Karli Waterman

Managing Director, Head of Investor Relations

Ms. Waterman joined EJF in 2013 and oversees EJF’s investor relation efforts.

In addition to overseeing all aspects of investors’ due diligence processes, Ms. Waterman is focused on building constructive relationships with investors while also serving as a liaison between the firm’s investors, portfolio management and operational teams.  Ms. Waterman serves as chair of EJF’s ESG Committee.  Prior to joining EJF, she spent 5 years at Gallagher Fiduciary Advisors as an Investment Analyst in the firm’s retainer consulting group and worked closely with the firms Taft Hartley Defined Benefit Plan and Defined Contribution Plan clients.  She also previously worked as a Financial Reporting Assistant at HarbourVest Partners in Boston, MA.  Ms. Waterman earned her BS in Business Administration with a concentration in Finance and minor in Accounting from Marist College in Poughkeepsie, NY.

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