Moelis & Company Expands Washington D.C. Office and Financial Institutions Group with Appointment of Trevor Montano as Managing Director

New York, September 05, 2017

Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of Trevor Montano as a Managing Director providing financial and strategic advice to regional banks and non-bank lenders. He is based in the Firm’s Washington D.C. office.

Mr. Montano has 17 years of both public and private sector experience, having most recently served as the Chief Investment Officer at the U.S. Department of the Treasury. While at the Treasury, he managed a portfolio of financial institution investments made by the U.S. Government under the Troubled Asset Relief Program (TARP) during the financial crisis. Prior to his public service, Mr. Montano held senior positions as an M&A investment banker in the financial institution groups at Citigroup and UBS where he was responsible for coverage of U.S. Banks and diversified financial companies. He began his career as a BIG 4 consultant focused on transactions in the financial services sector. He is also a CFA charterholder and serves on the board of the CFA Society Washington D.C.

“The combination of rising interest rates, an evolving financial regulatory framework and the prospects for greater economic growth will likely result in increased activity in the U.S. regional banking space,” said Jeff Raich, Co-President at Moelis & Company. “The financial sector has also seen an expansion of alternative and non-bank lenders which have attracted a significant amount of capital and spurred greater investments in technology and the customer experience. As regional banks and other financial institutions continue to adapt to both structural and regulatory changes in the industry, Trevor’s extensive and unique experience will be tremendously beneficial to our clients. We look forward to having him extend our leading financial institutions franchise beyond our well-established coverage of asset managers, insurance companies and exchanges.”

About Moelis & Company
Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors.  The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors.  Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters.  The Firm serves its clients with about 700 employees in 19 geographic locations  in North and South America, Europe, the Middle East, Asia and Australia.  For further information, please visit: or follow us on Twitter @Moelis.