Charlie Zeller
Private Equity Investor presso CAZ Investments /Private Equity/
Profilo
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.
Posizioni attive di Charlie Zeller
| Società | Posizione | Inizio |
|---|---|---|
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 |
Precedenti posizioni note di Charlie Zeller
| Società | Posizione | Fine |
|---|---|---|
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 |
Formazione di Charlie Zeller
| University of Michigan | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
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 |
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 |
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 |
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