Firm Leadership
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 Waterloo Capital Management.
Donald Simoneaux
PRESIDENT & DIRECTOR OF ALTERNATIVE INVESTMENTS
Don is the President and Director of Alternative Investments at Waterloo Capital. He is responsible for the sourcing and due diligence of the firm’s private market investments. Don joined Waterloo Capital in 2011 and has over 18 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 manager research on behalf of the firm’s institutional clientele. He holds a BBA in finance and economics from Loyola University in New Orleans. 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.
Family Office Services
Mark McAdams
family office services
With over 3 decades of experience working with closely held business owners, shareholders or partners of mid-sized companies and family offices, Mark has assisted in legal, financial, and investment planning, His personal work experience includes being a business owner himself and attorney. In 2001, Mark decided to move out of the full time practice of law make his focus proactive client planning and the financial services industry. Currently Mark oversees Waterloo’s Family Office Services division. Mark’s expertise in all areas of wealth management, specifically business, tax, estate and transition planning, helps families manage, maintain and grow their wealth across multiple generations. In addition to this role, Mark is the co-founder of Ironclad Strategies (powered by Waterloo), a multi-family office). Mark is sought after by business owners as they transition from the active growth of their companies into exit or transition planning and wealth building for their families and other interests.
As a financial advisor, Mark brings a thoughtful understanding of clients wants and needs in addition to complex strategy and product knowledge to his work. Mark’s experience and resources have enabled him to advise and add value to a variety of clients from diverse backgrounds and industries while helping them focus on Risk Management, Asset Coordination, Small Business Planning and Multi-generational Wealth Planning. Mark is a graduate of Stanford University and the University Of Texas School of Law. He speaks regularly, connecting with audiences on topics of benefits, business transfer /transition strategies, protection planning and financial independence.
Jordan Goforth
client service associate
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.
