Bobby Russell
Founding Partner · Financial Advisor
Bobby works with clients across advisory conversations, communication, implementation, and long-term relationship clarity.
View full profileThe Team Around You
Three principals. One advisory relationship.
Strategic Capital is designed so clients do not have to choose between separate advisor brands or translate the same financial life to disconnected specialists.
Strategic Capital principals
Different strengths. Shared responsibility.
Each principal brings distinct experience and perspective within a coordinated advisory model designed to keep the client relationship coherent.
Chris Hernandez
Founding Partner · Financial Advisor
Chris works with clients across planning conversations, financial strategy, implementation, and long-term decision-making.
View full profile
Adam D’Acierno
Founding Partner · Financial Advisor
Adam works with clients across financial, business, operational, and retirement-plan conversations.
View full profileHow the team works
One relationship should remain coherent as the work expands.
The team model is designed to keep context intact as needs expand, bringing in the right people and resources without forcing clients to start over.
Shared understanding
The team works from the same client context, priorities, constraints, and roadmap.
Relevant participation
The people and resources needed for a decision enter the conversation without forcing a full relationship reset.
Continuity over time
The relationship is built to remain useful as complexity increases and responsibilities change.
Waterloo platform resources
A broader bench behind the principal-led relationship.
The Waterloo relationship adds resources in investments, alternatives, family-office capabilities, operations, compliance, and client service. These capabilities support the principal-led relationship without turning the client experience into a series of disconnected handoffs.
- Investment research and portfolio management resources
- Alternative-investment capabilities
- Family-office and advanced-planning support
- Operations, compliance, and client-service infrastructure
Start with a principal-led conversation
Meet the team in the context of the decisions you are trying to make.
Start with the decisions you are trying to make, the context around them, and the kind of relationship those decisions require.
