Fundraising Fox

Jarrett Bell

Investor

Director, Capital Formation at CAZ Investments · Chief Financial and Compliance Officer at Kain Capital

Houston, Texas, United States

Find your path to Jarrett

832 people in our graph share verified history with Jarrett — schools, employers, funds. One of them is your warm intro.

Kyle DohertyunlockedJarrett: together at Morgan Stanley Investment Management (2007–2008)
×10Jarrett: together at Morgan Stanley Investment Management
Jarrett: together at University of South Carolina

About

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.

Experience

  1. CAZ InvestmentsDirectorcurrent2024 — presentHouston, Texas, United States
  2. CAZ InvestmentsSenior Vice President - Investments Strategies2021 — 2024Houston, Texas, United States
  3. Abbey Capital (US) LLCVice President, Business Development Manager2016 — 2021New York, NY
  4. Abbey Capital (US) LLCVice President, Internal Sales Manager2011 — 2016New York, NY
  5. Invesco Ltd.Internal Sales Consultant2010 — 2011New York, NY
  6. Morgan Stanley Investment ManagementInternal Sales Consultant2008 — 2010New York, NY
  7. Morgan Stanley Investment ManagementSales Associate2007 — 2008New York, NY

Skills & more

Alternative Investments17Relationship Management1Sales ManagementHedge Funds5Asset Managment1Asset Management12Mutual Funds11Investments7Portfolio Management4Wealth Management3SalesManagement
+1 moreETFs
  • Chartered Alternative Investment Analyst (CAIA)CAIA Association

From Jarrett's professional profile.

Colleagues at CAZ Investments

Frequently asked questions

Who is Jarrett Bell?
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.
Where does Jarrett Bell work?
Jarrett Bell is Director, Capital Formation at CAZ Investments.
Where did Jarrett Bell go to school?
Jarrett Bell studied at NYU Stern School of Business (MBA, Finance, Management); University of South Carolina (Bachelor's Degree, Corporate Finance and Real Estate).

Same school

Shared employers