Profil
Jay Winfield van Ert is currently a principal at CAZ Investments.
He previously worked as a Vice President & Portfolio Manager at T.
Rowe Price Associates, Inc., President at Tejas Securities Group, Inc., Principal of Investment Strategies at CAZ Investments LP, Analyst at Austin Capital Management Ltd., and Partner at Dorchester Capital Advisors LLC.
Mr. van Ert holds an MBA from Southern Methodist University and an undergraduate degree from The University of Texas at Austin.
Postes actifs de Jay Winfield van Ert
| Sociétés | Poste | Début |
|---|---|---|
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. | Private Equity Investor | 01/01/2013 |
Anciens postes connus de Jay Winfield van Ert
| Sociétés | Poste | Fin |
|---|---|---|
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. | Membre du Comité d'Investissement | 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 | President | 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. | Directeur de la Recherche - Actions | 01/01/1995 |
Formation de Jay Winfield van Ert
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
















