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
Rick A. Brown
CFO, Waterfield Group & Waterfield Enterprises. Former Senior Auditor, Ernst & Young.
Strategic Advisors
Rajeev V. Date
Former Special Advisor to the Secretary of the Treasury
Former Deputy Director of the United States Consumer Financial Protection Bureau
Our Services
Waterfield Group is a global investment management company. Our mission is to buy and build great companies.