Vice President - Investment Strategies
Emily serves as Vice President – Investment Strategies. She facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.
Emily brings an array of experience in client service and business development to CAZ, including her work in philanthropy, education and financial advisory firms. She began her career at ACE Scholarships, a non-profit organization based in Denver. Prior to joining CAZ, she worked at The Madison Group where she partnered with advisors and family offices to customize solutions for generational wealth planning.
Emily graduated from the University of Missouri with a B.S. in Journalism, specializing in Strategic Communication, a Minor in Business and a Minor in International Peace Studies. She is the Founder and Co-Chairman of the ACE Scholarships Emerging Leaders Network, a group of entrepreneurial and philanthropic leaders in the Denver community. She is a Colorado native and enjoys entertaining friends and family, the arts, yoga, biking, and skiing.