Waterloo Capital Employee Directory
Waterloo Capital corporate office is located in 2700 Via Fortuna Ste 100, Austin, Texas, 78746, United States and has 11-50 employees.
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Employees by Department
Departments
Number of employees
Finance
9
Sales
8
Operations
4
C-Suite
3
Medical & Health
2
Marketing
2
Key Employees of Waterloo Capital
- LG
Waterloo Capital Global Presence
| Location | People at location |
| North America | 11-50 |
Index of contact profiles from Waterloo Capital
- Manager, Investment Operations
- United States , Texas , Austin
- Chief Market Strategist
- United States , Texas , Austin
- Alternatives & Corporate Development Senior Investment Analyst
- United States , Texas , Austin
- Chief Operating Officer
- United States , Texas , Austin
- Manager, Marketing
- United States , Texas , Austin
- Senior Relationship Manager
- United States , Texas , Austin
- Wealth Management Advisor
- United States , Texas , Austin
- Client Associate
- United States , Texas , Austin
- Senior VP, Partnerships
- United States , Texas , Austin
- Vice President, Investments & Portfolio Manager
- United States , Texas , Austin
- Director, Client Relations
- United States , Texas , Austin
- Director, Family Office Services
- United States , Texas , Austin
- Director of Advisor Relationships and Strategic Transitions
- United States , Texas , Austin
- Client Service Associate
- United States , Texas , Austin
- Client Service Associate
- United States , Texas , Austin
- Senior Wealth Advisor
- United States , Texas , Austin
- Financial Advisor
- United States , Texas , Austin
- Managing Director
- United States , Texas , Austin
- Executive Assistant
- United States , Texas , Austin
- Registered Investment Advisor & Insurance Planning Specialist
- United States , Texas , Austin
- President of IWS and Portfolio Manager
- United States , Texas , Austin
- Client Services Associate
- United States , Texas , Austin
- Financial Advisor
- United States , Texas , Austin
- Financial Senior Partner & Advisor
- United States , Texas , Austin
Former Employees at Waterloo Capital
Explore people who held key positions, contributed to Waterloo Capital's success, and advanced their careers.
Incoming 2026 Project ... at SMBC Group
Worked as 2025 Asset Management Summer Intern
at Waterloo Capital
Associate Vice Preside... at Rockefeller Capital Ma...
Worked as Client Services Associate
at Waterloo Capital (2023-2024)
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Frequently Asked Questions Regarding Waterloo Capital Employees
Waterloo Capital Management is an SEC registered investment advisory firm dedicated to acting in the best interest of its clients. The firm specializes in providing tailored investment solutions and comprehensive wealth management services to high-net-worth individuals and institutional clients. Their offerings include financial planning, family of... Read More
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