Moelis Strengthens Family Office Coverage with Appointment of David Pett as a Managing Director

Moelis Strengthens Family Office Coverage with Appointment of David Pett as a Managing Director

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NEW YORK, October 27, 2026 - Moelis & Company (NYSE: MC), a leading global independent investment bank, today announced the appointment of David Pett as a Managing Director. David joins the Firm's Capital Markets team, where he will focus on deepening relationships with family offices and working closely with bankers across Moelis. He is based in West Palm Beach.

David brings more than 15 years of experience in capital formation and alternative investments, with extensive relationships across the family office community. He joins Moelis from Bridgeport Financial Technology, where he served as a Managing Director focused on private markets investment platforms and distribution. Prior to Bridgeport, David held senior roles at RAS Realty Partners, Venterra Realty and Cantor Fitzgerald, where he focused on family office coverage, investments, and capital raising across a range of alternative asset classes. Earlier in his career, he worked at HPM Partners, now known as Cerity Partners.

Angus Whelchel, Head of Private Capital Markets at Moelis, commented, "David brings a unique perspective from his experience working closely with family offices across a broad range of investment strategies. His understanding of the evolving needs of these investors will be valuable as we continue to connect family offices with opportunities and bring the right expertise from across our global platform."

Augusto Sasso, Global Head of Capital Markets at Moelis, said, "Family offices are playing an increasingly important role across the investment landscape, and deepening our relationships in this space is an important priority for our business. David's appointment reflects our continued investment in building differentiated capabilities and expanding the solutions we deliver to clients."

-ENDS-

About Moelis & Company

Moelis & Company ("Moelis") is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments, and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, secondary transactions and primary fundraising, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.