The Moelis Asset Management Team

View Team Members by Company

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 Catalyst
  • Moelis Asset Management
  • Steele Creek Investment Management
  • Third Crest Capital
Kathy Allen

Kathy Allen

Controller – Operations
Freeport Financial Partners
Applegate

Doug Applegate, CPA

Director & Controller
Archean Capital Partners, Crossbeam Venture Partners, Moelis Asset Catalyst, Moelis Asset Management, Steele Creek Investment Management
Michael Audino

Michael Audino

Head of Workout & Restructuring, Senior Research Analyst
Steele Creek Investment Management
Outside Jacket Awasthi

Dalip Awasthi

Chief Investment Officer and Portfolio Manager
Third Crest Capital
Benevento

Frank Benevento

Head of Business Development
Gracie Asset Management, GrayFin Strategy, Moelis Asset Catalyst, Moelis Asset Management, Third Crest Capital
Bick

Stephanie Bick

Stephanie Bick, Assistant Vice President
Freeport Financial Partners
Birk

Peter Birk, CFA, CAIA

Vice President
Archean Capital Partners, Moelis Asset Catalyst, Moelis Asset Management
Outside Photo Bisono

Josie Bisono

Executive Assistant
Moelis Asset Management
Bober

Marie Bober

Chief Compliance Officer/Senior Counsel
Archean Capital Partners, Crossbeam Venture Partners, Freeport Financial Partners, Gracie Asset Management, GrayFin Strategy, Moelis Asset Catalyst, Moelis Asset Management, Steele Creek Investment Management, Third Crest Capital
Paul Cal

Paul Cal

Senior Research Analyst
Steele Creek Investment Management
Capicotto

Laura Capicotto

Associate Counsel
Moelis Asset Management
James Colletti

James Colletti

Assistant Vice President
Freeport Financial Partners
Raj Date

Raj Date

General Partner
Crossbeam Venture Partners
Dowd

Matt Dowd

Assistant Trader
Gracie Asset Management
Glenn Duffy

Glenn Duffy

Chief Investment Officer
Steele Creek Investment Management
Outside Photo Felder Medium

Eric Felder

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

Kyle Fitzgerald

Portfolio Manager
Gracie Asset Management
EFitzgerald

Eric Fitzgerald

Senior Analyst
Gracie Asset Management
Jeff Froemming

Jeff Froemming

CFO/Senior Vice President
Freeport Financial Partners
Gambino Joe

Joe Gambino

Managing Director
Freeport Financial Partners
Gerdes Matt

Matt Gerdes

Managing Director
Freeport Financial Partners
Jeremy Goggins

Jeremy Goggins

Vice President
Freeport Financial Partners
douglas golan

Doug Golan

Director
Freeport Financial Partners
Ali Hamed

Ali Hamed

General Partner
Crossbeam Venture Partners
Howie Josh

Josh Howie

Managing Director
Freeport Financial Partners
Matt Jacobs

Matt Jacobs

Research Analyst
Steele Creek Investment Management
Sakib

Sakib Jamal

Senior Associate
Crossbeam Venture Partners
Parker Kane

Parker Kane

Senior Portfolio Analyst
Steele Creek Investment Management
Kay

Michelle Kay

Associate
Moelis Asset Management
chris keller

Chris Keller, CFA

Managing Director/Managing Partner
Archean Capital Partners, Moelis Asset Catalyst, Moelis Asset Management
Konz

Sam Konz

Chief Financial Officer
Gracie Asset Management, GrayFin Strategy, Third Crest Capital
Outside Jacket Koundourakis Medium

Alex Koundourakis

Head Credit Trader; Management Committee Member
Gracie Asset Management
Kyle Kretschmann

Kyle Kretschmann

Senior Associate – Operations
Freeport Financial Partners
Krippinger Dan

Dan Krippinger

Director
Freeport Financial Partners
Danielle Mahon

Danielle Mahon

Senior Associate
Crossbeam Venture Partners
Outside Photi Marcus

Alana Marcus, CFA

Head of Risk
Gracie Asset Management, GrayFin Strategy, Third Crest Capital
Alyssa Wendt headshot 3.14.22

Alyssa Marszalkowski

Senior Associate
Freeport Financial Partners
Matenaer

Alyssa Matenaer

Associate
Moelis Asset Management
Meehan

Dylan Meehan

Associate
Gracie Asset Management, GrayFin Strategy
Lucia Micali

Lucia Micali

Executive Assistant/Office Manager
Gracie Asset Management
Andre Monitto

Andre Monitto

Research Analyst
Steele Creek Investment Management
ryan morgan

Ryan Morgan

Managing Director
Crossbeam Venture Partners
Jay Murphy

Jay Murphy

Senior Research Analyst
Steele Creek Investment Management
robbie noonan02

Robbie Noonan

Vice President
Freeport Financial Partners
Alex Notis

Alex Notis

Investment Associate
Crossbeam Venture Partners
ONeil

John O’Neill

Director of Operations
Gracie Asset Management, GrayFin Strategy, Third Crest Capital
Elizabeth Ostrander

Elizabeth Ostrander

Chief Operating Officer
Crossbeam Venture Partners
Outside Jacket Palmisciano Medium

James Palmisciano

Chief Investment Officer; Chairman, Management Committee; Portfolio Manager
Gracie Asset Management, GrayFin Strategy
Papalas Steve

Steve Papalas

Managing Director
Freeport Financial Partners
Pratik Patel

Pratik Patel

Research Analyst
Steele Creek Investment Management
NYH 7423

Dan Pogue

Vice President
Moelis Asset Catalyst
nate raulin02

Nate Raulin

Managing Director
Freeport Financial Partners
Revich Leon

Leon Revich

Director
Freeport Financial Partners
Robertson

Mike Robertson, CFA

Portfolio Manager; Management Committee Member
Gracie Asset Management
chris ryan

Christopher Ryan

Managing Director
Archean Capital Partners, Crossbeam Venture Partners, Freeport Financial Partners, Moelis Asset Catalyst, Moelis Asset Management, Steele Creek Investment Management
vincent scotto

Vincent Scotto

Vice President
Freeport Financial Partners
savneet singh headshot

Saveneet Singh

General Partner
Crossbeam Venture Partners
Nick Skudlarek

Nick Skudlarek

Senior Research Analyst
Steele Creek Investment Management
Matt Stouffer

Matt Stouffer

Head of Portfolio Management & Trading, Chief Compliance Officer
Steele Creek Investment Management
Max Wagenberg

Max Wagenberg

Senior Portfolio Manager and Chief Operating Officer
Steele Creek Investment Management
Walker Joe

Joe Walker

Managing Director
Freeport Financial Partners
Forrest Yardley

Forrest Yardley

Portfolio Analyst
Steele Creek Investment Management
Mark Zalewski

Mark Zalewski

Portfolio Analyst
Steele Creek Investment Management