Senior Vice President - Investment Strategies
Lucia serves as Senior Vice President – Investment Strategies. She is responsible for sourcing and evaluating investment themes & developing the firm's opportunities to capitalize on those themes. She also facilitates the ability of outside investors to co-invest with the firm and our principals & shareholders. She also serves on the firm’s Executive and Investment Committees.
Lucia brings 15 years of client relations and business development experience with her to CAZ. The majority of that time was spent as a Relationship Manager in the Business Banking Segment of JPMorgan Chase. She also has experience in the insurance and investment industries from her time with AIG Valic and Bank United Securities.
Lucia is a native Houstonian and holds a B.B.A in Financial Planning from Baylor University.