Mariner Investment Group 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.

Kenneth M. Jacobs (born 1957/1958) is the chairman and chief executive officer of Lazard since November 16, 2009. Jacobs joined Lazard in 1988. Jacobs was named a Lazard Partner in 1991, and in 2002 he was named Deputy Chairman and Head of North America for Lazard. In this role, he focused on enhancing the firm's business by entering into new markets and adding new practices, such as restructuring, strategic capital structure advice, and private fund advisory. He also focused on bringing in new staff specializing in energy, technology and healthcare.

John Bonow is a Managing Director at Public Financial Management, Managing Director at Pfm Asset Management, and Board Member at PFM Group and is based in Philadelphia, Pennsylvania. He has worked as Analyst at Public Financial Management. John attended Yale University between 1987 and 1991.

Mario Joseph Gabelli (born June 19, 1942) is an American stock investor, investment advisor, and financial analyst. He is the founder, chairman, and CEO of Gabelli Asset Management Company Investors (Gamco Investors), an investment firm headquartered in Rye, New York. Forbes Magazine listed him as #1477 on the list of Billionaires. On January 10th, 2000, Gabelli was inducted into the Barron's (newspaper) All Century Team, their list of the most influential mutual fund industry portfolio managers. Mr. Gabelli was named an honorary member of Local 6 and the Hotel Trades Council in December 2019 and formally inducted into the Horatio Alger Association of Distinguished Americans on April 2-4, 2020, during the Association's 73rd Horatio Alger Award Induction Ceremonies in Washington, D.C.

Robert Steers, Chief Executive Officer of Cohen & Steers, founded the firm with Martin Cohen in 1986 as the first investment advisor dedicated to real estate securities. He serves on the Advisory Committee for the International Monetary Fund’s Staff Retirement Plan. At his alma mater of Georgetown University, Mr. Steers is Chairman of the Executive Committee of the Steers Center for Global Real Estate and is a member of the Endowment Investment Committee. From 1982 to 1986, he was Chief Investment Officer of National Securities and Research Corporation, where he and Mr. Cohen organized and managed the first real estate securities mutual fund in the United States. Prior to that, Mr. Steers was an analyst and portfolio manager of Citibank’s Emerging Growth Stock Fund. Mr. Steers holds a BS from Georgetown University and an MBA from George Washington University. He is based in New York.

Tom Finke is Chairman and Chief Executive Officer of Babson Capital Management, a position he has held since 2008. Mr. Finke has guided the growth of Babson into a global investment management firm with over $200 billion in assets under management and locations in U.S., Europe, Australia and Asia. In addition to his Babson duties, Mr. Finke is Chairman of Cornerstone Real Estate Advisers, LLC and Director of Wood Creek Capital Management, LLC; both are wholly owned subsidiaries of Babson Capital Management LLC. Between December 2008 and May 2011, Mr. Finke also served as Executive Vice President and Chief Investment Officer for the Massachusetts Mutual Life Insurance Company, relinquishing these duties to focus on the expanding Babson enterprise. Mr. Finke’s 28-year financial career has included roles in both the banking and investment industries. He joined Babson in June 2002 when the firm acquired First Union Institutional Debt Management, a $3.6 billion high yield loan manager he co-founded in 1998, from Wachovia Corporation. Mr. Finke’s career prior to IDM included positions in High Yield and Loan Syndications at First Union Capital Markets, Bear Stearns and Company and Mellon Bank. Mr. Finke has been an active advocate for the leveraged loan and securitized markets. He was a founding member of the Board of Directors for the Loan Syndication & Trading Association (“LSTA”), and also for the Structured Finance Industry Group (“SFIG”). Mr. Finke received an M.B.A. from Duke University's Fuqua School of Business and holds a bachelor's degree from the University of Virginia's McIntire School of Commerce.

Margaret Caswell is an Executive Assisant to CEO & CFO at Loomis Sayles & Company and Executive Assistant to CEO, CFO & COO at Loomis Sayles & Company and is based in Boston, Massachusetts. She has worked as Investor Relations Assistant at Highfields Capital, Full Discretion Administrative Assistant at Loomis Sayles & Company, and Garden Design Department Administrator at Winston Flowers. Margaret attended Gonzaga University between 2004 and 2004 and University of Southern California between 2002 and 2006.

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.