Profilo
Jay Winfield van Ert worked as Vice President & Portfolio Manager at T.
Rowe Price Associates, Inc. (IM) from 1989 to 1995.
From 1995 to 2003, served as President at Tejas Securities Group, Inc. Between 2003 and 2009, worked as an Analyst at Austin Capital Management Ltd. From 2010 to 2013, was Partner at Dorchester Capital Advisors LLC.
From 2013 to 2020, held the position of Principal of Investment Strategies at CAZ Investments LP.
Also held the title of Principal at CAZ Investments.
Education includes an MBA from Southern Methodist University conferred in 1984 and an undergraduate degree from The University of Texas at Austin conferred in 1983.
Precedenti posizioni note di Jay van Ert
| Società | Posizione | Fine |
|---|---|---|
CAZ Investments LP
CAZ Investments LP Investment ManagersFinance CAZ’s private funds intends to complement longer-term investors’ core holdings, are typically formed as private limited partnerships with specific investment objectives and are made available to qualified investors for whom the private fund(s) appears appropriate. For the SMAs, the firm collaborates with the client to develop investment strategies, goals and objectives for the investment assets entrusted to CAZ. They seek to identify excellent businesses that demonstrate competitive positions. | Membro del Comitato di Investimento | 01/06/2020 |
Dorchester Capital Advisors LLC
Dorchester Capital Advisors LLC Investment ManagersFinance Dorchester Capital Advisors invests in companies located in the United States. The firm focuses on a broad range of sectors. It participates in credit and credit secondary transactions. | Corporate Officer/Principal | 01/01/2013 |
Austin Capital Management Ltd.
Austin Capital Management Ltd. Investment Banks/BrokersFinance Develops and launches funds of hedge funds | Analyst-Equity | 30/04/2009 |
Tejas Securities Group, Inc.
Tejas Securities Group, Inc. Investment Banks/BrokersFinance Provides bokerage services | Presidente | 01/01/2003 |
T. Rowe Price Associates, Inc. (IM)
T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Direttore della Ricerca - Azioni | 01/01/1995 |
Formazione di Jay van Ert
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 8 |
|---|---|
T. Rowe Price Associates, Inc. (IM)
T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Finance |
Tejas Securities Group, Inc.
Tejas Securities Group, Inc. Investment Banks/BrokersFinance Provides bokerage services | Finance |
CAZ Investments LP
CAZ Investments LP Investment ManagersFinance CAZ’s private funds intends to complement longer-term investors’ core holdings, are typically formed as private limited partnerships with specific investment objectives and are made available to qualified investors for whom the private fund(s) appears appropriate. For the SMAs, the firm collaborates with the client to develop investment strategies, goals and objectives for the investment assets entrusted to CAZ. They seek to identify excellent businesses that demonstrate competitive positions. | Finance |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Austin Capital Management Ltd.
Austin Capital Management Ltd. Investment Banks/BrokersFinance Develops and launches funds of hedge funds | Finance |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dorchester Capital Advisors LLC
Dorchester Capital Advisors LLC Investment ManagersFinance Dorchester Capital Advisors invests in companies located in the United States. The firm focuses on a broad range of sectors. It participates in credit and credit secondary transactions. | Finance |
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ investments seeks investment opportunities in middle market companies located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for growth and buyout capital requirements. | Finance |
















