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
Richard R. Waterfield
Chairman & CEO of Waterfield Enterprises
J. Randall Waterfield
Chairman & CEO of Waterfield Group
Steve Kezirian
Chief Executive Officer, Waterfield Technologies
Rick A. Brown
CFO, Waterfield Group & Waterfield Enterprises. Former Senior Auditor, Ernst & Young
Pete Waldroop
CEO, W Energy
Davis Lamm
President of Waterfield Ranches & Farms, Waterfield Natural Resources
Mark Osen
Chief Operating Officer, Waterfield Technologies
Vladimir Babiuc
SVP, Finance and Accounting, Waterfield Technologies
Kerry Robinson
VP of Conversational AI, Waterfield Technologies
Strategic Advisors
Dale Jones
Vice Chairman & Partner of the CEO & Board Practice in the Americas
Rajeev V. Date
Former Special Advisor to the Secretary of the Treasury
Former Deputy Director of the United States Consumer Financial Protection Bureau
John E. Messervey
Founder and President of The National Family Business Council (NFBC)
Dominic Pang Yat Ting,
BA, JD
Chairman, Chun Wo Development Holdings Limited (0711.HK) – HKSE
Dr. Gerald Bell
Founder and CEO, Bell Leadership Institute
David Sandberg
Director, Waterfield Technologies Chairman, Red Oak Partners, LLC
Michael V. LaBriola
Partner, Haney LaBriola, LLP
Darrell Petty
Advisor, W Energy, Former Partner & Managing Director, Accenture
Mark Moses
Founding Partner, CEO Coaching International
Michael Maas
CEO Coaching International
Jeremy Senk
Carson’s Managing Partner
Our Services
Waterfield Group is a global investment management company. Our mission is to buy and build great companies.