About
Karli Waterman is the former Head of Investor Relations and a Managing Director at EJF Capital LLC, based in the Washington, DC metropolitan area. At EJF Capital, she was responsible for managing all aspects of investor due diligence, formalizing internal processes, and overseeing the integration of ESG (Environmental, Social, Governance) and DEI (Diversity, Equity, Inclusion) initiatives across the firm. She collaborated closely with senior management and played a leading role in policy development and execution.
Her sector expertise includes financial services, with a particular focus on investor relations, due diligence, and client management within alternative investment strategies and structured products. Additionally, she served as a founding co-Chair for the firm's ESG Committee, contributing to the firm's responsible investment and diversity practices.
Karli holds a Bachelor of Science degree in Accounting and Business Finance from Marist College (2001-2005). With over 15 years of experience in the financial industry, she is recognized for advancing ESG and DEI standards and for her leadership in client relations. Her contributions have helped shape industry practices around inclusive investing and stakeholder engagement.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Ejf Capital LLC | Managing Director | Dec 2017 to Present | — | 
| Ejf Capital LLC | Director | Feb 2013 to Dec 2017 | — | 
| Independent Fiduciary Services | Senior Investment Analyst | Feb 2008 to Jan 2013 | — | 
| Wilmerhale | Junior Financial Analyst | Nov 2007 to Feb 2008 | — | 
| Harbourvest Partners | Financial Reporting Assistant | Mar 2006 to Sep 2007 | — | 
Education
Marist College
Bachelor of Science, Accounting, Business Finance
2001 — 2005
Others at Ejf Capital LLC (8)
| Name | Role | Location | 
|---|---|---|
| Partner, Managing Director, Head of Business Development | Washington, DC , United States | |
| Senior Managing Director | Long Hill, NJ , United States | |
| OOmer Ijaz | Senior Managing Director, Portfolio Manager | London, United Kingdom | 
| CChristopher Scheller | Portfolio Analyst | Woodbridge, VA , United States | 
| Portfolio Analyst | Washington, DC , United States | |
| MMichelle Sun | Hedge Fund Analyst | Baltimore, MD , United States | 
| Analyst | Norwich, United Kingdom | |
| Managing Director | United States |