Analysts
Analysts
Olivier Adler
Analyst
Olivier Adler is an Analyst at Moelis & Company. Mr. Adler was previously a Summer Analyst in the Financial Institutions Group at Goldman Sachs where he worked on several M&A transactions. Prior to this, Mr. Adler was a Summer Analyst at Incofin, an $83 million Microfinance Fund in Antwerp, Belgium.
Mr. Adler received his B.S. in Economics with a Concentration in Finance and a Minor in diplomatic History from The Wharton School at the University of Pennsylvania.
David Caylor
Analyst
David Caylor is an Analyst at Moelis & Company. Mr. Caylor was most recently an Associate at Rosin Company, a real estate private equity firm in Detroit, and prior to that, a Summer Analyst at New Trier Partners, a private equity firm based in Chicago.
Mr. Caylor received a B.B.A. from The Ross School of Business at the University of Michigan.
Daniel Chan
Analyst
Daniel Chan is an Analyst at Moelis & Company. Mr. Chan was previously a Summer Analyst at UBS Investment Bank.
Mr. Chan graduated summa cum laude with a B.S. in Economics with Concentrations in Finance and Marketing from The Wharton School at the University of Pennsylvania.
Terence Clerkin
Analyst
Terence Clerkin is an Analyst at Moelis & Company. Mr. Clerkin joined Moelis & Company after working as an Analyst at Bear Stearns. While at Bear Stearns he advised numerous clients across a broad range of industries on mergers and acquisitions.
Mr. Clerkin graduated with distinction with a B.A. in Economics from the University of Michigan.
Thomas Cosper
Analyst
Tom Cosper is an Analyst at Moelis & Company. Mr. Cosper joined Moelis & Company from Bear Stearns where he was most recently a Leveraged Finance Analyst. Prior to joining Bear Stearns as an Analyst, he spent two summers interning in the company's Strategic and Leveraged Finance Groups.
Mr. Cosper received a B.A. in Finance from The Eli Broad College of Business at Michigan State University.
John Curtius
Analyst
John Curtius is an Analyst at Moelis & Company. Mr. Curtius was previously a Summer Analyst in the FICC Advisory Group at Goldman Sachs, where he worked on M&A transactions and principal investment opportunities in the mortgage and specialty finance sector. Mr. Curtius was previously a Summer Analyst at Wexford Capital Management, a $7.5 billion hedge fund in Greenwich, CT.
Mr. Curtius graduated summa cum laude from Princeton University with an A.B. from the Woodrow Wilson School of Public and International Affairs and a Certificate in Finance.
Hunter Davis
Analyst
Hunter Davis is an Analyst at Moelis & Company. Mr. Davis was most recently an Analyst in the Technology, Media & Telecommunications Group at Bear Stearns. While at Bear Stearns he advised numerous clients across several industries on mergers and acquisitions.
Mr. Davis graduated summa cum laude from The School of Business at the University of Kansas.
Sam Fine
Analyst
Sam Fine is an Analyst at Moelis & Company. Mr. Fine joined Moelis & Company after working as an Analyst at Citi Alternative Investments in New York City.
Mr. Fine received his B.A. in Finance, with Honors, from The Smith School of Business at the University of Maryland, College Park.
Jesse Freedman
Analyst
Jesse Freedman is an Analyst at Moelis & Company. Mr. Freedman was most recently a Summer Analyst at Maxim Group, a boutique investment bank in New York City. Prior to Maxim Group, he was a Summer Analyst at Credit Suisse where he analyzed Mortgage Backed Securities.
Mr. Freedman received his B.A. in Finance from The Smith School of Business at The University of Maryland, College Park.
Jeff Fridberg
Analyst
Jeff Fridberg is an Analyst at Moelis & Company. Mr. Fridberg was previously an Analyst in the M&A Group at JPMorgan, specifically focused on the Nordic region. While at JPMorgan he advised numerous clients across several industries on mergers and acquisitions.
Mr. Fridberg received a Master of Science in Economics and Business from the Stockholm School of Economics.
Gregory Fuhrmeister
Analyst
Gregory Fuhrmeister is an Analyst at Moelis & Company. Mr. Fuhrmeister was previously a Summer Analyst in the Health Care Group at Bear Stearns.
Mr. Fuhrmeister received a B.S. in Business with Majors in Finance and Accounting and a Minor in Economics from The Kelley School of Business at Indiana University.
Matthew Fuller
Analyst
Matthew Fuller is an Analyst at Moelis & Company. Mr. Fuller was most recently an Analyst in the Industrial Growth and Services Group at CIBC World Markets. While at CIBC he advised numerous clients in the aerospace and defense, chemicals, capital goods and metals and mining sectors in a broad range of transactions including buyside and sellside M&A, leveraged buyouts, dividend recapitalizations and equity offerings.
Mr. Fuller graduated cum laude with a B.A. in Economics from Denison University.
Richard Gold
Analyst
Rick Gold is an Analyst at Moelis & Company. Mr. Gold was previously an investment banker in the Consumer & Retail Group at Banc of America Securities, where he executed M&A and leveraged finance transactions.
Mr. Gold holds a B.S. in Industrial and Labor Relations from The School of Industrial and Labor Relations at Cornell University.
Dylan Hallerberg
Analyst
Dylan Hallerberg is an Analyst at Moelis & Company. Mr. Hallerberg was previously a Summer Analyst at Citi Investment Bank and also has prior experience with CCG Investment Bank and DFJ Frontier Venture Capital.
Mr. Hallerberg graduated summa cum laude with a B.A. in Business Economics from the University of California at Santa Barbara.
Ross Kilroy
Analyst
Ross Kilroy is an Analyst at Moelis & Company. Mr. Kilroy was previously a Summer Analyst at UBS Investment Bank. Additionally, Mr. Kilroy has prior experience with Barrington Associates and Integrated Capital LLC.
Mr. Kilroy graduated with a B.S. in Business Administration from The Haas School of Business at the University of California at Berkeley.
Jenevieve Lee
Analyst
Jenevieve Lee is an Analyst at Moelis & Company. Ms. Lee was most recently an Analyst in the Financial Institutions Group at Merrill Lynch. While at Merrill Lynch she advised numerous financial institutions on capital offerings, public-to-private transactions and mergers and acquisitions.
Ms. Lee received her undergraduate degree in Economics at Yale University.
Luke Li
Analyst
Luke Li is an Analyst at Moelis & Company. Prior to joining Moelis & Company, he was a Summer Intern at D.E. Shaw & Co.
Mr. Li graduated Phi Beta Kappa and magna cum laude from Harvard College, where he concurrently received an A.B. in Economics and an A.M. in Statistics.
San Lo
Analyst
San Lo is an Analyst at Moelis & Company.
Mr. Lo graduated with the highest distinction with a B.S. in Mathematics and a B.A. in Business Administration from the University of Michigan.
James Mitchel
Analyst
Jim Mitchel is an Analyst at Moelis & Company. Mr. Mitchel was most recently an Analyst in the Generalist Group at Jefferies & Company. While at Jefferies he advised numerous clients across several industries on M&A and restructuring transactions.
Mr. Mitchel graduated cum laude with a B.S. in Economics from The Wharton School at the University of Pennsylvania.
Adam Mullinax
Analyst
Adam Mullinax is an Analyst at Moelis & Company. Mr. Mullinax was most recently a Credit Research Analyst in the Technology and Gaming/Lodging Groups at JPMorgan. While at JPMorgan, he covered a wide range of companies, of both high yield and investment grade quality, advising numerous clients with their investment decisions and supporting multiple traders.
Mr. Mullinax received his undergraduate degree in Finance with a Minor in History from The Leonard N. Stern School of Business at New York University.
Vishal Patel
Analyst
Vishal Patel is an Analyst at Moelis & Company. Prior to joining Moelis & Company, Mr. Patel was a Summer Analyst at UBS Investment Bank.
Mr. Patel graduated summa cum laude with a B.S. in Economics from The Wharton School at the University of Pennsylvania.
Edward Peng
Analyst
Edward Peng is an Analyst at Moelis & Company. Mr. Peng was previously a Summer Analyst at UBS Investment Bank.
Mr. Peng graduated summa cum laude with a B.S. in Economics with Concentrations in Finance and Accounting from The Wharton School at the University of Pennsylvania.
Leon Revich
Analyst
Leon Revich is an Analyst at Moelis & Company. Mr. Revich was most recently an Analyst in the Industrials Group at Bear Stearns.
Mr. Revich graduated with a B.S. in Finance from Indiana University.
Vishal Rungta
Analyst
Vishal Rungta is an Analyst at Moelis & Company. Mr. Rungta was previously an Analyst at Bear Stearns in the Technology, Media and Telecom Group.
Mr. Rungta received a B.B.A. from The Ross School of Business at the University of Michigan.
Dane Schlossberg
Analyst
Dane Schlossberg is an Analyst at Moelis & Company. Mr. Schlossberg was most recently an Analyst at Citigroup. While at Citi, he focused on M&A transactions in the real estate and specialty finance sectors.
Mr. Schlossberg graduated cum laude with an A.B. in Economics from Dartmouth College.
Valay Shah
Analyst
Valay Shah is an Analyst at Moelis & Company.
Mr. Shah graduated summa cum laude with a B.A. in Economics and Mathematics from Claremont McKenna College.
Steven Shears
Analyst
Steve Shears is an Analyst at Moelis & Company. Mr. Shears was most recently an Analyst in the Mergers & Acquisitions Group at Deutsche Bank. While at Deutsche Bank he advised numerous clients across several industries on corporate divestitures, mergers and acquisitions and public-to-private transactions.
Mr. Shears received his undergraduate degree with high distinction from The Ross School of Business at the University of Michigan.
Cyril Tabet
Analyst
Cyril Tabet is an Analyst at Moelis & Company. Mr. Tabet was most recently an Analyst in the Recapitalization & Restructuring Group at Jefferies & Company. Prior to joining the Recapitalization & Restructuring Group, Cyril was part of the Technology Group at Jefferies. While at Jefferies he advised numerous clients in a broad range of transactions including restructurings, buyside and sellside M&A and equity offerings.
Mr. Tabet graduated from The Desautels Faculty of Management at McGill University.
Suraj Tolani
Analyst
Suraj Tolani is an Analyst at Moelis & Company. Mr. Tolani was most recently an Analyst in the Industrial Growth and Services Group at Oppenheimer/CIBC World Markets. While at Oppenheimer/CIBC he advised numerous clients in the aerospace and defense, chemicals, capital goods and metals and mining sectors in a broad range of transactions including buyside and sellside M&A, leveraged buyouts, dividend recapitalizations and equity offerings.
Mr. Tolani graduated summa cum laude and holds a B.A. in Business Administration with Concentrations in Economics and Finance from Babson College.
Mark Totten
Analyst
Mark Totten is an Analyst at Moelis & Company. Prior to joining Moelis & Company, Mr. Totten was a Summer Analyst at Deloitte Consulting.
Mr. Totten holds a B.S. in Electrical Engineering from the University of California at Los Angeles.
Sherman Wang
Analyst
Sherman Wang is an Analyst at Moelis & Company. Mr. Wang was most recently an Analyst in the Technology, Media & Telecom Group at Banc of America Securities. Mr. Wang’s transaction experience includes mergers and acquisitions, debt refinancings and public offerings of debt and equity.
Mr. Wang received his undergraduate degree in Economics from Yale University.
Jason Warsavsky
Analyst
Jason Warsavsky is an Analyst at Moelis & Company. Prior to joining Moelis & Company, Mr. Warsavsky was at Lehman Brothers where he was an Analyst in the Real Estate Private Equity Group. Additionally, he had prior internships at Lehman Brothers, Apollo Real Estate Advisors and Ares Management.
Mr. Warsavsky graduated magna cum laude with a B.S. in Economics from The Wharton School at the University of Pennsylvania.
Peter Wells
Analyst
Peter Wells is an Analyst at Moelis & Company. Mr. Wells was previously at UBS Investment Bank.
Mr. Wells holds a B.A. in Business Administration with an emphasis in Finance from the College of Business Administration at Loyola Marymount University.
