You're signed outSign in or to get full access.
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
| 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 (17)
| Name | Role | Location |
|---|---|---|
A Asheel Shah | Senior Managing Director, Head of Real Estate | Arlington, VA , United States |
| Partner, Managing Director, Head of Business Development | Washington, DC , United States | |
| Managing Director, Portfolio Management | Arlington, VA , United States | |
C Chris Kazacos | Senior Managing Director and Partner, Trading | Arlington, VA , United States |
| Managing Director, Business Development | United States | |
| Senior Managing Director | Long Hill, NJ , United States | |
| Co-Chief Investment Officer, Senior Portfolio Manager | Arlington, VA , United States | |
O Omer Ijaz | Senior Managing Director, Portfolio Manager | London, United Kingdom |
R Regina Richardson | President | Arlington, VA , United States |
S Steve Stelmach | Managing Director | Arlington, VA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Equity Analyst | Homestead Advisers Corp. | Charlottesville, VA , United States | |
| Portfolio Analyst | Thompson Siegel & Walmsley LLC | Richmond, VA , United States | |
| Portfolio Manager | Thompson Siegel & Walmsley LLC | Richmond, VA , United States | |
| Investment Associate | 1607 Capital Partners, LLC | Richmond, VA , United States | |
| Partner | 1607 Capital Partners, LLC | Richmond, VA , United States |