About
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.
Experience
- CAZ InvestmentsDirector of Investor Relationscurrent2022 β presentHouston, Texas
- Green Financial GroupDirector of Client Relations & Business Development2021 β 2022Houston, Texas
- Moody National CompaniesSenior Associate - Western Region2018 β 2020Houston, Texas
- Moody National CompaniesInternal Wholesaler - Western Region2015 β 2020Houston, Texas Area
- Strake Jesuit College PreparatoryDirector of Annual Funds2014 β 2015
- CAZ InvestmentsMarketing and Client Service Associate2013 β 2014Houston, Texas
- Office of the Governor, State of TexasIntern for Texas State Representative Wayne Smith2011Austin, Texas Area
Skills & more
- FINRA Series 63 β FINRA
- FINRA Series 7 β FINRA
From Hilary's professional profile.
Colleagues at CAZ Investments
Andy Callahan
Investor at Clayton Dubilier & Rice
Bailey Barker
Executive Assistant to the Chairman at CAZ Investments
Christopher Zook
Chairman & Chief Investment Officer at CAZ Investments
Clark Edlund
Partner at CAZ Investments
Eliza Rappaport
Director, Marketing Operations at CAZ Investments
Geoffrey Crumrine
Managing Director at CAZ Investments
Greg Schuler
Managing Director, Investment Management at CAZ Investments
Harvey Steele
Executive Director, Capital Formation at CAZ Investments
Frequently asked questions
- Who is Hilary Holmes?
- 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.
- Where does Hilary Holmes work?
- Hilary Holmes is Director, Investor Relations at CAZ Investments.
- Where did Hilary Holmes go to school?
- Hilary Holmes studied at The University of Texas at Austin (Bachelor of Science (BS), Human Relations); Episcopal High School.
Same school
Also attended The University of Texas at Austin566
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Shared employers
Also worked at CAZ Investments13
Jonathan WoodrowSenior Analyst at Tribes VenturesJill KlinvexVice President at CAZ InvestmentsChristopher ZookChairman & Chief Investment Officer at CAZ InvestmentsClark EdlundPartner at CAZ InvestmentsMatt LindholmPartner at CAZ InvestmentsMark WadePartner at CAZ Investments
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