Fundraising Fox

Hilary Holmes

Investor

Director, Investor Relations at CAZ Investments

United States

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

  1. CAZ InvestmentsDirector of Investor Relationscurrent2022 β€” presentHouston, Texas
  2. Green Financial GroupDirector of Client Relations & Business Development2021 β€” 2022Houston, Texas
  3. Moody National CompaniesSenior Associate - Western Region2018 β€” 2020Houston, Texas
  4. Moody National CompaniesInternal Wholesaler - Western Region2015 β€” 2020Houston, Texas Area
  5. Strake Jesuit College PreparatoryDirector of Annual Funds2014 β€” 2015
  6. CAZ InvestmentsMarketing and Client Service Associate2013 β€” 2014Houston, Texas
  7. 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

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

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