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Moelis & Company CEO and Executives

Executive Summary. Based on our data team's research, Kenneth David Moelis is the Moelis & Company's CEO. Moelis & Company has 900 employees, of which 42 are in a leadership position.
Here are further demographic highlights of the leadership team:
  • The Moelis & Company executive team is 29% female and 71% male.
  • 62% of the management team is White.
  • 15% of Moelis & Company management is Hispanic or Latino.
  • 10% of the management team is Black or African American.
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Name & TitleBio
Kenneth David Moelis

Chairman & Chief Executive Officer

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 Ann Crain

COO/Co-Founder

Elizabeth Ann Crain's LinkedIn

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.

Jeffrey Raich

Board Member

Navid Mahmoodzadegan J.d

Board Member

Phillis Newman

Chief Executive Officer and Founder

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

Christopher Callesano

Chief Accounting Officer

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.

Eric Cantor

Vice Chairman & MD of Washington

Joseph W. Simon

Chief Financial Officer

Joseph W. Simon's LinkedIn

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.

Kenneth L. Shropshire

Board Member

Osamu R. Watanabe

General Counsel

Osamu R. Watanabe's LinkedIn

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.

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Moelis & Company Founders

Name & TitleBio
Kenneth David Moelis

Chairman & Chief Executive Officer

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 Ann Crain

COO/Co-Founder

Elizabeth Ann Crain's LinkedIn

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.

Jeffrey Raich

Board Member

Navid Mahmoodzadegan J.d

Board Member

Phillis Newman

Chief Executive Officer and Founder

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

Moelis & Company Board Members

Name & TitleBio
Kenneth David Moelis

Chairman & Chief Executive Officer

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 Ann Crain

COO/Co-Founder

Elizabeth Ann Crain's LinkedIn

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.

Jeffrey Raich

Board Member

Navid Mahmoodzadegan J.d

Board Member

Eric Cantor

Vice Chairman & MD of Washington

Joseph W. Simon

Chief Financial Officer

Joseph W. Simon's LinkedIn

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.

Kenneth L. Shropshire

Board Member

John A. Allison

Board Member

Kate Pilcher Ciafone

Board Member

Neel Malviya

Board Member

Moelis & Company Leadership Demographics

Moelis & Company Gender Distribution in Management Team

  • The Moelis & Company executive team is 29% female and 71% male.
  • Moelis & Company is 32% female and 68% male company-wide.
Male
Male
71%
Company-wide: 68%
Female
Female
29%
Company-wide: 32%

Moelis & Company Executives by Race

Management Team:
  • The most common ethnicity among Moelis & Company executive officers is White.
  • 62% of the management team is White.
  • 15% of Moelis & Company's management is Hispanic or Latino.
  • 10% of the management team is Black or African American.
Company-wide:
  • White is the most common ethnicity company-wide.
  • 48% of employees are White.
  • 21% of employees are Hispanic or Latino.
  • 19% of employees are Asian.
  • Management Team
  • General
100%
80%
60%
40%
20%
0%
Unknown
White
Black or African American
Asian
Hispanic or Latino

Moelis & Company Jobs Nearby

What employees say about the executives at Moelis & Company

Employee Reviews
profile
4.0
A zippia user wrote a review on Aug 2020
Pros of working at Moelis & Company

Nice office and environment

Cons of working at Moelis & Company

Too much politics and low level staff in IT department

Moelis & Company Benefits

Work life balance

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Moelis & Company Executives FAQs

Zippia gives an in-depth look into the details of Moelis & Company, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Moelis & Company. The employee data is based on information from people who have self-reported their past or current employments at Moelis & Company. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Moelis & Company. The data presented on this page does not represent the view of Moelis & Company and its employees or that of Zippia.

Moelis & Company may also be known as or be related to MOELIS & CO and Moelis & Company.