Jay Winfield van Ert
Private Equity Investor at CAZ Investments /Private Equity/
Profile
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.
Jay Winfield van Ert active positions
Companies | Position | Start |
---|---|---|
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 | 01/01/2013 |
Former positions of Jay Winfield van Ert
Companies | Position | End |
---|---|---|
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 Committee Member | 01/06/2020 |
Dorchester Capital Advisors LLC
Dorchester Capital Advisors LLC Financial ConglomeratesFinance Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States. | Corporate Officer/Principal | 01/01/2013 |
Austin Capital Management Ltd. | Analyst-Equity | 30/04/2009 |
Tejas Securities Group, Inc.
Tejas Securities Group, Inc. Investment Banks/BrokersFinance Tejas Securities Group, Inc. is a wholly-owned subsidiary and a primary business operating unit of Tejas, Inc. (OTC BB: TEJS). Headquartered in Austin, Texas, Tejas is a registered broker/dealer offering full-service brokerage and investment banking services. They were founded in 1994. The firm's core services include: proprietary research on distressed debt, emerging growth equities and special situation securities, trading and other brokerage services to value-based institutional and retail investors active in fixed-income and equity instruments and corporate finance and strategic advisory services to middle-market companies within the target industries. Tejas offers a broad product offering specializing in yield-oriented and value securities. Their product offering includes, equities, corporate bonds, bank debt issued by distressed companies, MBS, ABS, government and government agency securities, municipal securities, options and mutual funds. The research group analyzes many industries including the wireless and wire-line telecommunications, cable, satellite, transportation, energy and municipal securities sectors. Tejas is a member of the NASD and the SIPC. | President | 01/01/2003 |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Director of Research - Equity | 01/01/1995 |
Training of Jay Winfield van Ert
The University of Texas at Austin | Undergraduate Degree |
Southern Methodist University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Austin Capital Management Ltd. | Finance |
Dorchester Capital Advisors LLC
Dorchester Capital Advisors LLC Financial ConglomeratesFinance Dorchester Capital Advisors LLC provides investment services. The private company is based in Los Angeles, CA and has subsidiaries in the United States. | Finance |
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. | Finance |
Tejas Securities Group, Inc.
Tejas Securities Group, Inc. Investment Banks/BrokersFinance Tejas Securities Group, Inc. is a wholly-owned subsidiary and a primary business operating unit of Tejas, Inc. (OTC BB: TEJS). Headquartered in Austin, Texas, Tejas is a registered broker/dealer offering full-service brokerage and investment banking services. They were founded in 1994. The firm's core services include: proprietary research on distressed debt, emerging growth equities and special situation securities, trading and other brokerage services to value-based institutional and retail investors active in fixed-income and equity instruments and corporate finance and strategic advisory services to middle-market companies within the target industries. Tejas offers a broad product offering specializing in yield-oriented and value securities. Their product offering includes, equities, corporate bonds, bank debt issued by distressed companies, MBS, ABS, government and government agency securities, municipal securities, options and mutual funds. The research group analyzes many industries including the wireless and wire-line telecommunications, cable, satellite, transportation, energy and municipal securities sectors. Tejas is a member of the NASD and the SIPC. | Finance |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
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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