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Kenneth D. Moelis
Born 1958 (age 56–57)
Nationality United States
Ethnicity Jewish
Education B.S. and M.B.A. Wharton School of the University of Pennsylvania
Occupation businessman
Known for founder of Moelis & Company
Spouse(s) Julie Lynn Taffet
Parent(s) Gaye Gross Moelis
Herbert I. Moelis
Family Cindy S. Moelis (sister)
Robert S. Rivkin (brother-in-law)

Kenneth D. Moelis (born 1958)[1] is an investment banker and founder of Moelis & Company, an independent investment banking firm.

Early life and education[edit]

Moelis is the son of Gaye (née Gross) and Herbert I. Moelis, president of Equity Leasing Corporation, an office equipment company in New York, of which his grandfather, Paul I. Gross was its retired president.[1] His father is also a breeder of thoroughbred race horses at his CandyLand Stables in Middletown, Delaware.[2] Moelis holds a Bachelor of Science in Economics and a Masters of Business Administration from the Wharton School of the University of Pennsylvania.[3]


Moelis began his career at Drexel Burnham Lambert in 1981 where he would ultimately serve as a managing director working for Michael Milken in the firm's Los Angeles office. Following the collapse of Drexel, Moelis left with a portion of his team to join Donaldson Lufkin & Jenrette where he served as head of its corporate finance investment banking division.[4] Under Moelis, DLJ emerged as a prominent investment banking firm in Los Angeles in the 1990s.[5][6]

Following the acquisition of DLJ by Credit Suisse First Boston in 2000, Moelis was named head of US investment banking of the combined firm in September 2000.[7] However, his tenure at CSFB would be short, announcing his departure for UBS (then known as UBS Warburg) just months later taking the core of his team with him, including a number that would later join Moelis & Company.[8][9] Moelis recruited more than 70 senior investment bankers to UBS within three months of his arrival.[10]

In his six years at UBS, Moelis ultimately assumed the role of president of UBS Investment Bank and was credited with the build-out of UBS's investment banking operation in the United States. By the end of 2006, UBS was ranked Top 4 in the global fee pool for the first time.[11]

Moelis founded Moelis & Company along with several fellow senior UBS investment bankers that included Navid Mahmoodzadegan, Jeff Raich, John Momtazee, Todd Wadler, Elizabeth Crain and Warren Woo.[12][13][14] Moelis's departure was caused primarily by repeated conflict over the company's inflexible bureaucracy.

Other affiliations[edit]

Moelis received both his undergraduate degree and MBA from The Wharton School at the University of Pennsylvania in 1981. Today he serves as a member of the Wharton Board of Overseers. Moelis is Chairman of the Tourette Syndrome Association and serves on the Board of Governors of Cedars Sinai Hospital. Moelis is a member of the Hillcrest Country Club. In 2011 he was included in the 50 Most Influential ranking of Bloomberg Markets Magazine.

Personal life[edit]

In 1983, Moelis married Julie Lynn Taffet in a Jewish ceremony at the Sephardic Temple in Cedarhurst, New York.[1] His sister, Cindy S. Moelis, was appointed director of the Presidential Commission on White House Fellows and is married to Robert S. Rivkin who was appointed by President Barack Obama as the 21st General Counsel of the United States Department of Transportation (DOT)[15][16]

See also[edit]


Original courtesy of Wikipedia: http://en.wikipedia.org/wiki/Ken_Moelis — Please support Wikipedia.
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387 news items

Tue, 13 Oct 2015 11:45:00 -0700

Ken Moelis, Chairman and Chief Executive Officer, and Joe Simon, Chief Financial Officer, will also host a related conference call at 4:30pm ET on the same day (October 28, 2015) to review the financial results. Following the review, there will be a ...
Tue, 13 Oct 2015 02:45:00 -0700

Since opening its Dubai office in 2011, the investment bank started by Wall Street veteran Ken Moelis, has advised on transactions including the $25 billion debt restructuring of state-owned conglomerate Dubai World and port operator DP World Ltd's $2 ...
Thu, 17 Sep 2015 09:07:30 -0700

Rick has decades of leadership experience and is one of the most talented M&A bankers so having him focus on advising our clients on their most important strategic decisions is valuable to our clients and also to our Firm,” said Ken Moelis, Chairman ...

New York Times

New York Times
Sat, 03 Oct 2015 03:23:58 -0700

Moelis & Company, founded in 2007 by the longtime investment banker Ken Moelis, has a reputation for being a demanding place to work, in large part because its main business — advising on mergers and acquisitions — can be grueling, especially in the ...
Mon, 21 Sep 2015 10:52:20 -0700

Moelis & Co. said it is shunning commission payments to bankers as the boutique firm challenges larger rivals to win deals and attract talent. The merger-advisory firm prefers to reward managing directors with year-end bonuses that are subjective, ...
Tue, 22 Sep 2015 09:00:45 -0700

Ken Moelis held more than $400 million at the time, which included shares held in a trust for his family. He founded the company in 2007. Former Morgan Stanley banker Robert Greenhill owned more than 25 percent of Greenhill & Co. when he took it public ...
Seeking Alpha
Tue, 06 Oct 2015 11:45:00 -0700

The turning point came in mid-2014 with the listing of Moelis (NYSE:MC), the boutique firm founded by the former UBS (NYSE:UBS) banker Ken Moelis in 2007. The industry has already created franchise value of more than5.0bn in the listed space.

Wall Street Journal

Wall Street Journal
Wed, 30 Sep 2015 16:06:02 -0700

Shares in Moelis, helmed by star M&A banker Ken Moelis, are up just 5% since its April 2014 initial public offering. Competition has also intensified—both for clients and investors, as big-name bankers from large firms have struck out on their own ...

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