Fundraising Fox

Clark Edlund

Investor

Partner at CAZ Investments

Houston

About

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.

Experience

  1. CAZ InvestmentsPartnercurrent2024 β€” presentHouston, TX
  2. CAZ InvestmentsManaging Directorcurrent2020 β€” presentHouston, Texas, United States
  3. CAZ InvestmentsDirector2018 β€” 2020Houston, Texas
  4. CAZ InvestmentsSenior Vice President2016 β€” 2018Greater Houston
  5. ZT WealthSenior Investment Advisor2013 β€” 2015Greater Houston
  6. Absolute Private Wealth ManagementManaging Partner2009 β€” 2013Houston, Texas Area
  7. LPL FinancialFinancial Advisor2008Greater Houston
  8. Advanced Financial ServicesFinancial Advisor2006 β€” 2007Greater Houston
  9. AXA AdvisorsAdvisor2004 β€” 2006

Skills & more

Alternative Investments31Managed Futures10Portfolio Management18Investment Strategies17Investment Advisory13Asset Allocation20

From Clark's professional profile.

Colleagues at CAZ Investments

Frequently asked questions

Who is Clark Edlund?
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.
Where does Clark Edlund work?
Clark Edlund is Partner at CAZ Investments.
Where did Clark Edlund go to school?
Clark Edlund studied at Texas A&M University (Bachelor of Science (B.S.), Economics).

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