Senior Leadership Team

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

Philip Smith
Managing Director
London

T: +44 207 634 3539

Philip Smith is a Managing Director at Moelis & Company where he focuses on advising industrial clients across the Europe, Middle East, Africa region. Mr. Smith has more than 17 years of investment banking experience having worked previously at Citigroup in London and New York where he covered the bank’s large global diversified industrial clients with a focus on electrical equipment, automotive, flow control and machinery. Prior to Citi, Mr. Smith qualified as an accountant with Deloitte.

Mr. Smith holds a B.Sc. (Hons) in Engineering Science from Durham University.

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

Hugh Thomson
Managing Director
Sydney

T: +61 2 8288 5540

Hugh Thomson is a Managing Director and Chief Operating Officer of Australia at Moelis & Company. 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

John Thorndike
Senior Advisor
Houston

T: +1 561 515 6023

John Thorndike is a Senior Advisor at Moelis & Company. Mr. Thorndike has over 40 years of investment banking experience and was most recently Managing Director and Senior Advisor at Credit Suisse. Previously, he was a Vice Chairman of Investment Banking at Merrill Lynch, which he joined as a Managing Director in 1984, and a Principal at Morgan Stanley, which he joined as an Associate in 1971 after a short career as a litigator at a Boston law firm. Mr. Thorndike has focused on the Utility sector since 1989 and as a strategic advisor has originated many large deals in this space.

Mr. Thorndike holds a B.A. from Harvard College and a J.D. from Harvard Law School. He also attended Cambridge University.

Senior Leadership Team

Rami Touma
Managing Director
Dubai

T: +971 4 304 5019

Rami Touma is a Managing Director at Moelis & Company. Mr. Touma has 15 years of investment banking experience in the MENA region. He was most recently Head of Investment Banking Department at Credit Suisse in Qatar where he led the origination and execution of several complex cross-border mergers and acquisitions and several multibillion dollar capital markets transactions. Prior to Credit Suisse, Mr. Touma was a Senior Vice President at The National Investor (TNI) where he led the origination and execution of several ground breaking initial public offerings in the UAE.

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
Melbourne

T: +61 3 8650 8620

Brodie Treloar is a Managing Director at Moelis & Company 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, most recently as a 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 and an investment banker at Drexel Burnham Lambert. 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, food and drug retailing, industrial and transportation, financial services, healthcare and media 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 Children’s Memorial Hospital 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. Mr. Viellieu serves on the Board of Trustees for North Shore Country Day School in Winnetka, Illinois.

Senior Leadership Team

Holger Vieten
Transaction Advisor
London

T: +44 207 634 3556

Holger Vieten is a Transaction Advisor at Moelis & Company. Mr. Vieten has over 18 years of investment banking experience in the financial services industry. Prior to joining Moelis & Company, he was an Executive Director in the European Financial Institutions Group at Morgan Stanley. Mr. Vieten began his investment banking career in the Financial Institutions and M&A Groups at Credit Suisse First Boston. Mr. Vieten has extensive experience advising clients on a variety of corporate finance transactions including mergers and acquisitions, defense, restructuring and capital raising assignments.

Mr. Vieten holds a Ph.D. and an M.Sc. in Accounting and Finance with Distinction from the London School of Economics.

Senior Leadership Team

Craig Wadler
Managing Director
Los Angeles

T: +1 310 443 2330

Craig Wadler is a Managing Director at Moelis & Company. Mr. Wadler joined Moelis & Company in 2011 and has 19 years of investment banking experience. Most recently, he was a Managing Director at Credit Suisse where he was a founding member of the Hedge Fund Advisory business which focused on working with portfolio companies and investments of hedge fund clients. Previously, Mr. Wadler worked at UBS Investment Bank where he founded a Hedge Fund coverage business in 2005. Prior to joining UBS Investment Bank, Mr. Wadler worked at Donaldson, Lufkin & Jenrette.

Mr. Wadler holds a B.S. from Indiana University and an M.B.A. from Columbia University.

Senior Leadership Team

Osamu Watanabe
General Counsel
New York

T: +1 212 883 3835

Osamu Watanabe is General Counsel at Moelis & Company. He was previously General Counsel and Chief Compliance Officer of Sagent Advisors and prior to that held senior positions at UBS, Credit Suisse First Boston and Donaldson, Lufkin & Jenrette, including General Counsel to GRP Partners, a venture capital fund affiliated with Donaldson, Lufkin & Jenrette. Mr. Watanabe was in private practice at Sullivan & Cromwell in New York, Tokyo, Hong Kong and Melbourne from 1987 to 1997 and clerked for the Honorable Morey L. Sear, Eastern District of Louisiana.

Mr. Watanabe holds a B.A. from Antioch College and a J.D. from Yale Law School, class of 1985.