Senior Leadership Team

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

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
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 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
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).