John Thomas Chatmas
Chief Executive Officer at Waterloo Capital LP
Profile
Mr. John T.
Chatmas, Jr., is a Chief Executive Officer at Waterloo Capital LP.
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 he 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.
In 2011 he assumed the role of Chief Executive Officer for Virtus Private Wealth.
He then acquired the controlling interest in 2012 and rebranded the firm as Waterloo Capital Management.
John Thomas Chatmas active positions
| Companies | Position | Start |
|---|---|---|
Waterloo Capital LP
 Waterloo Capital LP Investment ManagersFinance Waterloo Capital LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by John Chatmas and John Ghiselli in 2012. Waterloo Capital provides investment solutions to high-net-worth and institutional clientele. | Chief Executive Officer | 31/12/2012 |
Former positions of John Thomas Chatmas
| Companies | Position | End |
|---|---|---|
Morgan Keegan & Co., Inc. (Old)
 Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Corporate Officer/Principal | - |
Virtus Private Wealth Management LP
 Virtus Private Wealth Management LP Investment ManagersFinance Virtus Private Wealth Management LP provides investment advice. The private company is based in Austin, TX. | Corporate Officer/Principal | - |
| Smith Barney Asset Management | Corporate Officer/Principal | - |
Training of John Thomas Chatmas
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Morgan Keegan & Co., Inc. (Old)
Morgan Keegan & Co., Inc. (Old) Investment Banks/BrokersFinance Founded in 1969, Morgan Keegan & Co., Inc. is a full-service regional investment firm and broker/dealer headquartered in Memphis, Tennessee. The firm is a subsidiary of Regions Financial Corp. (NYSE: RF). They offer equity-oriented investment banking functions, securities brokerage, trust services, asset management, research, trading and institutional sales | Finance |
| Smith Barney Asset Management | Finance |
Virtus Private Wealth Management LP
Virtus Private Wealth Management LP Investment ManagersFinance Virtus Private Wealth Management LP provides investment advice. The private company is based in Austin, TX. | Finance |
Waterloo Capital LP
Waterloo Capital LP Investment ManagersFinance Waterloo Capital LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded by John Chatmas and John Ghiselli in 2012. Waterloo Capital provides investment solutions to high-net-worth and institutional clientele. | Finance |
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