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

Don Simoneaux, CAIA

Don Simoneaux, CAIA

President and Director of Alternative Investments

Don is the President and Director of Alternative Investments at Waterloo Capital. He is responsible for the sourcing and due diligence of the firm’s private market investments. Don joined Waterloo Capital in 2011 and has over 18 years of experience in the alternative investment industry. Prior to joining Waterloo, Don was Senior Investment Analyst in the Non-Marketable Alternative Assets group at Cambridge Associates, LLC in Boston, MA, where he specialized in manager research on behalf of the firm’s institutional clientele. He holds a BBA in finance and economics from Loyola University in New Orleans. Don also holds the Chartered Alternative Investment Analyst (CAIA) designation. He spends most of his time out of work with his wife Catherine and daughter Audrey.