Vice President - Investment Strategies
Nick serves as Vice President - Investment Strategies. He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments. Nick also facilitates the ability of outside investors, including family offices, individuals, advisors and institutions, to co-invest with the firm and our shareholders. He also serves on the firm's Investment Committee.
Nick joined CAZ after almost a decade in the financial services industry, most recently with Dimensional Fund Advisors. He brings extensive experience in business development and client relations, with previous roles focusing on institutional sales and consulting to endowments, foundations, corporations and public entities.
Nick graduated from Indiana University - Kelley School of Business with a B.S. in Finance. Along with spending time with his wife, Alex, and their rescue dog, Hank, Nick enjoys golfing and cheering on his hometown Dallas Cowboys.