The Waterloo Team
We are Waterloo Capital Management, an SEC registered investment advisory firm and fiduciary — always acting in the best interest of our clients. A collaborative team of experts delivering tailored solutions to high-net-worth and institutional clientele.
Meet the Executive Team
John Chatmas
Chief Executive Officer
Adam Rose
Chief Technology Officer
Don Simoneaux, CAIA
President & Chief Investment Officer
Bennett Woodward, CFA
Chief Market Strategist
Dan DeGrave
Executive Vice President of Operations & Compliance
Meet the Rest of Our Team
Alex Buchanan
Full Stack Engineer
Earline Chapa
Director – Client Relations
Christi Chatmas
Director of Advisor Relationships & Strategic Transitions
Taylor Chatmas
Marketing Manager
Wendy Cook
Client Service Associate
Nora Dyer
Investment Operations Manager
Randy Flowers, CFA
Vice President of Investments & Portfolio Manager
Jordan Goforth
Client Service Associate
Layne Grissom
Controller
Andrew Johnsen
Managing Director
Eric Kane
Client Associate
Ella Kisluk
Executive Assistant
Michelle Kultgen
Family Office Services Managing Director
Henry Looney
Investment Analyst
Mark McAdams
Director of Family Office Services
Evette Mock-Hernandez, CRPC®
Senior Relationship Manager
Logan Moulton, CFA
President of IWS & Portfolio Manager
Sajal Mutter
Junior Analyst
David Sabonghy
Senior Wealth Advisor
Josh Teeters
SVP of Partnerships
Integrity
We treat every business decision — from agreements with advisors and vendors, to decisions about investment strategies — with high moral and ethical standards.
“High moral and ethical standards in every decision.”
Compassion
We are empathetic to our clients and advisors. Waterloo strives to ensure that everyone feels safe and advocated for, independent of their role.
“Empathy in every client and team interaction.”
Whatever It Takes
Waterloo employees work hard. We do not stop until there is a timely solution or resolution to a problem. Nobody is too good to help.
“Ownership mentality from every member of our team.”
Start Your Wealth Journey Today
Whether you're a high-net-worth individual, a family navigating complex wealth, or an institutional client seeking specialized investment solutions, our team is ready to discuss your unique needs.