Waterfield

Company Profile

Waterfield prides itself on a culture built on over 80 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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John G. Marino

John G. Marino

President & CEO, Waterfield Technologies

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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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Michael Tetzlaff

Michael Tetzlaff

CFO, Waterfield Energy

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Eric Taylor

Eric Taylor

Controller, 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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Steve Kezirian

Steve Kezirian

Director, Waterfield Technologies CEO, Goji

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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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Our Services

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

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