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.
As a Client Associate, Olivia works with clients by providing support for their account needs. With several years of experience working in similar roles in private banking, Olivia is committed to delivering exceptional service to clients. She earned a BBA from the University of San Francisco with a concentration in Finance.