Waterloo Capital Employee Directory

Q: What is Waterloo Capital known for?

Waterloo Capital was founded in 2004. Waterloo Capital operates in the Financial Services industry.

Q: How many employees does Waterloo Capital have currently?

Waterloo Capital has approximately 29 employees.

Financial ServicesTexas, United States11-50 Employees

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.

Find Waterloo Capital employees' phone numbers or email addresses

Waterloo Capital Global Highlights

North America
40

United States Of America
39
Canada
1

Africa
1

Sierra Leone
1

Waterloo Capital's Leadership

J. C.
Chief Executive Officer
Mobile Phone
Email
A. R.
Cto
Mobile Phone
Email
B. W.
Cio
Mobile Phone
Email
L. G.
Chief Operating Officer
Mobile Phone
Email
D. S.
President And Chief Investment Officer
Mobile Phone
Email
L. M.
President Of Investments And Portfolio Manager
Mobile Phone
Email
B. R.
Financial Advisor- Senior Partner
Mobile Phone
Email
J. T.
Senior Vice President Of Partnerships
Mobile Phone
Email

Waterloo Capital Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other

Contact profiles from Waterloo Capital

Name

Title

Contact Info

Location

Last Update

R. F.
Portfolio Manager
Mobile Phone
Email
United StatesTexas
Mar 13, 2025
T. C.
Marketing Manager
Mobile Phone
Email
United StatesTexas
Jan 28, 2026
N. D.
Investment Operations Manager
Mobile Phone
Email
United StatesTexas
Nov 15, 2025
D. S.
Senior Wealth Advisor
Mobile Phone
Email
United StatesMississippi
Mar 11, 2026
M. F.
Principal
Mobile Phone
Email
United StatesNew York
Oct 22, 2024
S. H.
Financial Advisor
Mobile Phone
Email
United StatesTexas
Jan 21, 2026
A. B.
Data Scientist
Mobile Phone
Email
United StatesTexas
Oct 18, 2025
C. R.
Wealth Management Advisor
Mobile Phone
Email
Mar 24, 2026
E. K.
Client Associate
Mobile Phone
Email
United States
Sep 09, 2025
W. C.
Client Services Associate
Mobile Phone
Email
United StatesTexas
Jan 28, 2026

Frequently Asked Questions

What is Waterloo Capital known for?

Waterloo Capital was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 2801 Viaduct Fortuna Suite 250 Austin, Texas United States; you can contact the main corporate office by phone at

+1-512-693-****

. Explore Waterloo Capital's company overview page for more information.

What is Waterloo Capital's most common email format?

Waterloo Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waterloo Capital email formats with LeadIQ.

How many employees does Waterloo Capital have currently?

Waterloo Capital has approximately 29 employees as of February 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Waterloo Capital's key employees and leadership?

As of February 2026, Waterloo Capital's key employees include:

Chief Executive Officer: J. C.
Cto: A. R.
Cio: B. W.
Chief Operating Officer: L. G.
President And Chief Investment Officer: D. S.

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