Company Profile

Waterfield prides itself on a culture built on over 90 years of customer-first service and ideology. Whether you are a corporate client, private banking client, investor, employee, or simply a friend, we put you first in every instance.

Today’s Waterfield is much different than the Waterfield of 1928. Our investment banking, asset management, principle Investments and financial technology companies handle multi-billion dollar transactions for oftentimes millions of customers, but our culture is the same. For more information on our culture, please click here.

Key Executives

Dale Jones

Richard R. Waterfield

Chairman & CEO of Waterfield Enterprises

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J. Randall Waterfield

J. Randall Waterfield

Chairman & CEO of Waterfield Group

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Rick A. Brown

Rick A. Brown

CFO, Waterfield Group & Waterfield Enterprises. Former Senior Auditor, Ernst & Young.

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Pete Waldroop

Pete Waldroop

CEO, Waterfield Energy

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Evan Jones

Evan Jones

CCO, Waterfield Technologies

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Eric Taylor

Eric Taylor

Controller, Waterfield Technologies

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Lana Beregszazi

Lana Beregszazi

CEO, Waterfield Utilities

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Scott Landis

Scott Landis

President, Vox Network Solutions

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Mark Osen

Mark Osen

COO, Waterfield Technologies

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Vladimir Babiuc

Vladimir Babiuc

Sr. VP of Finance and Accounting, Waterfield Technologies

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JP Reddy

JP Reddy

General Manager, Waterfield Technologies

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Cynthia Stryker

Cynthia Stryker

VP of Marketing, Waterfield Technologies

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Kerry Robinson

Kerry Robinson

VP of Conversational AI, Waterfield Technologies

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Strategic Advisors

Dale Jones

Dale Jones

Vice Chairman & Partner of the CEO & Board Practice in the Americas.

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Rajeev V Date

Rajeev V. Date

Former Special Advisor to the Secretary of the Treasury

Former Deputy Director of the United States Consumer Financial Protection Bureau

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John_E_Messervey

John E. Messervey

Founder and President of The National Family Business Council (NFBC)

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Dominic Pange

Dominic Pang Yat Ting,
BA, JD

Chairman, Chun Wo Development Holdings Limited (0711.HK) – HKSE

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John G. Marino

John G. Marino

CEO, Voice Foundry

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David Samberg

David Sandberg

Director, Waterfield Technologies Chairman, Red Oak Partners, LLC

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Michael V. LaBriola

Michael V. LaBriola

Partner, Haney LaBriola, LLP

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Darrell Petty

Darrell Petty

Advisor, Waterfield Energy, Former Partner & Managing Director, Accenture.

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Mark Moses

Mark Moses

Founding Partner, CEO Coaching International

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Michael Maas

Michael Maas

CEO Coaching International

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Jeremy Senk

Jeremy Senk

Carson’s Managing Partner

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Our Services

Waterfield Group is a global investment management company. Our mission is to buy and build great companies.