Senior Team
Senior Team
Robert Glauerdt is a Managing Director at Moelis & Company where he is part of the Global Financial Institutions Group covering alternative and traditional asset management, wealth management, fund and pension administration, securities, specialty finance and financial technology companies on strategic alternatives including M&A and public listings. Robert has more than 20 years of investment banking and management consulting experience in Europe and the U.S.
Prior to joining Moelis & Company, Robert was a Partner and Managing Director at Berkshire Global Advisers. Before that, he worked in the Global Financial Institutions Group at UBS Investment Bank in London and New York, advising asset management clients and private banks on corporate finance and M&A transactions.
Robert holds a Bachelor’s degree and an M.B.A. in finance and economics from Passau University along with a Master’s degree in International Finance and Business from Columbia University.
Senior Team
Stu Goldstein is a Managing Director at Moelis & Company where he specializes in advising clients across the technology sector. Stu has over 20 years of investment banking experience and has provided strategic advisory services to technology companies on the full spectrum of corporate finance matters, with an emphasis on M&A transactions.
Prior to joining Moelis & Company, Stu held several senior level positions at Citigroup including Head of West Coast Technology Investment Banking and Managing Director in the M&A Group. Before his investment banking career, Stu was a law clerk for the Honorable Anthony J. Scirica of the Third Circuit Court of Appeals.
Stu holds a B.S. in Finance from the Wharton School at the University of Pennsylvania, a B.A. in History from the University of Pennsylvania and a J.D. from Harvard University School of Law.
Senior Team
William Goodman is a Managing Director at Moelis & Company where he specializes in advising clients in the technology sector with a focus on technology services and digital infrastructure. William has nearly 20 years of investment banking experience, with expertise across mergers and acquisitions and leveraged finance transactions, as well as strong financial sponsor relationships.
Prior to joining Moelis & Company, William was a Senior Managing Director of Tech Investment Banking at SVB Securities. He was previously a Managing Director at UBS, and began his investment banking career at Oppenheimer & Co. and Redwood Capital Group.
William holds a dual B.A. in Economics and Philosophy from Northwestern University.
Senior Team
Evan Green is a Managing Director at Moelis & Company where he specializes in Capital Markets Advisory and leads the Firm’s West Coast Capital Markets efforts. He has over 15 years of investment banking and capital markets experience, with expertise in originating, structuring and executing PIPE and other financings transactions for clients across a broad range of industries.
Prior to Moelis & Company, Evan was Managing Director and Head of Private Investment in Public Equity (PIPE) at Goldman Sachs & Co., where he was instrumental in establishing the firm’s PIPE business. Before that, he held investment banking and private capital markets roles at Barclays and Lehman Brothers.
Evan graduated cum laude with a B.A. in Economics and Business from Westmont College.
Senior Team
Paul Greenfield is a Managing Director at Moelis & Company where he specializes in advising clients in the chemicals and materials sector. He has over 15 years of investment banking experience, having advised on a wide variety of domestic and international transactions, including M&A, debt and equity financings, restructurings and leveraged buyouts.
Prior to joining Moelis & Company, Paul worked in the Financial Institutions Group at Bank of America Merrill Lynch. Paul graduated magna cum laude with a B.A. in Economics from Vanderbilt University.
Senior Team
Bert Grisel is a Managing Director at Moelis & Company where he specializes in advising clients on restructurings, M&A and debt and equity financings. Bert has over 25 years of investment banking experience and has been involved in some of the largest and complex restructuring transactions in Asia.
Prior to joining Moelis & Company, Bert was interim CFO of a NASDAQ-listed company. He was previously at ABN AMRO where his leadership roles included Head of Industrials and Real Estate in Asia in addition to various others roles in Europe and Latin America.
Bert holds a M.Sc. Law from the University of Groningen in the Netherlands.
Senior Team
Otávio Guazzelli is a Managing Director at Moelis & Company where he focuses on advising clients in the Brazilian and Latin American markets. Otávio has almost 25 years of investment banking experience, having advised on a wide variety of transactions across the telecom, consumer, agribusiness and industrial sectors.
Prior to joining Moelis & Company, Otávio was a Senior Partner and Head of Investment Banking at BR Partners. He was previously Co-Head of Investment Banking for Citigroup Brazil. Otávio holds a B.B.A. from the Fundação Getulio Vargas Institution and an M.B.A. from INSEAD Business School.
Senior Team
Ankush Gupta is a Managing Director at Moelis & Company where he specializes in advising clients on M&A and capital markets transactions in the software sector. Ankush has over 17 years of experience in the technology industry, with broad expertise and understanding of the software sector including areas such as cybersecurity, infrastructure software, data analytics and various application stacks. Ankush has executed M&A transactions globally across the U.S., UK, Canada, Australia, France, Germany, Brazil, Japan, South Korea, China and India.
Prior to joining Moelis & Company, Ankush worked as a Software Engineer and a Product Manager. He holds a B.S. in Electrical Engineering from Panjab University, India and an M.B.A. from the Stern School of Business at New York University.
Senior Team
Andrew Haber is a Managing Director at Moelis & Company where he focuses on M&A, restructurings and other advisory services within the telecom, media and technology sectors. He has advised clients on a wide variety of transactions, including domestic and international acquisitions (public and private), spin-offs/split-offs, leveraged buyouts, exclusive sales, joint ventures, highly contested transactions and in-court and out-of-court restructurings with an aggregate value of over $100 billion.
Prior to joining Moelis & Company, Andrew was a Managing Director at Bear Stearns where he was responsible for M&A coverage and execution in the Telecom, Media and Technology Group. Before that, Andrew was a Management Consultant at Booz Allen Hamilton, where he advised clients across various industries in the United States, Mexico and Brazil.
Andrew graduated cum laude from the University of Michigan with a B.A. and holds an M.B.A. from the University of Chicago.
Senior Team
Anthony Habis
Managing Director – MA Financial Group
Head of Real Estate Partnerships
Sydney
Anthony Habis is a Managing Director and Head of Real Estate Partnerships at MA Financial Group Asset Management. He has over 25 years of experience in covering asset owners and managers globally across their investment needs.
Before joining MA Financial Group, Anthony was a was Managing Director and Global Head of Client Coverage Asset Servicing at Bank of New York Mellon, based in New York, with oversight of the firm’s client franchise across all investor segments with assets under administration north of $46 trillion. He joined BNY Mellon as Head of Middle East and North Africa, where he led the firm’s growth agenda across several markets and businesses.
Prior to BNY Mellon, Anthony was a Managing Director at Citi’s Institutional Client Group and held several senior roles in the Middle East and Africa including, Corporate and Investment Banking Coverage, Head of Global Family Office MENA, and Head of Private Bank, Saudi Arabia & UAE.
Anthony has also held senior roles in Australia with National Australia Bank, Commonwealth Bank of Australia and Lendlease Communities.
Senior Team
Alex Hageman is a Managing Director at Moelis & Company. Alex has helped lead Moelis & Company’s EMEA (Europe, Middle East and Africa) equity capital markets business and has worked on many of the Firm’s advisory assignments in the region. He has extensive experience working on high profile European and Middle Eastern equity capital markets transactions, in particular IPOs and follow-on offerings. He advises corporates, alternative asset managers and sovereign clients.
Previously, Alex worked in the Equity Capital Markets Groups at Citigroup and Morgan Stanley,focusing on equity capital markets transactions across all industries. Prior to his career in investment banking, he worked on the buy-side team at Robeco Asset Management.
Alex holds a M.Sc. (Corporate Finance) from the Erasmus University Rotterdam, The Netherlands.
Senior Team
Perry Hall is a Managing Director at Moelis & Company, where he focuses on advising clients in the retail sector. Perry has over 25 years of investment banking experience and has advised on an extensive variety of strategic transactions, including M&A and capital markets solutions.
Prior to joining Moelis & Company, Perry was a Managing Director at Bank of America Merrill Lynch in the Retail and Consumer Group. He has also held roles at Salomon Smith Barney and First of Michigan. He holds a B.A. from St. Lawrence University and an M.B.A. from the Amos Tuck School of Business at Dartmouth.
Senior Team
Steven Halperin
Managing Director
Head of Equity Public Markets
New York
Steven Halperin is a Managing Director and Head of Equity Public Markets at Moelis & Company, focusing on public and private market origination and distribution. Steven has over 20 years of investment banking experience and has originated, structured and executed over 100 convertible capital raises and equity derivative transactions as well as dozens of subordinated debt, preferred and equity capital issuances across the U.S. and EMEA (Europe, Middle East and Africa).
Prior to joining Moelis & Company, Steven was Americas Head of Equity-Linked & Hybrid Solutions at Barclays. Before that, he was Co-Head of EMEA Equity Capital Markets after leading EMEA Equity-Linked Origination. He began his career at Lehman Brothers.
Steven holds a B.S.M. in Economics and Finance from the A.B. Freeman School of Business at Tulane University and is a CFA charterholder.
Senior Team
Andrew Hanson is a Senior Advisor in Private Capital Markets at Moelis & Company, focusing on debt private placements. Andrew has over 30 years of investment banking experience specializing in originating, structuring and executing numerous debt private placements across a broad range of industries.
Prior to joining Moelis & Company, Andrew held Managing Director and Head of Private Placements roles at Morgan Stanley and Merrill Lynch. He began his career in capital markets at Bankers Trust.
Andrew holds a B.A. degree in Economics-Mathematics from Colby College, an M.B.A. from the Johnson Graduate School of Management and a J.D., both from Cornell University.
Senior Team
Richard Harding
Managing Director
Head of US Private Equity Solutions Group
New York
Rich Harding is a Managing Director and Head of the US Private Equity Solutions Group at Moelis & Company, where he also leads the healthcare services team. Rich has over 25 years of combined investment banking experience specializing in advising financial sponsors, private asset managers and family offices and their founders on portfolio optimization. He also has significant experience originating and executing a wide variety of corporate finance transactions in the healthcare sector including M&A, leveraged buyouts, recapitalizations and other equity and debt transactions.
Prior to joining Moelis & Company, Rich worked in the Global Healthcare Group at Citigroup. He received a B.A. in Economics and Government from Connecticut College and an M.B.A. in Finance and Accounting from the University of Michigan.
