
Ken Moelis
American investment banker
Kenneth D. Moelis (born 1958) is an American billionaire investment banker. He is also the founder, executive chairman and former CEO of Moelis & Company, a global independent investment banking firm.2
From Wikipedia’s article on Ken Moelis (this version), CC BY-SA 4.0.
Born 1958.1
Companies
- Moelis & CompanyChair Apr 15, 2014 to now7
- Moelis & CompanyFounder8
- Moelis & CompanyChief executive officer Apr 15, 2014 to Mar 7, 20257
- Archer AviationBoard member Oct 30, 2020 to Sep 20, 20219
- Atlas Crest Investment Corp. IIBoard member Feb 3, 2021 to Feb 3, 202110
Holdings
Stock this person has reported owning, from the forms officers and directors file with the SEC. See the biggest insider stakes.
Shares held
Moelis & Company MC209,310 shares11$11.6M at $55.32Oct 30, 2025
As of each latest filing. The line shows shares held over time.
Recent filings
- Oct 30, 2025Exercised options 73 shares of Moelis & Company11
- Mar 7, 2025Exercised options 2 shares of Moelis & Company12
- Feb 19, 2025Sold 9,712 shares at $74.00 of Moelis & Company13
- Feb 19, 2025Shares withheld for tax 1 shares at $74.00 of Moelis & Company13
- Feb 19, 2025Exercised options 58,861 shares of Moelis & Company13
- Feb 18, 2025Exercised options 1 shares of Moelis & Company14
- Feb 18, 2025Exercised options 160,000 shares of Moelis & Company14
- Jul 31, 2024Sold 6,494 shares at $69.16 of Moelis & Company15
- Jul 30, 2024Sold 93,506 shares at $68.87 of Moelis & Company15
- Jul 30, 2024Sold 5,308 shares at $68.87 of Moelis & Company15
- Jul 25, 2024Exercised options 55 shares of Moelis & Company16
- Jul 25, 2024Exercised options 100,000 shares of Moelis & Company16
- May 10, 2024Sold 37,102 shares at $54.11 of Moelis & Company17
- May 9, 2024Sold 40,000 shares at $53.98 of Moelis & Company17
- Mar 1, 2024Sold 4,000 shares at $54.08 of Moelis & Company18
- Feb 29, 2024Sold 75,000 shares at $54.11 of Moelis & Company18
- Feb 23, 2024Sold 400 shares at $55.00 of Moelis & Company19
- Feb 23, 2024Exercised options 31 shares of Moelis & Company19
- Feb 21, 2024Sold 128,277 shares at $52.60 of Moelis & Company19
- Feb 21, 2024Shares withheld for tax 1 shares at $52.60 of Moelis & Company19
- Feb 21, 2024Exercised options 197,222 shares of Moelis & Company19
- Feb 21, 2024Exercised options 87,558 shares of Moelis & Company19
- Nov 13, 2023Sold 19,675 shares at $41.66 of Moelis & Company20
- Nov 10, 2023Sold 50,000 shares at $41.57 of Moelis & Company20
- Nov 9, 2023Sold 23,388 shares at $42.20 of Moelis & Company20
Early life and education
- Date not recordedThe Wharton School3
Moelis was born in 1958, the son of Gaye (née Gross) and Herbert I. Moelis, president of Equity Leasing Corporation, an office equipment company in New York, of which his grandfather, Paul I. Gross was its retired president. His father is also a breeder of thoroughbred race horses at his CandyLand Stables in Middletown, Delaware. Moelis holds a Bachelor of Science in Economics and a Masters of Business Administration from the Wharton School of the University of Pennsylvania.
From Wikipedia’s article on Ken Moelis (this version), CC BY-SA 4.0.
Career
Occupation: investment banker.5
- Date not recordedFounded Moelis & Company4
Moelis began his career at Drexel Burnham Lambert in 1981 where he would ultimately serve as a managing director working for Michael Milken in the firm's Los Angeles office. Following the collapse of Drexel, Moelis left with a portion of his team to join Donaldson Lufkin & Jenrette where he served as head of its corporate finance investment banking division. Under Moelis, DLJ emerged as a prominent investment banking firm in Los Angeles in the 1990s.
Following the acquisition of DLJ by Credit Suisse First Boston in 2000, Moelis was named head of US investment banking of the combined firm in September 2000. However, his tenure at CSFB would be short, announcing his departure for UBS (then known as UBS Warburg) just months later taking the core of his team with him, including a number that would later join Moelis & Company. Moelis recruited more than 70 senior investment bankers to UBS within three months of his arrival.
In his six years at UBS, Moelis ultimately assumed the role of president of UBS Investment Bank and was credited with the build-out of UBS's investment banking operation in the United States. By the end of 2006, UBS was ranked Top 4 in the global fee pool for the first time.
Moelis founded Moelis & Company along with several fellow senior UBS investment bankers that included Navid Mahmoodzadegan, Jeff Raich, John Momtazee, Elizabeth Crain and Warren Woo.
From Wikipedia’s article on Ken Moelis (this version), CC BY-SA 4.0.
Personal life
- CitizenshipUnited States6
In 1983, Moelis married Julie Lynn Taffet in a Jewish ceremony at the Sephardic Temple in Cedarhurst, New York. His sister, Cindy S. Moelis, was appointed director of the Presidential Commission on White House Fellows and is married to Robert S. Rivkin who was appointed by President Barack Obama as the 21st General Counsel of the United States Department of Transportation (DOT) Moelis was an investor in Yotta Savings, a prize-linked savings account fintech company that was cofounded by his son, Adam.
From Wikipedia’s article on Ken Moelis (this version), CC BY-SA 4.0.
In the news
1 recent article from 1 outlet we read name Ken Moelis. We match the full name, and check the article also names one of their companies or that they are well known.
- View: Where are Wall Street’s big egos today?Semafor, center, Oct 1, 2026…Where is today’s Taubman, or Blair Effron, or Ken Moelis, or Frank Quattrone? It’s honestly baffling.
Links
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1WikidataKen Moelis on Wikidata
- 2WikipediaKen Moelis on Wikipedia
- 3
- 4
- 5
- 6
- 7SEC EDGARMoelis & Company, Chair
- 8WikidataMoelis & Company, Founder
- 9SEC EDGARArcher Aviation, Board member
- 10
- 11
- 12SEC EDGARForm 4 filed Mar 7, 2025
- 13SEC EDGARForm 4 filed Feb 21, 2025
- 14SEC EDGARForm 4 filed Feb 20, 2025
- 15SEC EDGARForm 4 filed Aug 2, 2024
- 16SEC EDGARForm 4 filed Jul 29, 2024
- 17SEC EDGARForm 4 filed May 10, 2024
- 18SEC EDGARForm 4 filed Mar 1, 2024
- 19SEC EDGARForm 4 filed Feb 23, 2024
- 20SEC EDGARForm 4 filed Nov 13, 2023
- 21Wikimedia CommonsKen Moelis photo by Stephen Cardone, CC BY-SA 4.0