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CAZ Investments Celebrates Team Growth with Key Promotions

On September 16, 2025, CAZ Investments, a prominent player among global private equity allocators, has unveiled its latest wave of promotions, elevating 16 team members to new roles. This recognition highlights the substantial contributions of these individuals in fostering an environment that offers exceptional investment opportunities to CAZ's network of investors.

Commitment to Excellence

Christopher Zook, the Founder and Chief Investment Officer of CAZ Investments, emphasized the importance of the firm’s talent in driving its success. He stated, "The success of our firm is a direct result of the talent and commitment of our people." The acknowledgment serves not only to reward hard work but also to reinforce a culture that values excellence and innovation.

The newly promoted team members include:

Executive Directors

• - Tim Brown
• - Harvey Steele

Senior Vice Presidents

• - Heather Ayres
• - Nicole Engel
• - Charlie Zeller

Vice Presidents

• - Alex Angove
• - Alex Beckham
• - McKinzie Chambers
• - Catherine Murphy
• - Dylan Reynolds

Senior Associates

• - Caroline Fertitta
• - Brenton Finan
• - Ryan Moritz

Senior Analyst

• - JD Moore

Senior Administrative Assistants

• - Robin Kopcso
• - Shannon Moran

These appointments underscore the firm’s commitment to fostering talent and are aligned with its mission of expanding its reach and influence in the alternative investments landscape.

A Global Network of Opportunities

Founded in 2001, CAZ Investments is based in Houston and has established itself as one of the top 120 allocators to private equity globally. With an impressive portfolio exceeding $10 billion in assets, CAZ has formed partnerships with over 80 private and registered funds. This expansive network allows CAZ to provide its investors unique exposures across asset classes, including GP Stakes, Professional Sports Ownership, Disruptive Technology, and Real Estate.

The firm serves a diverse global network comprising over 7,500 investors across all 50 states and 41 countries worldwide. The network includes more than 300 wealth management firms, investment advisors, family offices, and institutional investors, all seeking the innovative and differentiated opportunities that CAZ curates.

Zook’s vision for CAZ emphasizes the importance of teamwork in efficiently navigating the complexities of the investment world. The latest promotions not only reward individual achievements but also reinforce the collaborative spirit necessary for the firm’s continued growth.

Looking Toward the Future

As CAZ Investments continues to expand its network and capabilities, the firm is optimistic about the future. "We are confident that these promotions will position our team for continued growth and fulfillment, as well as propel CAZ Investments forward to deliver results for our global network of investors," Zook added.

These developments mark an exciting time for CAZ Investments, as it seeks to enhance its service offerings and maintain its status as a leader in the alternative investments sector. With a dedicated team and a clear vision for the future, CAZ is well-prepared to seize new opportunities and overcome upcoming challenges in the ever-evolving financial landscape.

For media inquiries, please contact Laura Simpson at JConnelly for CAZ Investments.

Source: CAZ Investments