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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.
Chief Executive Officer
President and Director of Alternative Investments
Chief Operating Officer
Chief Investment Officer
Director - Client Relations
Director of Advisor Relationships and Strategic Transitions
Client Service Associate
Investment Operations Manager
Director of Planning & Family Office Services
Portfolio Manager
Client Service Associate
Controller
Managing Director
Client Service Associate
Senior Relationship Manager
Portfolio Manager
Senior Wealth Advisor
Investment Analyst
SVP of Partnerships