TriState Capital Bank competitors

William C. Fallon was elected as a Director of the Company in May 2017, and appointed as Chief Executive Officer in September 15, 2017. Prior to being named Chief Executive Officer and Director, Mr. Fallon served as President, Chief Operating Officer, and Vice President of the Company and head of the Global Structured Finance Division. Mr. Fallon also serves as President and Chief Executive Officer of National. From July of 2005 to March 1, 2007, Mr. Fallon was Vice President of the Company and head of Corporate and Strategic Planning. Prior to joining the Company in 2005, Mr. Fallon was a partner at McKinsey & Company and co-leader of that firm’s Corporate Finance and Strategy Practice.

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.

Mark Anson is the Chief Executive Officer, President, and Chief Investment Officer for the Commonfund with $30 billion of AUM. He is also a Board member of the Commonfund and, as such, has full Fiduciary, Executive, and Investment authority. Previously, he was the CIO for the Bass Family Office of Ft. Worth, Texas which was recognized as Family Office of the Year for 2014-2015. He was the President and Executive Director of Investment Services at Nuveen Investments, a full service asset management firm with over $900 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for both Hermes Pension Management, a £55 billion asset management company, and for the British Telecom Pension Scheme, the largest fund in the UK with assets of £45 billion and the sole owner of Hermes. Prior to joining BTPS, he served as the Chief Investment Officer of the California Public Employees' Retirement System, the largest pension fund in the United States with over $300 billion in assets. Mark is the only person to serve on the CFA and CAIA Board of Governors. Currently, he is the Chair of the Investment Committee for the UAW Medical Benefits Trust, and is a board member for the Toigo Foundation, and the Northwestern University School of Law. Mark has published over 100 journal articles and 5 financial textbooks and has won three Best Paper Awards. He is the author of the Handbook of Alternative Assets, the textbook used for the CAIA certification program. Mark earned a B.A. in Economics and Chemistry from St. Olaf College, a J.D. from Northwestern Univ. School of Law, and a Masters and a Ph.D. in Finance from Columbia Univ. Graduate School of Business, all with honors. He is a member of the NY and IL Bar. In addition, Mark has won several awards for leadership in institutional asset management. Last, he has earned the CFA, Chartered Alternative Investment Analyst, Certified Public Accountant, Chartered Global Management Accountant, and Certified Internal Auditor professional designations.

Bill O’Malley joined Income Research in 1994, and has been part of the leadership team and a shareholder of the Firm since 2001. He became one of the three Managing Principals of the Firm when those titles were introduced in 2008. In his new role as CEO, Mr. O’Malley will continue to oversee the Firm’s Investment Team, which he has led since 2007, and the Client Service Team, which he has led since 2017. He will also have oversight of the Operations, Technology, Human Resources, and Finance Teams.