Senior Leadership Team

Senior Leadership Team

Augusto Sasso
Managing Director
New York

T: +1 212 883 3565

Augusto Sasso is a Managing Director at Moelis & Company. Mr. Sasso has extensive diversified investment banking and real estate experience with Moelis & Company, Credit Suisse First Boston, Donaldson, Lufkin & Jenrette and Preservation Partners Development mainly focused on the Real Estate and Lodging, Gaming and Leisure industries. Previously, Mr. Sasso held various corporate finance and business development positions with Raytheon Company and Hughes Electronics. Mr. Sasso joined Moelis & Company in July 2007 and has advised on a broad range of restructurings, mergers and acquisitions, joint venture partnerships and equity and debt financings and was honored as Investment Dealers’ Digest’s 2009 “40 Under 40.”

Mr. Sasso holds a B.S. in Electrical Engineering from the University of California at Los Angeles. He graduated first in his class magna cum laude with an M.B.A. from the University of Arizona.

Senior Leadership Team

Kevin B. Scheetz
Managing Director
San Francisco

T: +1 415 870 2805

Kevin Scheetz is a Managing Director at Moelis & Company. Mr. Scheetz has over 19 years of investment banking experience and spent a decade covering communications and electronics technology companies at both Merrill Lynch and Credit Suisse First Boston. Mr. Scheetz has focused on the technology industry for the majority of his career and has developed particular expertise in the infrastructure, communications, mobility, electronics and industrial technology sectors. He has advised public and private companies on a wide range of corporate finance matters, including mergers and acquisitions, initial public offerings, take-privates, and other public and private debt and equity financings.

Mr. Scheetz holds a B.S. in Economics from The Wharton School at the University of Pennsylvania and an M.B.A. from the Stern School of Business at New York University, which he attended as a Dean’s Scholar.

Senior Leadership Team

Simon Scott
Managing Director & Head of Equities
Sydney

T: +61 2 8288 5418

Simon Scott is a Managing Director and Head of Equities at Moelis & Company Australia. Mr. Scott began his career in Equities 20 years ago, and has held positions as an Executive Director and Head of Real Estate Research at Goldman Sachs JB Were and a Director and Co-Head of Real Estate Research at Citigroup. Prior to Moelis & Company Australia, Mr. Scott operated his own company where he provided advisory services to real estate companies and co-founded CorVal Partners, a boutique real estate funds management business.

Mr. Scott holds a Bachelor of Commerce from the University of Auckland and a Master of Commerce from the University of Sydney.

Senior Leadership Team

Frank Sellman
Managing Director
New York

T: +1 212 883 3562

Frank Sellman is a Managing Director at Moelis & Company. Mr. Sellman has extensive investment banking experience and specializes in advising companies in the building products and industrial distribution industries on a wide variety of corporate finance matters, including mergers and acquisitions, leveraged buyouts, financial restructurings, and public and private equity and debt financings. Prior to joining Moelis & Company in 2008, Mr. Sellman was a Managing Director at Bear Stearns, where he ran the firm’s Exclusive Sales and Divestitures Group. Mr. Sellman was previously at Houlihan Lokey Howard & Zukin and began his career at the Bank of Boston.

Mr. Sellman holds a B.A. in History from Boston University.

Senior Leadership Team

Chris Shaw
Managing Director
London

T: +44 207 634 3549

Chris Shaw is a Managing Director at Moelis & Company where he is responsible for the Firm’s international energy business, ex-Americas. Mr. Shaw has 20 years of energy investment banking experience and has advised a broad range of clients across the energy value chain. He has worked with some of the largest National Oil and Major Oil companies on complex capital markets and M&A assignments, as well as, E&P, R&M and oilfield service companies around the world on a number of strategic initiatives. Prior to joining Moelis & Company, Mr. Shaw worked at Barclays, Citigroup and Schroders in London and New York.

Mr. Shaw holds a BBA in Finance and Accounting from the Emory University Goizueta Business School.

Senior Leadership Team

Peijie Shiu
Managing Director
New York

T: +1 212 883 4574

Peijie Shiu is a Managing Director at Moelis & Company. Mr. Shiu has over a decade of investment banking experience across various platforms, including risk advisory, sales & trading and proprietary trading. Prior to joining Moelis & Company, Mr. Shiu was a Quantitative Analyst and Executive Director at UBS Investment Bank. In this role he provided pricing, structuring and risk valuation services on fixed income products covering credit derivatives, structured finance, interest rates and corporate markets.

Mr. Shiu holds a MEng in Financial Engineering Option, Operation Research and Industrial Engineering from the College of Engineering at Cornell University.

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 and commerce sectors. Mr. Stulman specializes in advising financial, commerce, and technology companies on lending & payments, financial technology, commerce enablement, loyalty, and data & analytics. He has nearly 15 years of investment banking experience advising banks, credit card issuers, specialty finance companies, and commerce and technology companies on transactions related to major lending & payments programs and portfolios, particularly in the credit card sector. 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.