Moelis & Company CEO and Leadership

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.

Elizabeth Crain works at MERRILL LYNCH & CO., INC. and a Trustee at Windward, COO/Co-Founder at Moelis & Company, and Board Member at Moelis & Company. She has worked as Managing Director at UBS Investment Bank and Principal at Morgan Stanley Capital Partner. Elizabeth works or has worked as Principal at Mccown De Leeuw & Co., MEMBER at Graduate Executive Board of The Wharton School, and Board Member at UBS Investment Bank. She attended The Wharton School between 1990 and 1992, Arizona State University between 1983 and 1987, and University of Pennsylvania.

Phillis Newman is a Chief Executive Officer and Founder at Moelis & Company and is based in Newman Jay D. Newton Evelyn.

Chris Callesano is a Chief Accounting Officer at Moelis & Company. He has worked as Senior VP/Controller at Moelis & Company. Chris studied at Pennsylvania State University and New York University.

Joseph 'Joe' Simon is a Chief Financial Officer at Moelis & Company, Managing Director/CFO at Assured Guaranty Municipal, and Board Member at Financial Security Assur Inc. He has experience at Price Waterhouse and has worked as VP/Principal at Morgan Stanley, CFO at Intralinks, and CFO/Global Controller/Gbl Head at Cantor Fitzgerald. Joseph studied at University of Michigan Ross School of Business between 1981 and 1983 and Cornell University between 1976 and 1980.

Osamu Watanabe is a Chief Compliance Officer/Secretary at Moelis & Company and General Counsel/Secretary at Moelis & Company and is based in New Orleans, Louisiana. He has worked as General Counsel at Upfront Ventures, Executive Director and Senior Counsel at UBS, and Judicial Clerk at United States District Court for the Eastern District of Louisiana. Osamu works or has worked as Senior VP/Co-Head/General Cnsl at CREDIT SUISSE GROUP AG and Senior VP/Co-Head/General Cnsl at DONALDSON LUFKIN & JENRETTE/. He attended Antioch College between 1978 and 1982, Sewanhaka between 1975 and 1978, and Protestant Episcopal Church in the Diocese of California.

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.

Elizabeth Crain works at MERRILL LYNCH & CO., INC. and a Trustee at Windward, COO/Co-Founder at Moelis & Company, and Board Member at Moelis & Company. She has worked as Managing Director at UBS Investment Bank and Principal at Morgan Stanley Capital Partner. Elizabeth works or has worked as Principal at Mccown De Leeuw & Co., MEMBER at Graduate Executive Board of The Wharton School, and Board Member at UBS Investment Bank. She attended The Wharton School between 1990 and 1992, Arizona State University between 1983 and 1987, and University of Pennsylvania.

Phillis Newman is a Chief Executive Officer and Founder at Moelis & Company and is based in Newman Jay D. Newton Evelyn.

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.

Elizabeth Crain works at MERRILL LYNCH & CO., INC. and a Trustee at Windward, COO/Co-Founder at Moelis & Company, and Board Member at Moelis & Company. She has worked as Managing Director at UBS Investment Bank and Principal at Morgan Stanley Capital Partner. Elizabeth works or has worked as Principal at Mccown De Leeuw & Co., MEMBER at Graduate Executive Board of The Wharton School, and Board Member at UBS Investment Bank. She attended The Wharton School between 1990 and 1992, Arizona State University between 1983 and 1987, and University of Pennsylvania.

Joseph 'Joe' Simon is a Chief Financial Officer at Moelis & Company, Managing Director/CFO at Assured Guaranty Municipal, and Board Member at Financial Security Assur Inc. He has experience at Price Waterhouse and has worked as VP/Principal at Morgan Stanley, CFO at Intralinks, and CFO/Global Controller/Gbl Head at Cantor Fitzgerald. Joseph studied at University of Michigan Ross School of Business between 1981 and 1983 and Cornell University between 1976 and 1980.