Ken Moelis (born 1958) is an investment banker and founder of Moelis & Company, an independent investment banking firm.
Ken Moelis holds a Bachelor of Science in Economics and a Masters of Business Administration from the Wharton School of the University of Pennsylvania.
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. Under Moelis, DLJ emerged as a prominent investment banking firm in Los Angeles in the 1990s.
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. 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. Moelis recruited more than 70 senior investment bankers to UBS within three months of his arrival.
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.
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. Moelis's departure was caused primarily by repeated conflict over the company's inflexible bureaucracy.
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.
- ^ $5 Million from Alumni Julie and Ken Moelis to Support Wharton Sports Business Initiative. University of Pennsylvania Almanac, March 4, 2008
- ^ Moelis to Leave CSFB for Smaller UBS Warburg. LA Times, November 22, 2000
- ^ Drexel Alumni Move Onward. New York Times, August 13, 2000
- ^ Los Angeles, Back on the Money Map. New York Times, August 13, 2000
- ^ Credit Suisse Assigns Executives. New York Times, September 11, 2000
- ^ Credit Suisse Is Losing Another of Its Top Bankers. New York Times, November 22, 2000
- ^ Two Dozen More Bankers Leave Credit Suisse for UBS. New York Times, December 6, 2000
- ^ Future of UBS Executive Part of Wall Street Chatter March 16, 2007
- ^ Moelis Is Leaving UBS. New York Times, March 19, 2007
- ^ Ex-UBS executive Moelis opens firm. LA Times, July 20, 2007
- ^ Ken Moelis parts ways with UBS: Some wonder if the high-profile investment banker will launch his own firm in L.A. LA Times, March 20, 2007
- ^ His firm has skin in the game. LA Times, August 5, 2008
Tue, 04 Mar 2014 11:36:31 -0800
(Reuters) - Investment banker Ken Moelis' boutique investment firm, Moelis & Co, filed to go public as it looks to take advantage of rising demand for independent advisory services and an improving market for public offerings in the United States. The ...
New York Times
Wall Street Journal (blog)
Tue, 04 Mar 2014 11:58:00 -0800
Kenneth Moelis, founder, chairman and CEO of Moelis & Co., had a salary of $400,000 last year and also received $10,245 in “other compensation,” according to the IPO document filed for the boutique bank Tuesday. His fellow cofounders Navid ...
Wall Street Journal
Wall Street Journal
Tue, 04 Mar 2014 11:24:11 -0800
Veteran deal maker Ken Moelis unveiled plans to take his namesake investment bank public, in a move that will let him and his partners cash in on buoyant financial markets and increasing demand for independent mergers-and-acquisitions advice.
Tue, 04 Mar 2014 15:31:16 -0800
Superstar banker Ken Moelis has been paying handsomely for talent at his privately held advisory firm. Bankers at Moelis & Co. were paid $1.2 million on average last year, according to filings by the fast-growing investment bank, which made its ...
Wed, 05 Mar 2014 11:30:00 -0800
Breakingviews: Ken Moelis' coattail equity (3:30). March 5 - Jeffrey Goldfarb and Breakingviews editors discuss the investment banker's decision to take his eponymous firm public and the questionable corporate governance involved. ( Transcript ).
New York Times
New York Times
Tue, 04 Mar 2014 11:27:49 -0800
Ken Moelis, founder and chief executive of Moelis & Company. Richard Drew/Associated Press Ken Moelis, founder and chief executive of Moelis & Company. Updated, 6:57 p.m. | Since leaving UBS in 2007, the veteran investment banker Kenneth D. Moelis ...
Wed, 05 Mar 2014 07:00:00 -0800
The boutique investment firm looks to leverage enhanced demand for independent advisory services. Twitter Facebook LinkedIn Google+ Email. Investment banker Ken Moelis' Moelis & Co unveiled plans to raise $100 million by offering its class A stock.
Thu, 13 Feb 2014 10:11:15 -0800
Veteran investment banker Ken Moelis, who moved out of Swiss bank UBS in 2007 to set up an investment banking advisory firm in the US, says technology is changing the world and he is lucky to be able to participate in the process. The 56-year-old ...
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