CAZ Investments

Partner responsible for sourcing and evaluating investment themes and monitoring existing investments, and a member of the Executive Committee. He has over a decade of investment experience, previously serving as a senior investment advisor and portfolio manager at a healthcare-focused private equity manager, and holds the CAIA designation.

Partner responsible for cultivating strategic capital partnerships and developing pools of capital, and a member of the Investment Committee. He joined CAZ in 2016 after nearly a decade in healthcare with Johnson & Johnson and St. Jude Medical, and holds the CAIA designation.

Partner who leads portfolio management and investment diligence and sits on the Executive and Investment Committees. He joined CAZ in 2014 with over 20 years of investment experience in derivatives, commodities, hedge funds and private markets, and holds the CAIA designation.

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 leading the Capital Formation, Investor Relations, and Marketing teams and a member of the Executive Committee. He has over 30 years of experience in investor-facing and leadership roles across equity, fixed income, private markets, and alternatives.

Managing Director of Investment Management leading the Investment Management team and a member of the Executive and Investment Committees. He has over two decades of experience building investment organizations across healthcare, higher education, corporate, and family office settings.

Senior Vice President of Investment Management responsible for sourcing, evaluating, and monitoring investments and facilitating outside investor co-investment. He has over 10 years of finance experience, most recently as VP at McNair Interests, and previously an analyst at HFF.

Executive Assistant to the Chairman handling day-to-day operational logistics in the Chairman's office. She previously ran the executive office and special events for the American Enterprise Institute with nearly a decade of executive office and event management experience.

Director of Marketing Operations focused on optimizing and scaling the firm's marketing efforts. She has two decades of marketing and communications experience in alternative investments, previously heading private wealth marketing at Hines.

Executive Director of Capital Formation leading the Capital Formation team and a member of the Executive Committee. He has over 20 years of investor-facing and leadership experience across equity, fixed income, private markets, real estate, and alternatives.

Managing Director of Investment Operations at Fund Services Group, responsible for compliant investment operations, process and systems improvement, and day-to-day technology operations, and a member of the Executive Committee. She joined from Merrill Lynch with over 20 years of investment operations and compliance experience.

Director of Investor Relations focused on facilitating outside investors' ability to co-invest with the firm. She brings over 10 years of financial services experience in client service and business development within wealth management.

Chief Financial Officer at Fund Services Group, directing the firm's financial matters and interface with auditors and vendors, and a member of the Executive Committee. A Texas-licensed CPA, he previously served as CFO/CCO at Stratfor and as a senior audit assistant at Deloitte.

Director of Capital Formation responsible for sourcing and evaluating investment themes and facilitating outside investor co-investment. He has more than a decade of alternative investment experience, beginning at Morgan Stanley Investment Management and most recently at Abbey Capital.

Director of Marketing Strategy responsible for the firm's branding and marketing efforts. He previously served as Investor Relations & Education Manager at Rockstar Capital, a multifamily real estate investment firm.

Senior Associate on the Capital Formation team responsible for sourcing and evaluating investment themes and facilitating outside investor co-investment. He previously worked at Harvest Partners on valuation and portfolio analysis and began his career at TIAA in private credit fund structuring.

Executive Director of Talent Acquisition responsible for scaling the team and managing recruitment systems. She has over two decades of experience in talent recruiting, executive search, and succession planning and previously owned a retained executive search firm.

Executive Director of Talent Development responsible for promoting the firm's culture and values, sourcing and onboarding talent, and running development programs, also assisting with marketing and branding. He has over two decades of experience in coaching, sales and marketing, including roles at StoryBrand and Tony Robbins companies.

Managing Director and Chief Operating Officer overseeing the firm's operational and technology infrastructure and a member of the Executive Committee. He has extensive experience in technology leadership and operational scaling and holds a B.S. in Computer Engineering Technology from the University of Houston.

Senior Administrative Assistant supporting the Executive Assistant to the Chairman with administrative responsibilities in the Chairman's office. She previously worked in administration, property management, real estate, and lending.

Executive Director of Capital Formation leading the Capital Formation team and a member of the Executive Committee. He has over 25 years of investor-facing and leadership experience across equity, fixed income, private markets, real estate, and alternatives.

Director at Fund Services Group responsible for financial reporting, compliance, and legal processes for the firm and its private funds. A Texas-licensed CPA, she previously worked at Enbridge and as a senior manager at Deloitte.

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.