Experience

Waterfield Financial

• United States
• Investment Management
• 1 - 100 Employee

• Chairman & CEO

  • Jun 2010 - Present

  Indiana, United States www.waterfield.com



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Analyst, Hedge Fund Manager, CEO

  • Jun 1994 - Jun 2010

  New York City & Los Angeles Mr. Waterfield began as an equity analyst at Goldman Sachs in Institutional Sales in New York City. He later became CEO & Senior Portfolio Manager for a hedge fund seeded by a Senior Goldman Limited Partner, during which time he served as CEO of a bank holding company formed and governed by a group of Goldman’s Limited Partners, including the Head of Goldman’s Global Bank Stock Analysis Group, the former Head of Goldman’s Financial Institutions Group, and the former Chairman of Goldman Sachs… Show more Mr. Waterfield began as an equity analyst at Goldman Sachs in Institutional Sales in New York City. He later became CEO & Senior Portfolio Manager for a hedge fund seeded by a Senior Goldman Limited Partner, during which time he served as CEO of a bank holding company formed and governed by a group of Goldman’s Limited Partners, including the Head of Goldman’s Global Bank Stock Analysis Group, the former Head of Goldman’s Financial Institutions Group, and the former Chairman of Goldman Sachs International. The bank holding company he ran owned and operated two of the world’s first Internet Banks, as well as fourteen (14) different affinity banking centers, among them banking centers for The National Rifle Association (NRA), The American Association of Retired Persons (AARP), and The United States Air Force Association (USAA). Show less



Prudential Securities

• United States
• Banking
• 1 - 100 Employee

• Bank Stock Analyst

  • Jun 1992 - Jun 1994

  While attending classes at Columbia University, Mr. Waterfield worked under Prudential’ s well-regarded Senior Bank Stock Analyst George M. Salem, infamous inside Wall Street circles for his bearish bank stock views and demanding demeanor. Underneath Mr. Salem, Mr. Waterfield worked alongside Ruchi Madan, who later became Head Strategist for Citigroup Global Markets, and Brian Divney, who later became Managing Principal of Timberline Capital Management.