational and technology infrastructure. Brings extensive technology leadership and strategic management experience specializing in business process optimization, organizational scaling, and cross-team collaboration.

Executive Assistant to the Chairman responsible for day-to-day operational logistics in the Chairman's office. Brings nearly a decade of executive office operations, high-level event management, and board and government relations experience from the American Enterprise Institute.

Director of Marketing Operations optimizing and scaling firm marketing efforts to support investor demand. Brings two decades of marketing and communications experience primarily in alternative investments. Previously served as head of private wealth marketing at Hines, a global real estate investment manager.

Executive Director of Capital Formation with over 20 years of experience in external-facing and leadership roles within the investment industry. Specializes in capital formation, broker dealer relations, investor relationship management, and team development across diverse financial strategies.

Director of Investor Relations facilitating outside investors' ability to co-invest with the firm. Brings over 10 years of financial services experience with various roles in client service and business development in the wealth management industry.

Director of Capital Formation with more than a decade of alternative investment experience. Began career at Morgan Stanley Investment Management and most recently worked at Abbey Capital, a major CTA allocator, where he led US client relations.

Director of Marketing Strategy maintaining and facilitating the firm's branding and marketing efforts. Most recently served as Investor Relations & Education Manager at Rockstar Capital, a multifamily real estate investment firm.

Senior Associate within Capital Formation responsible for sourcing and evaluating investment themes and monitoring existing investments. Brings broad investment management experience across private markets, credit, valuation, and transaction execution.

Executive Director of Talent Acquisition managing recruitment systems to ensure consistency with company culture and values. Brings over two decades of talent recruiting and executive search experience. Previously owned a Retained Executive Search Firm and advised boards and C-suites on talent strategies.

Executive Director of Talent Development responsible for promoting firm mission and culture through coaching and developing the team. Brings over two decades of results coaching, sales, and marketing experience. Master Certified Coach through Tony Robbins organization with NLP and StoryBrand certifications.

Senior Administrative Assistant supporting the Executive Assistant to the Chairman with tactical administrative responsibilities. Brings previous careers in administration, property management, real estate, and lending.

Executive Director of Capital Formation with over 25 years of experience in external-facing and leadership roles within the investment industry. Specializes in capital formation, broker dealer relations, investor relationship management, and team development across diverse financial strategies.

Director overseeing financial reporting, compliance, legal and related processes for the firm and private funds. CPA licensed in Texas with nearly two decades of financial and accounting experience. Most recently supported Enbridge Inc. in budget, forecasting, and SOX compliance roles.

Andy Callahan is Executive Assistant to the Chairman and Chief Investment Officer at CAZ Investments. Callahan previously supported multiple officers, including the president and executive vice president, at a non-profit organization with $43.5 million in annual operating revenue, and has experience working with a board of trustees, high net worth individuals, and government officials.

Jill Klinvex is a Principal at CAZ Investments, where she works with family offices, registered investment advisors, and institutional investors on co-investment opportunities. Previously, she served as Venture Principal at Capital Factory, where she launched the Texas Fund and sourced early-stage venture investments, and began her venture capital career at Loeb Enterprises evaluating investment opportunities and supporting portfolio companies.