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KW

Karli Waterman

Managing Director at Ejf Capital LLC

Chile

About

Karli Waterman is a seasoned investment professional, most recently known for her role as Head of Investor Relations at EJF Capital LLC, operating from the Washington, DC metro area. In her capacity at EJF Capital, she managed client relations, formalized due diligence processes, and oversaw the development and implementation of firm-wide policies, particularly focusing on ESG (Environmental, Social, and Governance) and DEI (Diversity, Equity, and Inclusion) initiatives.

Her expertise spans over 15 years in financial services, with her work heavily oriented towards building and maintaining institutional client partnerships and advancing internal governance within alternative asset management. At EJF Capital, she played a pivotal role in incorporating ESG and DEI principles into the firm's investment process and culture, co-chairing the ESG Committee and leading several firm initiatives in these areas.

Educated and based primarily in the United States before relocating abroad, Karli has demonstrated a global perspective on investment and organizational leadership. Her notable achievements include formalizing investor relations processes and championing workplace inclusion, making her a recognized advocate for advancing ESG and DEI standards in the financial sector.

Career History

OrganizationRoleDate RangeDetails
Ejf Capital LLCManaging DirectorDec 2017 to Present
Ejf Capital LLCDirectorFeb 2013 to Dec 2017
Independent Fiduciary ServicesSenior Investment AnalystFeb 2008 to Jan 2013
WilmerhaleJunior Financial AnalystNov 2007 to Feb 2008
Harbourvest PartnersFinancial Reporting AssistantMar 2006 to Sep 2007

Education

Marist College

Bachelor of Science, Accounting, Business Finance

2001 2005

Others at Ejf Capital LLC (17)

NameRoleLocation
A
Asheel Shah
Senior Managing Director, Head of Real EstateArlington, VA , United States
Billy Walsh
Billy Walsh
Partner, Managing Director, Head of Business DevelopmentWashington, DC , United States
Brett Nelson
Brett Nelson
Managing Director, Portfolio ManagementArlington, VA , United States
C
Chris Kazacos
Senior Managing Director and Partner, TradingArlington, VA , United States
Derrick Preuss
Derrick Preuss
Managing Director, Business DevelopmentUnited States
Elizabeth Mazer
Elizabeth Mazer
Senior Managing DirectorLong Hill, NJ , United States
Jason Ruggiero
Jason Ruggiero
Co-Chief Investment Officer, Senior Portfolio ManagerArlington, VA , United States
O
Omer Ijaz
Senior Managing Director, Portfolio ManagerLondon, United Kingdom
R
Regina Richardson
PresidentArlington, VA , United States
S
Steve Stelmach
Managing DirectorArlington, VA , United States
Showing 1-10 of 17 team members

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