Waterloo Capital
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.
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Verified contacts
26
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
20
indexed titles
Tech stack
2
tools in use
Monthly traffic
49
organic / mo
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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- AJ
Andrew Johnsen
Managing Director · General Business & Management
EmailPhone - JT
Josh Teeters
Senior Vice President of Partnerships · General Business & Management
EmailPhone - DS
David Sabonghy
Senior Wealth Advisor · Finance & Accounting
EmailPhone - LM
Logan Moulton
Portfolio Manager · Finance & Accounting
EmailPhone - AB
Alexander Buchanan
Data Scientist · Information Technology
EmailPhone - CC
Craig Cunningham
Financial Advisor · Finance & Accounting
EmailPhone - EK
Eric Kane
Client Associate · Customer/Client Service
EmailPhone - SH
Stuart Huckin
Financial Advisor · Finance & Accounting
EmailPhone - AR
Adam Rose
Chief Operating Officer · General Business & Management
EmailPhone
Showing 9 of 26 verified contacts
Top roles at Waterloo Capital
20 distinct titles indexed · top 10 shown.
- 2chief operating officer
- 2client associate
- 2data scientist
- 2financial advisor
- 2investment analyst
- 2marketing manager
- 1()
- 12025 asset management summer intern
- 1chief executive officer
- 1cio
- +10more titles
Sign up to unlock all 26 contacts at Waterloo Capital
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