We are Waterloo Capital, an SEC registered investment advisory firm and fiduciary, always acting in the best interest of our clients. At Waterloo, our focus and commitment to our clients is to help them accomplish their specific goals and objectives.

Waterloo Capital is a collaborative team of experts bringing dedicated solutions to high-net-worth and institutional clientele.

Waterloo Capital

John Chatmas

This department manages the processes and activities involved in investment transactions and analysis.

Investment Operations

This department provides financial advisory services including wealth management and retirement planning.

Wealth Management

This department oversees organizational operations, ensuring efficient administration and effective management of office resources.

Administration and Management

This department focuses on managing and enhancing client interactions and support services.

Client Services

This department focuses on developing software solutions while analyzing data to support decision-making processes.

Engineering and Analysis

This department provides strategic direction and leadership for the organization.

Waterloo Capital

Org chart

Teams

Investment Operations

Wealth Management

Administration and Management

Client Services

Engineering and Analysis

Executive Leadership

Offices

Waterloo Capital

Org chart

Teams

Investment Operations

Wealth Management

Administration and Management

Client Services

Engineering and Analysis

Executive Leadership

Offices

Related companies