Senior Leadership Team

Senior Leadership Team

Andrew Shore
Managing Director
New York

T: +1 212 883 3880

Andrew Shore is a Managing Director at Moelis & Company. Mr. Shore has over 28 years of investment banking and research experience, most recently as a Managing Director in the Global Consumer Products Group at JP Morgan. While at JP Morgan, Mr. Shore built a leading franchise advising clients in the global household and personal care industries on mergers and acquisitions, debt and equity financings and a broad range of financial advisory services. Prior to joining JP Morgan, Mr. Shore was a Managing Director in Deutsche Bank’s Consumer Products and Retail Group and previously the Head of Deutsche Bank’s Global Consumer Products Strategy, which included analysis and portfolio construction of food, beverage, tobacco and household products, personal care and luxury goods stocks. While an equity research analyst, he was a highly ranked member of the Institutional Investor’s All-American Research Team for 17 years. Before Deutsche Bank, Mr. Shore was a Managing Director at both Paine Webber and Prudential Securities and began his career at Shearson Lehman Brothers.

Mr. Shore holds a B.B.A. in Finance from the George Washington University.

Senior Leadership Team

Caroline Silver
Managing Director
London

T: +44 207 634 3578

Caroline Silver is a Managing Director at Moelis & Company, where she specializes in global financial institutions advisory and capital raising. Ms. Silver has been in the investment banking industry for over 25 years and has extensive experience advising clients in the exchange and market infrastructure vertical as well as regulators in the U.K. and across Europe. Prior to joining Moelis & Company in 2010, Ms. Silver was Vice Chairman of EMEA Investment Banking at Bank of America Merrill Lynch. Previously, she spent 14 years at Morgan Stanley, where she was Global Vice Chairman of Investment Banking and previously held a number of senior positions including European Head of Financial Institutions and Head of Restructuring. Ms. Silver also worked in M&A and corporate finance at Deutsche Morgan Grenfell for seven years and started her career as a Chartered Accountant with PricewaterhouseCoopers.

Ms. Silver holds a B.A. in English with Spanish from Durham University.

Senior Leadership Team

Joseph W. Simon
Managing Director & Chief Financial Officer
New York

T: +1 212 883 3837

Joe Simon is a Managing Director and Chief Financial Officer of Moelis & Company. Mr. Simon has over 25 years of experience as a senior manager of financial controls, operations and strategy and has particular experience with financial services firms, most recently serving as CFO of Financial Security Assurance for seven years. While at Financial Security Assurance, Mr. Simon re-engineered the treasury and accounting areas to enhance the firm’s financial planning and analysis, allocation of capital and transparency of financial reporting. In addition, he led several financing transactions for the firm.

Prior to Financial Security Assurance, Mr. Simon worked at Cantor Fitzgerald where he served as CFO, Global Controller and Global Head of Operations. During his time at Cantor Fitzgerald, he managed a global accounting and operations team and established the firm’s treasury function. Before joining Cantor Fitzgerald in 1993, Mr. Simon was a Principal and Vice President of Fixed Income Product Control at Morgan Stanley. Mr. Simon has also served as CFO of IntraLinks and TENTV.com. He began his career at Price Waterhouse.

Mr. Simon holds a B.S. from Cornell University and an M.B.A. from The University of Michigan. He is a Certified Public Accountant.

Senior Leadership Team

John A. Sipp
Managing Director
New York

T: +1 212 883 4571

John Sipp is a Managing Director at Moelis & Company. Mr. Sipp has over 25 years of investment banking experience and was most recently a Managing Director and Head of the Insurance Investment Banking Group for the Americas at Credit Suisse. Mr. Sipp joined Donaldson, Lufkin & Jenrette in 1998 as a Managing Director in the Financial Institutions Group. Following the firm’s acquisition by Credit Suisse in 2000 he led the group responsible for coverage of the insurance industry and worked closely with senior executives of insurance companies in the United States, Europe and Asia on strategic and financial matters including capital raising, risk management, mergers and acquisitions and financings. He began his career at Goldman Sachs where he was a member of its Financial Institutions Group for 11 years.

Mr. Sipp holds a B.S. in Business Administration with a concentration in Accounting from the University of North Carolina at Chapel Hill and an M.B.A. from Harvard Business School.

Senior Leadership Team

Robert Sorrell
Managing Director
London

T: +44 207 634 3570

Robert Sorrell is a Managing Director at Moelis & Company in London, where he focuses on advising private equity funds across Europe. Mr. Sorrell has over 20 years of investment banking and asset management experience. Prior to joining Moelis & Company, Mr. Sorrell worked at Goldman Sachs where he was a Managing Director and Co-Head of the Private Finance Group, and a Managing Director in the Telecom, Media and Technology investment banking team. Mr. Sorrell also founded and was CIO of an independent asset management firm.

Mr. Sorrell holds an M.A. from Cambridge University.

Senior Leadership Team

Greg Starkins
Managing Director
New York

T: +1 212 883 4226

Greg Starkins is a Managing Director at Moelis & Company where he specializes in advising aerospace and defense companies. Mr. Starkins has nearly 25 years of investment banking experience advising companies across the industrials sector and the aerospace & defense subsector. He was most recently a Managing Director at Deutsche Bank where he served as Co-Head of Diversified Industrials, Capital Goods, and Services Coverage, and the Global Head of Aerospace & Defense Coverage. Prior to Deutsche Bank, Mr. Starkins was a Managing Director at Merrill Lynch and served as the firm’s Global Head of Aerospace & Defense Sector Coverage. Mr. Starkins began his career as a lawyer in Skadden, Arps, Slate, Meagher & Flom’s M&A practice.

Mr. Starkins holds a B.A. in Economics and Organizational Behavior/Management from Brown University and a J.D. from Columbia Law School.

Senior Leadership Team

Nate Stulman
Managing Director
New York

T: +1 212 883 4005

Nate Stulman is a Managing Director at Moelis & Company where he focuses on the financial services, FinTech and commerce sectors. Mr. Stulman advises major and emerging financial, commerce, and technology companies on M&A, capital raising and major strategic partnerships.  His areas of expertise include credit card programs and portfolios, consumer and SME lending, specialty and captive finance, payments, digital banking, commerce, loyalty programs, and data & analytics. He has 15 years of investment banking experience. Mr. Stulman led the development of the market-leading credit card M&A practice and continues to lead and oversee the business at Moelis & Company. Prior to joining the Firm, Mr. Stulman held various roles at Greenhill & Co., most recently as a Managing Director and Co-Head of Financial Technology Advisory.

Mr. Stulman holds a B.A. in Economics and Politics from Swarthmore College and an M.B.A. from Harvard Business School.

Senior Leadership Team

Cyril Tabet
Managing Director
Dubai

T: +971 4 304 5023

Cyril Tabet is a Managing Director at Moelis & Company where he specializes in advising a broad range of clients in the Middle East. Mr. Tabet has 13 years of investment banking experience, advising corporates, creditors and sovereigns across the U.S. and Middle East on a broad range of mergers and acquisitions, restructurings, refinancings, debt and equity capital markets and strategic advisory transactions. In 2018, he was named to the Financial News’ list of “Rising Stars of Investment Banking.” Prior to joining Moelis & Company he worked at Jefferies & Company in New York in the Recapitalization and Restructuring group.

Mr. Tabet holds a Bachelor of Commerce from the Desautels Faculty of Management at McGill University.

Senior Leadership Team

Joel Thompson
Managing Director
New York

T: +1 212 883 3688

Joel Thompson is a Managing Director at Moelis & Company where he specializes in advising medical technology companies. Within the med-tech sector, he focuses on therapeutic device manufacturers, clinical diagnostic companies, and clients in the life sciences tools and instrumentation industry. Mr. Thompson has nearly 15 years of financial advisory experience. Prior to joining Moelis & Company, he was a Managing Director at Morgan Stanley where he led the medical technology investment banking coverage. He began his corporate and M&A advisory career as a lawyer at Sidley Austin LLP in Chicago.

Mr. Thompson holds a B.A. in History from the University of Michigan, an M.B.A. from the University of Chicago Booth School of Business, and a J.D. from the University of Chicago Law School.

Senior Leadership Team

Hugh Thomson
Managing Director - Moelis Australia
Sydney

T: +61 2 8288 5540

Hugh Thomson is a Managing Director and Chief Operating Officer at Moelis Australia. Mr. Thomson was most recently the Chief Operating Officer of HiLife Health & Beauty Group. He was previously the Chief Financial Officer of Industrie Clothing and prior to that spent 12 years at ING Real Estate Investment Management Australia where he most recently served as Chief Executive Officer.

Mr. Thomson holds a Bachelor of Arts (Honours) from the University of East Anglia and is a Chartered Accountant.

Senior Leadership Team

Rami Touma
Managing Director
Dubai

T: +971 4 304 5019

Rami Touma is a Managing Director at Moelis & Company where he specializes in advising a broad range of clients across the MENA region. Mr. Touma has 19 years of investment banking experience and has advised sovereign, corporate and financial sponsor clients on a variety of strategic and financial transactions including IPOs, Debt Raisings, M&As and Restructurings. Prior to joining Moelis & Company, Mr. Touma was the Head of Investment Banking Department at Credit Suisse in Qatar where he led the origination and execution of several complex cross-border M&As and several multibillion dollar capital markets transactions.

Mr. Touma holds a B.Sc. in Accounting from the Lebanese American University and an M.Sc. in Accounting from the University of Illinois at Urbana-Champaign. Mr. Touma is a CPA from the State of Illinois and is a CFA charter holder.

Senior Leadership Team

Brodie Treloar
Managing Director - Moelis Australia
Melbourne

T: +61 3 8650 8620

Brodie Treloar is a Managing Director at Moelis Australia. Mr. Treloar has over 15 years of investment banking experience advising public and private companies on mergers and acquisitions across a variety of industries but with particular expertise in consumer, agribusiness and general industrials sectors. Prior to joining Moelis & Company, Mr. Treloar was a Director and Head of Agribusiness at CIMB Group and before that a Director in the investment banking group at RBS and at ABN AMRO.

Mr. Treloar holds a B.Arts (Honours) from the University of Melbourne and a Masters in International Relations from the London School of Economics (Honours).

Senior Leadership Team

Yorick van Slingelandt
Managing Director & Co-Head of Europe
London

T: +44 207 634 3671

Yorick van Slingelandt is a Managing Director and Co-Head of Europe at Moelis & Company, where he is responsible for building out the Firm’s financial advisory and capital raising services across the region. Prior to this, Mr. van Slingelandt was Head of Moelis & Company in Middle East & North Africa. Mr. van Slingelandt has over 21 years of investment banking experience in Europe, Asia-Pacific and the Middle East. He has significant expertise in cross-border M&A and capital markets transactions across a variety of industries, including aerospace, defense, transport, infrastructure and telecommunications. Prior to joining Moelis & Company, Mr. van Slingelandt was Head of Corporate Finance at J.P. Morgan in MENA. While at J.P. Morgan, he also served as Head of EMEA Transport and Infrastructure and worked in Hong Kong to develop the company’s M&A team in Asia.

Mr. van Slingelandt holds an engineering and business degree (Ingénieur Commercial et de Gestion) from Université Catholique de Louvain and a Masters in Management from the Community of European Management Schools.

Senior Leadership Team

Kenneth A. Viellieu
Managing Director
Chicago

T: +1 312 589 3020

Ken Viellieu is a Managing Director and Head of the Chicago Office of Moelis & Company. Mr. Viellieu has been in the investment banking industry for over 30 years advising publicly-held and private companies in a variety of industry sectors. Prior to Moelis & Company, Mr. Viellieu was Senior Managing Director and Head of Midwest Investment Banking at Bear Stearns and previously as a Managing Director and Head of the Chicago Office of Donaldson, Lufkin & Jenrette. Over the course of his career, he has advised corporate clients and private equity firms on a broad range of corporate finance matters including divestitures, mergers and acquisitions, leveraged finance and recapitalization transactions, public and private equity offerings and corporate restructurings. In particular, he has worked closely with clients in the retail and consumer, industrial and transportation, real estate and leisure, financial and business services and healthcare sectors.

Mr. Viellieu holds a B.S. in Accounting from Indiana University Kelley School of Business and an M.B.A. with a specialization in Finance from the University of Chicago Booth School of Business. He is a Certified Public Accountant. Mr. Viellieu is a member of the Lurie Children’s Memorial Foundation Board and a Director and Patron of the Big Shoulders Fund. He is also a member of the Advisory Board for the University of Chicago Booth School of Business and a member of the Dean’s Council at Indiana University Kelley School of Business.

Senior Leadership Team

Kevin Voelte
Managing Director
Houston

T: +1 713 343 6429

Kevin Voelte is a Managing Director at Moelis & Company where he specializes in advising clients in the upstream oil and gas sector and leads the Firm’s oil and gas Acquisitions & Divestitures (A&D) business. Mr. Voelte has more than 10 years of investment banking experience, primarily covering oil and gas exploration and production companies and financial sponsors. He has extensive experience executing mergers and acquisitions, capital markets and restructuring transactions across the energy space. Prior to joining Moelis & Company, Mr. Voelte was an upstream oil and gas banker in the Global Natural Resources Group at Goldman, Sachs & Co. in Houston. Before that, he worked in Washington, D.C. as the Director of Government Relations at The National Ready Mixed Concrete Association where he represented the ready mixed concrete industry on Capitol Hill covering energy, transportation, tax and labor issues.

Mr. Voelte holds a B.S., summa cum laude, in Finance from Wayne State College in Nebraska and an M.B.A. from Rice University. He is also a graduate of the Bryce Harlow Institute on Business and Government Affairs at Georgetown University.