Joseph Waterfill Papers
Scope and Contents
The Joseph Waterfill Papers contain investment files covering various topics from the early 1970s on. They include research from street sources which are considered the best on topic that crossed Waterfill's desk over his 25+ years as an investment consultant. This material covers the end of investment management by fundamentals before Modern Portfolio Theory. The collection also includes computer applications to portfolio management from the 1960s to 2000, before AI.
Dates
- Creation: 1960 - 2000
Conditions Governing Access
The physical materials from this collection may be viewed only in the reading room of Vanderbilt’s Special Collections and University Archives. Materials should be requested two to three days in advance to facilitate easier access. Contact specialcollections@vanderbilt.edu to schedule an appointment.
Biographical / Historical
Joseph H. Waterfill III graduated from the United States Naval Academy in 1963. After graduation, he served as an Anti-Submarine Warfare (ASW) Officer on the USS Sellers and then as Executive Officer (XO) and navigator on the USS Pluck. Waterfill married Nancy Allen on July 1, 1967, and the couple had a daughter named Julia. The family moved to Nashville, Tennessee, in 1970, and Waterfill received his MBA from Vanderbilt University in 1973. He went on to manage institutional portfolios for Lionel D. Edie, the First National Bank of Atlanta, and other financial groups.
Full Extent
3.36 Linear Feet (8 Hollinger boxes)
Language of Materials
English
Abstract
The Joseph Waterfill Papers, 1970-2000, consist of papers related to investments and portfolio management gathered by investment consultant Joseph Waterfill.
- Title
- Finding Aid for the Joseph Waterfill Papers
- Status
- Completed
- Author
- Mary McSparran
- Date
- 2025
- Language of description
- English
- Script of description
- Latin
Repository Details
Part of the Vanderbilt University Special Collections and University Archives Repository
Special Collections Library
1101 19th Ave. S.
Nashville TN 37212 United States
specialcollections@vanderbilt.edu
About this Site
This site contains collection guides, or finding aids, to the archival collections held by Vanderbilt University Special Collections and University Archives, the History of Medicine Collection, and the Scarritt Bennett Center. Finding aids describe the context, arrangement, and structure of archival materials, allowing users to identify and request materials relevant to their research.
Requesting Materials
Each finding aid contains a link to request materials from the collections. Collections can also be requested by emailing the repository directly through the library website. Each repository has its own location, hours, and contact information. Please consult the repository with questions about using the materials. Collections are non-circulating and must be used in the repository’s reading room. In many cases, the collections are stored off-site and require advance notice for retrieval.