John Thomas Chatmas
Algemeen Directeur bij Waterloo Capital LP
Profiel
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.
Actieve functies van John Thomas Chatmas
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Algemeen Directeur | 31-12-2012 |
Eerdere bekende functies van John Thomas Chatmas
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van John Thomas Chatmas
| The University of Texas at Austin | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
