Charlie Zeller
Private Equity Investor chez CAZ Investments /Private Equity/
Profil
Charlie serves as Vice President – Investment Strategies.
He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments.
Charlie also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.
Charlie brings an array of experience across asset management, business development and investment banking.
He began his career at Dimensional Fund Advisors in the Financial Advisor Services Group.
Most recently, he worked in Baird’s Consumer Investment Banking Group in Chicago, where he focused on M&A advisory mandates for leading consumer companies.
Charlie graduated from the Ross School of Business at the University of Michigan with a bachelor’s in Business Administration and master’s in Accounting.
He is also a CFA charterholder.
Charlie enjoys spending time with his wife and dog, playing and watching a variety of sports and traveling.
Postes actifs de Charlie Zeller
| Sociétés | Poste | Début |
|---|---|---|
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Private Equity Investor | 01/08/2022 |
Anciens postes connus de Charlie Zeller
| Sociétés | Poste | Fin |
|---|---|---|
Baird & Co. Ltd.
 Baird & Co. Ltd. Wholesale DistributorsDistribution Services Baird & Co. Ltd. sells precious metal products, Gold, Silver, and Platinum bullion coins, GoldSavers, and investment bars. The company was founded by Antony Stephen Baird in 1967 and is headquartered in London, the United Kingdom. | Corporate Officer/Principal | 01/05/2022 |
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Corporate Officer/Principal | 01/07/2018 |
Formation de Charlie Zeller
| University of Michigan | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Finance |
Baird & Co. Ltd.
Baird & Co. Ltd. Wholesale DistributorsDistribution Services Baird & Co. Ltd. sells precious metal products, Gold, Silver, and Platinum bullion coins, GoldSavers, and investment bars. The company was founded by Antony Stephen Baird in 1967 and is headquartered in London, the United Kingdom. | Distribution Services |
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
