History of Ken Moelis in Timeline

By Popular Timelines Editorial Team · Updated: June 9, 2025

Kenneth D. Moelis is an American billionaire investment banker and the founder, chairman, and CEO of Moelis & Company, a global independent investment banking firm. He is a prominent figure in the world of finance, known for his leadership and success in building a leading investment banking firm.

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Full Timeline

1958: Kenneth Moelis Born

In 1958, Kenneth D. Moelis, an American billionaire investment banker and the founder, chairman, and CEO of Moelis & Company, was born.

1958: Kenneth Moelis's Birth and Family Background

In 1958, Kenneth Moelis was born to Gaye (née Gross) and Herbert I. Moelis, who was the president of Equity Leasing Corporation. His father was also a thoroughbred race horse breeder at CandyLand Stables.

1981: Graduation from Wharton School

In 1981, Kenneth Moelis received both his undergraduate degree and MBA from The Wharton School at the University of Pennsylvania.

1981: Career at Drexel Burnham Lambert

In 1981, Kenneth Moelis started his career at Drexel Burnham Lambert, eventually becoming a managing director working for Michael Milken in Los Angeles.

1983: Marriage to Julie Lynn Taffet

In 1983, Kenneth Moelis married Julie Lynn Taffet in a Jewish ceremony at the Sephardic Temple in Cedarhurst, New York.

September 2000: Departure for UBS

In September 2000, Kenneth Moelis announced his departure from Credit Suisse First Boston (CSFB) to join UBS (then known as UBS Warburg), taking the core of his team with him.

2006: UBS Ranked Top 4 Globally

By the end of 2006, UBS, where Kenneth Moelis served as president of UBS Investment Bank, was ranked in the Top 4 in the global fee pool for the first time.