Waterloo Capital Expands Into Atlanta With New Buckhead Office
Waterloo Capital acquires a stake in Peachtree Financial Group and launches an Atlanta office, signaling a broader Southeast growth push.
Waterloo Capital has invested in Peachtree Financial Group and established a new office in Atlanta's Buckhead neighborhood, marking the firm's entry into one of the Southeast's most competitive wealth management markets.
Stuart Canzeri and David Hughes have joined Waterloo Capital as investment adviser representatives, operating under the Waterloo Capital brand with the title of Managing Partners of Waterloo Capital Atlanta. The two are expected to lead the firm's advisor recruitment efforts across the broader Southeast region.
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The Buckhead office opening reflects a deliberate geographic expansion strategy by Waterloo Capital, targeting a market that serves as a financial hub for the Southeast. Buckhead, long recognized as Atlanta's premier business district, positions the firm for access to high-net-worth clients and potential adviser talent in the region.
The recruitment push signals that Waterloo Capital views the Southeast as an underserved growth opportunity, with Canzeri and Hughes anchoring what the firm describes as an aggressive campaign to attract additional advisers to its platform.
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