WATERLOO CAPITAL - Key Persons
A 10-year wealth management veteran and seasoned entrepreneur, Andrew offers a…more
A 10-year wealth management veteran and seasoned entrepreneur, Andrew offers a wealth management experience geared to the modern investor. Drawing from experience in working with Baby Boomers, Gen-X, Millennial and Gen-Z clients, he possesses the unique skills to construct multigenerational investing strategies and offers a fresh perspective in an industry dominated by an aging workforce. As a senior portfolio strategist at Waterloo, Andrew enjoys advising his clients on capital markets as well as prudent private investments, debt placements, trust/insurance planning and M&A advisory. Prior to serving as a Senior Wealth Advisor at Waterloo, Johnsen managed a multi-million-dollar private wealth practice at Merrill Lynch.
Outside of work, Andrew is an avid golfer, tennis player, seasoned traveler, and Master Scuba Diver. He lives in Dallas with his dog, Cooper.
Mr. Woodward, CFA, previously led the public markets team at ING, now Voya, and the…more
Mr. Woodward, CFA, previously led the public markets team at ING, now Voya, and the Teachers Retirement System of Texas. He has also served as Senior Portfolio Manager at GLOBALT, Inc. and Raymond James. During his tenure at ING he received the prestigious INDATA award for best 5-year performance out of 720 similar sized pension funds. Mr. Woodward co-founded Black Diamond Investment Partners in 2010 and joined Waterloo Capital in 2016.
Job Titles:
- a Senior Wealth Advisor
- Board Member of Medical Missions of Divine Mercy
- Senior Wealth Advisor
David Sabonghy joined Waterloo Capital as a Senior Wealth Advisor in November 2022. David is an…more
David Sabonghy joined Waterloo Capital as a Senior Wealth Advisor in November 2022. David is an industry veteran with 20 years of experience. He specializes in complex wealth management and transfer issues, including stock option planning, executive compensation, complex trust, estate planning, and charitable giving. Throughout his career, he has represented high-net-worth individuals and their families in a diverse range of financial services.
A native of Texas, David graduated from Strake Jesuit in Houston and then to Spring Hill College in Mobile, Alabama, earning a Bachelor of Science Degree in International Business with a focus on Economics.
David is a board member of Medical Missions of Divine Mercy, a non-profit organization that serves those in need of medical attention in remote areas. In addition, he is a board member for God's Garden, which aims to grow food organically for various food banks and help educate the local community on basic gardening for sustainability.
Job Titles:
- Director
- Partner
- Director of Alternative Investments
Don is the Director of Alternative Investments and partner at Waterloo Capital. As managing director…more
Don is the Director of Alternative Investments and partner at Waterloo Capital. As managing director, he is responsible for the sourcing and due diligence of the firm's alternative investments. Don joined Waterloo Capital in 2011 and has over 16 years of experience in the alternative investment industry. Prior to joining Waterloo, Don was Senior Investment Analyst in the Non-Marketable Alternative Assets group at Cambridge Associates, LLC in Boston, MA, where he specialized in private markets investment research on behalf of the firm's institutional clientele. He holds a BBA in finance and economics from Loyola University in New Orleans, where he graduated Magna Cum Laude and was a member of the honor societies Beta Gamma Sigma and Alpha Sigma Nu. Don also holds the Chartered Alternative Investment Analyst (CAIA) designation. He spends most of his time out of work with his wife Catherine and daughter Audrey.
Job Titles:
- Director of Planning & Family Office Services
With over a decade of experience working with some of the wealthiest families in America…more
With over a decade of experience working with some of the wealthiest families in America and being a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) professional, Dustin is highly sought after by NFL players with the hunger to learn how join an elite group of wealth - the generationally wealthy.
Through his multi-family office, TEAM Private Wealth Management, Dustin teaches NFL and College Football players how to leverage their football careers to achieve their vision of Financial Freedom, allowing them to build generational wealth and bring true change back to the communities they are a part of.
Prior to founding TEAM PWM, Dustin was a Director of Client Advisory at Tolleson Wealth Management, a leading provider of family office services to ultra-high net worth families. He was the primary advisor for clients who built and sold successful businesses, providing custom, comprehensive wealth management solutions. Dustin's expertise in all areas of wealth management, specifically business, tax and estate planning, helps families manage, maintain and grow their wealth across multiple generations.
Job Titles:
- Director - Client Relations
Earline leads the client relations team at Waterloo. With more than 20 years of experience as a client…more
Earline leads the client relations team at Waterloo. With more than 20 years of experience as a client associate and operations manager including previous leadership positions at Merrill Lynch and American Funds, Earline brings tremendous value to the company
Evette delivers highly personalized investment and financial planning advice with the support of her team at Waterloo capital. She is a graduate of Abilene Christian University and holds an M.B.A. from Business School Lausanne in Switzerland. Evette also holds the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. She enjoys international pursuits with her family and is actively involved in multiple local community organizations.
Mr. Chatmas previously held the position of Senior Vice President, Private Client Group, with Smith…more
Mr. Chatmas previously held the position of Senior Vice President, Private Client Group, with Smith Barney in their world headquarter office in NYC during the early 90's. In 1999 Mr. Chatmas agreed to head a team for Morgan Stanley's Private Client Group in Dallas, Texas. In 2005 Mr. Chatmas founded Caddie Central Inc, which would become the second largest company of its kind. The Chatmas family ultimately sold Caddie Central to Troon Golf. In 2011 Mr. Chatmas assumed the role of CEO for Virtus Private Wealth. He then acquired the controlling interest in 2012 and rebranded the firm as Waterloo Capital Management.
Job Titles:
- Client Service Associate and Paraplanner
Jordan is a Client Service Associate and Paraplanner. With extensive experience in Client Services &…more
Jordan is a Client Service Associate and Paraplanner. With extensive experience in Client Services & Financial Planning, Jordan strives to meet clients' needs and takes pride in providing a personalized client experience. Jordan holds a BBA in Finance from University of Arkansas at Monticello where she was a Division II All American.
Job Titles:
- Director of Operations
- Director - Operations
As Director of Operations, Layne's role is that of a Chief Operating Officer. She's responsible for the…more
As Director of Operations, Layne's role is that of a Chief Operating Officer. She's responsible for the daily operations of the company at the direction of the CEO. She works with the team to measure and control the progress of the organization, is responsible for expense control, and all financial reporting. Layne has a BBA in Accounting from Lamar University and previous experience as a Controller and Tax Accountant.
Job Titles:
- Investment Analyst
- Portfolio Manager
As an Investment Analyst and Portfolio Manager, Logan helps lead the investment team managing and…more
As an Investment Analyst and Portfolio Manager, Logan helps lead the investment team managing and trading both of Waterloo's internal tactical and strategic models. Logan and the team use a top-down investment strategy with the combination of Waterloo's proprietary Newton model and technical analysis to construct, trade, and monitor portfolios. With the help of our investment team, Logan also writes and presents market commentary to keep clients and advisors up to date on recent market trends. Before joining Waterloo Capital, Logan graduated Summa Cum Laude from Ohio State University specializing in Finance. Logan holds the Chartered Financial Analyst (CFA) designation.
Matt is an investment analyst at Waterloo Capital, where his responsibilities include client portfolio construction…more
Matt is an investment analyst at Waterloo Capital, where his responsibilities include client portfolio construction, securities trading and analysis, and the management of internal investment strategies. As part of the investment committee, Matt is responsible for evaluating potential investments and managing target allocations. Additionally, he authors the firm's weekly market commentary, synthesizing economic and market developments into key insights. Before joining Waterloo Capital, Matt spent over three years at JP Morgan's Private Bank, where he worked closely with ultra-high net worth clients, business owners, and family offices in developing their public investment portfolios. He graduated Cum Laude from St. Mary's University with a degree in Finance and Risk Management.
Job Titles:
- Alternative Investment Analyst
As an Investment Analyst, Monty helps with the sourcing, due diligence, and monitoring of the…more
As an Investment Analyst, Monty helps with the sourcing, due diligence, and monitoring of the firm's alternative investments. Prior to joining Waterloo, Monty was an Investment Analyst at 10 East focused on private markets and began his career as an Operational Due Diligence Associate at Apogem Capital. He graduated Cum Laude from the University of Richmond with a concentration in Finance.
Job Titles:
- Associate
- Client Associate
As a Client Associate, Olivia works with clients by providing support for their account needs. With…more
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.
As an Investment Analyst, Randy performs duties across the investment process, including client…more
As an Investment Analyst, Randy performs duties across the investment process, including client portfolio construction, securities trading and analysis, and contributing to the management of internal investment strategies. In the performance of his role, Randy pulls from previous experience at the Pacific Investment Management Company (PIMCO) and Aspiriant LLC Randy holds a BBA from Southwestern University and and holds the Chartered Financial Analyst (CFA) designation.
Job Titles:
- Client Associate / Office Manager
Sydney is one of our Client Associates in Austin, who is very results-oriented and energetic with…more
Sydney is one of our Client Associates in Austin, who is very results-oriented and energetic with unsurpassed interpersonal and communication strengths. She also welcomes visitors with a friendly smile, directs all calls to the appropriate team member, and coordinates client servicing and team member meetings and schedules.
Velia joined Waterloo in 2018 and brings over 30 years of managerial experience with her. She excels as a team player which helps to ensure the entire office runs smoothly.