WATERFIELD ENTERPRISES

Waterfield, established in 1928 in Northern Indiana, is today one of the largest private financial service organizations in America. The organization has acquired operations dating back to 1887. Through offices in New York City, San Francisco, Los Angeles, Boston, Miami, Chicago, Irvine, Oklahoma, Minnesota, Arizona, Texas, and Roanoke, Indiana, among others, Waterfield has investments in over eighty different entities, and networked operations spanning over 50 countries in North America, Latin America, Western Europe, South America, Asia, Africa, and the Middle East. Waterfield conducts business according to The Waterfield WayTM, a time-honored cultural tradition we believe has been the foundation of our success.

LEADERSHIP

Waterfield is led by Richard R. Waterfield, who graduated with a BA in Economics from Columbia University in 1994, and J. Randall Waterfield, who graduated with a BA in Psychology from Harvard University in 1996. Both are Goldman Sachs alumni. Both are members of MENSA.

Waterfield’s leadership team is second to none. For more information, please visit our Leadership page.

GOALS

Waterfield’s investment timeframe is forever. We work to grow book value at a reasonable pace with no exit in mind.

LOCATIONS

Waterfield Group New York

Waterfield Group London

Waterfield Group Tulsa

Waterfield Group Los Angeles