Charlie Zeller
Investitore di Private Equity presso CAZ Investments /Private Equity/
Provenienza dei contatti di primo grado di Charlie Zeller
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Michigan
302
| College/University | Other Consumer Services | 302 |
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.
43
| Subsidiary | Investment Managers | 43 |
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.
21
| Subsidiary | Investment Managers | 21 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Charlie Zeller tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| MORGAN STANLEY | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Head-Fixed Income Invts Portfolio Manager-Equities | |
| JPMORGAN CHASE & CO. | Major Banks | Private Equity Investor Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
CAZ Investments LP
 CAZ Investments LP Investment ManagersFinance CAZ Investments LP (CAZ) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Christopher A. Zook in 2001 and is owned by CAZ Investments 2021 LP. CAZ offers advisory services to a separately managed account and co-mingled, private, investment funds. | Investment Managers | Investment Committee Member Founder Investment Committee Member | |
Blue Cross & Blue Shield of Michigan
 Blue Cross & Blue Shield of Michigan Life/Health InsuranceFinance Blue Cross & Blue Shield of Michigan, Inc. provides health insurance services. It offers and administers health care coverage, dental, vision and medicare supplement coverage, as well as workers' compensation insurance, health assessment and health care management services. The firm also delivers health care-related products and services. The company was founded in 1975 and is headquartered in Detroit, MI. | Life/Health Insurance | Director/Board Member | |
| Brown University | College/University | Graduate Degree Undergraduate Degree | |
| University of Virginia | College/University | Graduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
| Stanford University | College/University | Graduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity Private Equity Investor Corporate Officer/Principal | |
| National University of Singapore | College/University | Corporate Officer/Principal | |
| Singapore Economic Development Board | General Government | Corporate Officer/Principal | |
Olympus Advisors LLC
 Olympus Advisors LLC Investment ManagersFinance Olympus Advisors LLC is an Independent Private Equity firm founded in 1988 by Robert S. Morris. The firm is headquartered in Stamford. | Investment Managers | Private Equity Investor Private Equity Analyst | |
| PricewaterhouseCoopers Business Process Outsourcing | Corporate Officer/Principal | ||
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
Alantra LLC
 Alantra LLC Investment Banks/BrokersFinance Alantra LLC is a registered broker-dealer and Member, FINRA headquartered in Boston, Massachusetts. The firm was formerly known as Downer & Co. LLC. Alantra is a subsidiary of Nplus1 US Corp. Their ultimate parent is Nmas1 Dinamia SA ("N+1"), an investment banking and asset management firm located in Madrid, Spain. N+1 merged with Downer & Co. in April 2016. They were rebranded as Alantra in September 2016. Alantra specializes in providing services to the global middle market. | Investment Banks/Brokers | Private Equity Analyst | |
Steel Capital Corp.
 Steel Capital Corp. Financial ConglomeratesFinance Steel Capital Corp. provides investment to steel companies. The private company is based in Greenwich, CT. The company was founded by Marc Sehgal. Marc Sehgal has been the CEO since incorporation. | Financial Conglomerates | Chief Executive Officer | |
| Baylor University | College/University | Undergraduate Degree | |
| Texas A&M University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
RBC Capital Markets LLC
 RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity Analyst-Equity | |
| Stephen M. Ross School of Business | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Mays Business School | College/University | Undergraduate Degree Undergraduate Degree | |
| Finland Ministry of Foreign Trade & Development | General Government | Director/Board Member Director/Board Member | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Absolute Private Wealth Management LLC
 Absolute Private Wealth Management LLC Investment ManagersFinance Absolute Private Wealth Management LLC provides investment advice. The private company is based in Houston, TX. | Investment Managers | Private Equity Investor Private Equity Investor | |
| USC Marshall School of Business | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Securities LLC
 Wells Fargo Securities LLC Investment Banks/BrokersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Banks/Brokers | Analyst-Equity Director/Board Member | |
Summit Pointe
 Summit Pointe Medical/Nursing ServicesHealth Services Summit Pointe provides mental health care. The company provides education to enhance the individual skills and help raise their self-esteem. The company provides resources to link with health care programs and social services in the community, and the firm works with the community to offer a variety of programs and services designed to help you achieve a higher quality of life. Summit Pointe is headquartered in Battle Creek, MI. | Medical/Nursing Services | Director/Board Member Director/Board Member | |
BTIG LLC
 BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Investment Banks/Brokers | Analyst-Equity | |
| The University of Western Australia | College/University | Corporate Officer/Principal | |
| Bhem Healthcare Group | Private Equity Analyst | ||
| RAIFFEISEN BANK INTERNATIONAL AG | Major Banks | Private Equity Analyst | |
Enterprise Singapore
 Enterprise Singapore Miscellaneous Commercial ServicesCommercial Services Enterprise Singapore is the enterprise development agency responsible for helping Singapore enterprises grow. The firm specializes in industry development, entrepreneurship development, quality, standards, policy and programme development. The company is headquartered in Singapore. | Miscellaneous Commercial Services | Director/Board Member | |
| Nanyang Technological University | College/University | Corporate Officer/Principal | |
OpenGate Capital Management LLC
 OpenGate Capital Management LLC Investment ManagersFinance OpenGate Capital Management LLC (OpenGate Capital) is a private equity firm founded in 2005 by Andrew Nikou. The firm is headquartered in Los Angeles, California with an additional office in Paris, France. | Investment Managers | Private Equity Analyst | |
Trirec Venture Capital Pte Ltd.
 Trirec Venture Capital Pte Ltd. Investment ManagersFinance Trirec Venture Capital Pte Ltd (TRIREC) is a venture capital subsidiary of Trirec Pte Ltd founded in 2015 by Lawrence Wu and Melvyn Yeo. The firm is headquartered in Singapore. | Investment Managers | Private Equity Investor | |
IPM Growth
 IPM Growth Investment ManagersFinance IPM Growth is a Private Equity/Venture Capital firm, a subsidiary of Infrapartners Management LLP founded in 2014 by Marian Bocek. IPM Growth is headquartered in London. | Investment Managers | Private Equity Analyst | |
IncWell LLC
 IncWell LLC Investment ManagersFinance IncWell LLC (IncWell) is a venture capital firm founded in 2013 by Tom LaSorda. The firm is headquartered in Birmingham, Michigan. | Investment Managers | Private Equity Investor | |
Emergent Holdings, Inc.
 Emergent Holdings, Inc. Multi-Line InsuranceFinance Part of Blue Cross & Blue Shield Association, Emergent Holdings, Inc. provides health and safety insurance services and offers technical support services. The company is based in Lansing, MI. | Multi-Line Insurance | Director-Back Office Operation | |
Tubular Ventures
 Tubular Ventures Investment ManagersFinance Tubular ventures LLC (Tubular ventures) is a venture capital firm founded in 2019 by Reda Jaber. The firm is headquartered in Ann Arbor, Michigan. | Investment Managers | Founder | |
| OCUPHIRE PHARMA, INC. | Pharmaceuticals: Major | Director/Board Member | |
| Singapore Management University | College/University | Undergraduate Degree | |
| Harvard Business School | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 35 |
| Singapore | 6 |
| Regno Unito | 2 |
| Finlandia | 2 |
| Australia | 2 |
Settori
| Finance | 23 |
| Consumer Services | 18 |
| Government | 3 |
| Health Technology | 3 |
| Health Services | 2 |
Posizioni
| Corporate Officer/Principal | 98 |
| Undergraduate Degree | 89 |
| Private Equity Investor | 77 |
| Director/Board Member | 40 |
| Analyst-Equity | 27 |
Contatti più connessi
| Insiders | |
|---|---|
| Christopher Zook | 19 |
| Alan Taub | 12 |
| Anne C. Petersen | 11 |
| Jaryd Solomon | 11 |
| Brian van Abel | 10 |
| Mark P. Wehrman | 10 |
| Nicole Engel | 10 |
| Jay Winfield van Ert | 8 |
| Gerry Iorio | 8 |
| Clark Edlund | 7 |
| Ye Shen | 7 |
| Reda Jaber | 7 |
| Heather Ayres | 7 |
| Sam Levens | 6 |
| Evelyn Khoo | 6 |
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