Waterloo Capital is a SEC registered investment adviser with offices in Austin, Texas and Atlanta, Georgia. We offer a suite of internal money management, institutional level private investments and financial planning all with a personal touch. Through our use of machine learning and artificial intelligence, exclusive private investment access and unrivaled planning expertise, we are positioned at the forefront of the wealth management industry. Our processes are driven by data and defined by results. Whatever your financial ambitions, we can provide you with the tools, people, and opportunities to succeed.
Waterloo Capital Brings Together the Best and Brightest Minds in the Industry Coupled with Cutting Edge Technologies, Investment Opportunities, and Services
Our Team
Executive Team
John Chatmas
Chief Executive Officer
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...
moreBennett Woodward, CFA
Chief Investment Officer
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.
moreDonald Simoneaux
Director of Alternative Investments
Don Simoneaux is the Director of Alternative Investments at Waterloo Capital and is responsible for sourcing and evaluating alternative investment opportunities. Before joining Waterloo, Don attended Loyola University in New Orleans, where he graduated Magna Cum Laude with a BBA in Finance and Economics and was a member of the honor societies Beta Gamma Sigma and Alpha Sigma Nu. In 2006 he accepted a position with Cambridge Associates, LLC in Boston, MA. Cambridge Associates is a financial consulting firm which represents over three-quarters of U.S. higher education endowment assets, as...
moreMikiel Featherston
Director of Planning
With over 35 years of planning experience, Mikiel listens to what our clients say but has the insight to hear what they do not say. He has a passion for developing business succession plans and preparing financial plans for individuals, trusts and small businesses. He earned his BBA in accounting from The University of Texas at Austin. Mikiel is widely recognized by his peers as one of the premier financial planners in our industry.
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Evette Mock-Hernandez, CRPC®
Senior Relationship Manager
- 512-777-5916
- e.mock-hernandez@waterloocap.com








