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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

Bennett Woodward, CFA

Bennett Woodward, CFA

Chief Investment Officer

Mr. Woodward, CFA, previously led the public markets team at ING, now Voya, and the Teachers Retirement System of Texas. He has also served as Senior Portfolio Manager at GLOBALT, Inc. and Raymond James. During his tenure at ING he received the prestigious INDATA award for best 5-year performance out of 720 similar sized pension funds. Mr. Woodward co-founded Black Diamond Investment Partners in 2010 and joined Waterloo Capital in 2016.