Waterloo Way

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.

Meet the Team

Adam Rose

Chief Operating Officer

Adam joined Waterloo Capital as Chief Operations Officer in 2024. He is responsible for strategic operations across all of the firm’s various and growing initiatives. Prior to joining he served as COO at Factory; a company with hundreds of staff processing billions of dollars of payments, where he created and led initiatives to greatly improve margins and quality. He has also led organizational change at companies ranging from tech startups to Oil & Gas operators over the past two decades. Originally a licensed professional engineer, he holds a master’s degree from Texas A&M University focusing on aerosol mechanics. Outside of work Adam enjoys playing the saxophone and automating as much of his personal life as he can.