Heather Ayres
Private Equity Investor at CAZ Investments /Private Equity/
Profile
Heather serves as a Vice President within our Investment Strategies Group.
Her primary role is to facilitate the ability of outside investors to co-invest with the firm and our principals & shareholders.
Heather brings 13 years of experience in the wealth management industry.
In her most recent role within J.P.
Morgan’s Private Bank, she developed and maintained meaningful relationships with ultra-high net worth individuals and various family offices with J.P.
Morgan’s top tier clients.
Heather also brings over six years of unique experience in wargaming strategies as an economics analyst with the United States Joint Forces Command in Norfolk, VA.
In her free time, she enjoys fitness-related activities and spending time with her 9-year-old son, Evan, and they both share a love for basketball.
Heather Ayres 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 | 2021-04-30 |
Former positions of Heather Ayres
| Companies | Position | End |
|---|---|---|
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 2021-04-30 |
Morgan Group, Inc.
 Morgan Group, Inc. RailroadsTransportation Morgan Group, Inc. specializes in upscale urban construction and property management. Its markets include Orlando, Jacksonville, Charlotte, Kansas City, Denver, Austin, Houston, San Diego, Fullerton, Orange County and Los Angeles. The company was founded in 1959 by William J. Morgan and is headquartered in Houston, TX. | Corporate Officer/Principal | 2011-06-30 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Consultant / Advisor | 2009-04-30 |
| Department of Defense Military Health System | Corporate Officer/Principal | 2006-05-31 |
Training of Heather Ayres
| University of Arizona | Masters Business Admin |
| Longwood University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| JPMORGAN CHASE & CO. | Finance |
| Private companies | 4 |
|---|---|
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 |
Morgan Group, Inc.
Morgan Group, Inc. RailroadsTransportation Morgan Group, Inc. specializes in upscale urban construction and property management. Its markets include Orlando, Jacksonville, Charlotte, Kansas City, Denver, Austin, Houston, San Diego, Fullerton, Orange County and Los Angeles. The company was founded in 1959 by William J. Morgan and is headquartered in Houston, TX. | Transportation |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
| Department of Defense Military Health System | Health Services |
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