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.
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, where he currently serves as Chief Investment Officer. An experienced investment professional with a demonstrated history in the financial services industry, he is skilled in securities, asset allocation, and equity & fixed income investment management. He integrates economic, fundamental, and technical trends—leveraging machine learning techniques—to invest in public and private markets. Mr. Woodward holds a Master of Business Administration in Finance from Emory University’s Goizueta Business School and a Bachelor’s degree in Botany & Bacteriology from DePauw University.