Karli A. Waterman

Finance

Consumer Services

Profile

Ms. Karli A.
Waterman is a Senior Analyst at Independent Fiduciary Services, Inc. Prior to joining IFS in February 2008, Ms. Waterman worked with HarberVest Partners in Boston as a Financial Reporting Assistant in their Partnership Performance Group, responsible for the Firm's partnership performance analysis.
She assisted in the gathering and tracking of information for over 850 Primary and Secondary Partnership investments; this information was used to evaluate future investments as well as provide a reporting basis for investors.
Her primary focus was to update and analyze fund portfolios on a semi-annual basis.
Ms. Waterman graduated with honors from Marist College earning a Bachelor of Science in Business Administration with a concentration in Finance and minor in Accounting.

Former positions of Karli A. Waterman

Companies	Position	End
Independent Fiduciary Services, Inc. Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations	Analyst-Equity	-

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Training of Karli A. Waterman

Marist College

Undergraduate Degree

Experiences
Positions held

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Private companies