Steven Livitz

Steven Livitz is the Managing Director at Waterloo Capital, bringing over three decades of experience in the investment industry.

Throughout his career, Steven has held key roles in business development, wealth management, securities trading, and investment analysis. His deep industry expertise, combined with a client-centric approach, allows him to provide strategic, customized financial solutions. He is dedicated to delivering a comprehensive wealth management experience, working closely with clients' CPAs, estate planning attorneys, and other key advisors to ensure seamless financial coordination for individuals and families.

Steven holds a BBA in Finance from the University of Texas at Austin. Outside of work, he enjoys golf, cooking, traveling, and spending time with his wife, two daughters, and their dog.