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Karli Waterman

Karli Waterman

Managing Director at Ejf Capital LLC

United States

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

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 (8)

NameRoleLocation
Billy Walsh
Billy Walsh
Partner, Managing Director, Head of Business DevelopmentWashington, DC , United States
Elizabeth Mazer
Elizabeth Mazer
Senior Managing DirectorLong Hill, NJ , United States
O
Omer Ijaz
Senior Managing Director, Portfolio ManagerLondon, United Kingdom
C
Christopher Scheller
Portfolio AnalystWoodbridge, VA , United States
Michael Schafer
Michael Schafer
Portfolio AnalystWashington, DC , United States
M
Michelle Sun
Hedge Fund AnalystBaltimore, MD , United States
Paul Pulickal
Paul Pulickal
AnalystNorwich, United Kingdom
Todd Pitsinger
Todd Pitsinger
Managing DirectorUnited States