Profiel
Mr. Donald R.
Simoneaux, Jr., is a Director of Alternative Investments at Waterloo Capital LP.
As managing director, he is responsible for the sourcing and due diligence of the firm’s alternative investments and has over 16 years of experience in the alternative investment industry.
Prior to joining Waterloo, Mr. Simoneaux was Senior Investment Analyst in the Non-Marketable Alternative Assets group at Cambridge Associates, LLC in Boston, MA, where he specialized in private markets investment research on behalf of the firm’s institutional clientele.
He holds a BBA in finance and economics from Loyola University in New Orleans, where he graduated Magna Cum Laude and was a member of the honor societies Beta Gamma Sigma and Alpha Sigma Nu.
He also holds the Chartered Alternative Investment Analyst (CAIA) designation.
Actieve functies van Don Simoneaux
Bedrijven | Functie | Begin |
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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. | Analyst-Equity | - |
Eerdere bekende functies van Don Simoneaux
Bedrijven | Functie | Einde |
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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 | - |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Corporate Officer/Principal | - |
Opleiding van Don Simoneaux
Loyola University New Orleans | Undergraduate Degree |
Ervaring
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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 |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | 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 |