Income Research + Management competitors

Ken Moelis is Founder, Chairman and Chief Executive Officer of Moelis & Company, a global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. Mr. Moelis has over 30 years of investment banking experience. Prior to founding Moelis & Company, he worked at UBS from 2001 to 2007, where he was most recently President of UBS Investment Bank and previously Joint Global Head of Investment Banking. Before joining UBS, Mr. Moelis was Head of Corporate Finance at Donaldson, Lufkin & Jenrette, where he worked from 1990 through 2000. Mr. Moelis serves on the University of Pennsylvania Board of Trustees, the Wharton Board of Overseers, the Board of the Tourette Syndrome Association, and the Board of Governors of Cedars Sinai Hospital. He holds an undergraduate degree and an M.B.A. from the Wharton School at the University of Pennsylvania.

Mr. Albert G. Lowenthal is Chairman of the Board, Chief Executive Officer of Oppenheimer Holdings Inc., since 1985. Mr. Lowenthal is Chairman of the Board and Chief Executive Officer of the Company, positions he has held since 1985. Mr. Lowenthal has worked in the securities industry since 1967. Mr. Lowenthal’s experience in the securities industry and as Chief Executive of the Company gives him unique insights into the Company’s challenges, opportunities and operations.

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics

A vision driven leader with a record of driving revenue growth and profitability by developing and executing highly effective strategies within defined risk parameters. Russ Holland has over 26 years of diverse financial services experience involving over $6 billion of consumer, entertainment and commercial loans originated across the United States. In 2013 Russ joined the executive leadership group of SouthCrest Bank NA in Metro Atlanta. At SouthCrest he established a credit culture built to produce high quality consumer and small business banking relationships within this growth oriented financial services company. In 2016, he led the bank's entry into the Entertainment Banking market segment. From 2006 to 2013, Russ Holland was an integral member of the executive management team at Seacoast National Bank, a $4+ billion bank operating 40 retail offices throughout Central and South Florida. At Seacoast he was responsible for the growth, risk management and performance of all lending functions including Business Banking and residential, consumer, commercial and commercial real estate lending. In 2001 Holland joined Union Bank of Florida (now part of BB&T). Here Holland played a critical role in developing the bank's lending teams in order to provide the appropriate platform to grow this South Florida community bank from under $400 million in assets to over $1 billion in assets at the time of its ultimate sale for four times book value in 2005. Holland's career is built on a strong commercial credit foundation beginning at the accounting firm KPMG in Stamford, CT. This foundation was strengthened by the credit policy and commercial credit roles held by Holland at Barnett Bank and it's successors NationsBank and Bank of America. In addition, Mr. Holland was the Chief Financial Officer for the Swerdlow Real Estate Group, a private commercial REIT where Holland helped raise capital and arrange debt to acquire and develop over $1 billion in assets.