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Waterloo Capital
Waterloo Capital is a US investment advisory firm founded in 2004 by John Chatmas and headquartered in Austin, Texas. The firm serves both private and institutional clients and offers a direct management program.CIO Don Simoneaux leads the firm's investment approach. Previously, Simoneaux was a senior investment analys…
Asset classes & sectors
Alternative InvestmentsCommercialCommercial / Residential / Digital/CommunicationsDigitalFixed incomeHedge FundsPrivate EquityPrivate PlacementPublic EquityReal EstateResidential
Decision-makers
John Thomas Chatmas
CEO
Donald Ralph Simoneaux
PRESIDENT
Gery Joseph Sadzewicz
CHIEF COMPLIANCE OFFICER
Adam Joseph Rose
COO
Randy Flowers
Vice President, Investments & Portfolio Manager
Henry Looney
Investment Analyst
Logan Moulton
President, Intelligent Wealth Solutions & Portfolio Manager
Donald Simoneaux
President & Chief Investment Officer
Bennett Woodward
Chief Market Strategist
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