About Us_Skyling

We are an independent wealth management firm dedicated to offering fully diversified and customized portfolios for high-net-worth individuals and families in Austin and around the world. Our combination of service, expertise and unparalleled access to alternative investments is what sets us apart from the competition and guides us day after day.

Like many great companies, Waterloo Capital Management was born out of a problem identified in the marketplace.  In the early 2000s, it had become obvious to John Chatmas that in order to serve clients in a truly objective manner, a conflict-free environment was required; a recognition that laid the groundwork for what became Waterloo Capital Management.

Since that time, we have developed an integrated, holistic approach to address the unique financial wealth-management needs of high-net-worth families and individuals.

The Waterloo Team

John Chatmas, Jr.

Chief Executive Officer

John Chatmas, Jr. is the CEO of Waterloo Capital Management. John attended the University of Texas at Austin, graduating with a BBA in Finance. Upon graduation, John accepted a position with Smith Barney at their world headquarters in New York and was accepted into a unique program where he worked with Smith Barney Asset Management, a…

Bennett H. Woodward, CFA

Chief Investment Officer

An award winning money manager and financial industry veteran, Ben began his career in 1982 at ING Investment Centre. While serving as the Chief Investment Strategist at ING, Ben managed equity, fixed income and balanced portfolios. He went on to receive the INDATA award for best 5-year performance out of 720 similarly sized pension funds.…

Don Simoneaux

Managing Director - Alternative Assets

Don Simoneaux is a Managing Director at Waterloo Capital Management responsible for sourcing and evaluating alternative investments. Before joining Waterloo, Don attended Loyola University in New Orleans, where he graduated Magna Cum Laude with a BBA in Finance and Economics and was a member of the honor societies Beta Gamma Sigma and Alpha Sigma Nu.…

Tim Benbow, CFP®

Managing Partner

Tim began his successful financial services career on Wall Street with the large banking conglomerate Credit Suisse. He moved on to spend six years living in three different cities while working in the wireless and telecommunications industry, focusing on sales and operations management. Tim subsequently joined Aramark Corporation as a Region Finance Director in their…

Richard Maurice, CPA*

Senior Financial Advisor

Richard has been providing financial planning, estate planning, and developing and managing low to medium risk portfolios of income producing assets for the past 16 years. After becoming a Certified Financial Planner he began his wealth management and investment advisory career in 2000 with Lincoln Financial Advisors, Inc. (LFA), one of the nation’s premier high-end…

Trey Graham

Analyst

Before joining Waterloo, Trey attended The University of Texas at Austin, graduating with a BBA in Finance. He was a member of the Longhorn football team and the Texas Cowboys service organization. Trey joined Waterloo in the Spring of 2014 and focuses on public and private market research and allocation strategy implementation. When he’s not…

Earline Chapa

Senior Client Associate

Earline Chapa is the Senior Client Associate at Waterloo Capital Management.  Earline has 19 years of successful business experience in Financial Services.  She actively holds Series 7, 63, and 66 securities licenses. Prior to Earline’s employment with Waterloo Capital Management she was employed with Merrill Lynch, Pierce, Fenner & Smith from October 1994 to January…

Gery Sadzewicz

Chief Compliance Office

Mr. Sadzewicz is a skilled securities compliance and business professional with thirty years experience in identifying compliance, financial, and regulatory risks at firms including Oppenheimer & Co., Ernst & Young Investment Advisers, Giuliani Capital Advisors, Koch Industries and the Walt Disney Company. During these 30 years, Mr. Sadzewicz served over 12 years as a CCO, CFO,…

Registered Investment Advisor

We are also an independent Registered Investment Advisor (RIA) that utilizes the wealth management platform of Charles Schwab Institutional. This robust platform affords us the ability to access resources from virtually any financial service provider in the world.