Waterloo Capital appoints Woodward as partner and CIO

Waterloo Capital has named Bennett Woodward as a partner and chief investment officer. Woodward is a former chief strategist for the ING Investment Centre. Woodward is joining Waterloo Capital as a result of his Atlanta-based wealth management firm Black Diamond Investment Partners merging with Waterloo.


AUSTIN, Texas, Nov. 30, 2016 /PRNewswire/ — Waterloo Capital (www.waterloocap.com), one of the largest fee-only Registered Investment Advisors in the U.S., announced today that Bennett Woodward has joined the firm as a partner and will assume the role of Chief Investment Officer. Mr. Woodward brings a wealth of experience from within the investment industry, having previously served as the Chief Strategist for the ING Investment Centre (formerly the North American investment subsidiary of ING, which is now Voya Financial) and subsequently Director of Equities for the $100 Billion Teacher Retirement System of Texas. While serving as Chief Strategist for ING Mr. Woodward received the prestigious INDATA award for best 5-year performance out of 720 similar sized pension funds. Mr. Woodward joins Waterloo, merging his firm Black Diamond Investment Partners, a wealth management firm based in Atlanta, Georgia, with Waterloo Capital.

Adding Mr. Woodward as Chief Investment Officer further enhances Waterloo’s portfolio management services and investment capabilities. Waterloo Capital provides investment management services for institutional and individual clientele throughout the United States. “I am excited to join the Waterloo team and look forward to further developing their already excellent portfolio management capabilities,” said Ben Woodward. “I am fortunate to be joining such a respected company that prides itself on top quality service and investment management expertise.”

Waterloo CEO John Chatmas said: “Ben’s wealth of experience and knowledge will make him a key addition to Waterloo Capital. We view his appointment as a sign of our commitment to being the leading company in our industry. Our desire has always been to provide the highest quality services for our clients. We are very fortunate that we were able to find someone of Ben’s caliber to fulfill this role. I’m confident that Ben will play a key role in the continued success of our organization.”

About Waterloo Capital
Waterloo Capital, a SEC Registered Investment Advisor, is a leading investment management firm serving both institutional and individual clientele throughout the United States. Waterloo’s combination of service, investment management capabilities, and unparalleled access to alternative investments is what sets it apart from the competition, and guides the firm on a daily basis. Waterloo offers clients total portfolio asset management, private market/alternative asset management, and public market asset management.