The Moelis Asset Management Team

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All Team Members

All Team Members
Archean Capital Partners
Crossbeam Venture Partners
DCP MAM LLC
Freeport Financial Partners
Gracie Asset Management
GrayFin Strategy
Moelis Asset Management
Moelis Catalyst
Steele Creek Investment Management
Third Crest Capital

Kathy Allen

Controller – Operations

Freeport Financial Partners

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Doug Applegate, CPA

Director & Controller

Archean Capital Partners, Crossbeam Venture Partners, Moelis Asset Management, Moelis Catalyst, Steele Creek Investment Management

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Michael Audino

Head of Workout & Restructuring, Senior Research Analyst

Steele Creek Investment Management

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Dalip Awasthi

Chief Investment Officer and Portfolio Manager

Third Crest Capital

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Frank Benevento

Head of Business Development

Gracie Asset Management, GrayFin Strategy, Moelis Asset Management, Moelis Catalyst, Third Crest Capital

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Stephanie Bick

Stephanie Bick, Assistant Vice President

Freeport Financial Partners

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Peter Birk, CFA, CAIA

Vice President

Archean Capital Partners, Moelis Asset Management, Moelis Catalyst

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Josie Bisono

Executive Assistant

Moelis Asset Management

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Marie Bober

Chief Compliance Officer/Senior Counsel

Archean Capital Partners, Crossbeam Venture Partners, Freeport Financial Partners, Gracie Asset Management, GrayFin Strategy, Moelis Asset Management, Moelis Catalyst, Steele Creek Investment Management, Third Crest Capital

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Paul Cal

Senior Research Analyst

Steele Creek Investment Management

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Laura Capicotto

Associate Counsel

Moelis Asset Management

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James Colletti

Associate

Freeport Financial Partners

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Raj Date

General Partner

Crossbeam Venture Partners

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Alan DeKeukelaere

Head of Research, Senior Research Analyst

Steele Creek Investment Management

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Matt Dowd

Assistant Trader

Gracie Asset Management

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Glenn Duffy

Chief Investment Officer

Steele Creek Investment Management

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Eric Felder

CEO

DCP MAM LLC, Gracie Asset Management, GrayFin Strategy, Moelis Asset Management, Third Crest Capital

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Kyle Fitzgerald

Portfolio Manager

Gracie Asset Management

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Eric Fitzgerald

Senior Analyst

Gracie Asset Management

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Jeff Froemming

CFO/Vice President

Freeport Financial Partners

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Joe Gambino

Managing Director

Freeport Financial Partners

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Matt Gerdes

Managing Director

Freeport Financial Partners

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Jeremy Goggins

Assistant Vice President – Operations

Freeport Financial Partners

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Doug Golan

Director

Freeport Financial Partners

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Ali Hamed

General Partner

Crossbeam Venture Partners

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Josh Howie

Managing Director

Freeport Financial Partners

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Matt Jacobs

Research Analyst

Steele Creek Investment Management

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Sakib Jamal

Senior Associate

Crossbeam Venture Partners

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Parker Kane

Senior Portfolio Analyst

Steele Creek Investment Management

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Michelle Kay

Associate

Moelis Asset Management

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Chris Keller, CFA

Managing Director/Managing Partner

Archean Capital Partners, Moelis Asset Management, Moelis Catalyst

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Sam Konz

Chief Financial Officer

Gracie Asset Management, GrayFin Strategy, Third Crest Capital

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Alex Koundourakis

Head Credit Trader; Management Committee Member

Gracie Asset Management

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Kyle Kretschmann

Senior Associate – Operations

Freeport Financial Partners

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Dan Krippinger

Director

Freeport Financial Partners

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Danielle Mahon

Senior Associate

Crossbeam Venture Partners

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Alana Marcus, CFA

Head of Risk

Gracie Asset Management, GrayFin Strategy, Third Crest Capital

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Alyssa Marszalkowski

Associate – Operations

Freeport Financial Partners

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Alyssa Matenaer

Associate

Moelis Asset Management

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Dylan Meehan

Associate

Gracie Asset Management, GrayFin Strategy

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Lucia Micali

Executive Assistant/Office Manager

Gracie Asset Management

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Andre Monitto

Research Analyst

Steele Creek Investment Management

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Ryan Morgan

Managing Director

Crossbeam Venture Partners

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Jay Murphy

Senior Research Analyst

Steele Creek Investment Management

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Robbie Noonan

Assistant Vice President

Freeport Financial Partners

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Alex Notis

Investment Associate

Crossbeam Venture Partners

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John O’Neill

Director of Operations

Gracie Asset Management, GrayFin Strategy, Third Crest Capital

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Elizabeth Ostrander

Chief Operating Officer

Crossbeam Venture Partners

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James Palmisciano

Chief Investment Officer; Chairman, Management Committee; Portfolio Manager

Gracie Asset Management, GrayFin Strategy

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Steve Papalas

Managing Director

Freeport Financial Partners

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Pratik Patel

Research Analyst

Steele Creek Investment Management

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Nate Raulin

Managing Director

Freeport Financial Partners

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Leon Revich

Director

Freeport Financial Partners

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Mike Robertson, CFA

Portfolio Manager; Management Committee Member

Gracie Asset Management

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Christopher Ryan

Managing Director

Archean Capital Partners, Crossbeam Venture Partners, Freeport Financial Partners, Moelis Asset Management, Moelis Catalyst, Steele Creek Investment Management

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Vincent Scotto

Assistant Vice President

Freeport Financial Partners

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Saveneet Singh

General Partner

Crossbeam Venture Partners

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Nick Skudlarek

Senior Research Analyst

Steele Creek Investment Management

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Matt Stouffer

Head of Portfolio Management & Trading, Chief Compliance Officer

Steele Creek Investment Management

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Max Wagenberg

Senior Portfolio Manager and Chief Operating Officer

Steele Creek Investment Management

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Joe Walker

Managing Director

Freeport Financial Partners

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Forrest Yardley

Portfolio Analyst

Steele Creek Investment Management

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Mark Zalewski

Portfolio Analyst

Steele Creek Investment Management

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