Moelis promotes Christopher Callesano to CFO; Joseph Simon departs

Moelis & Co

Callesano named CFO effective March 31, 2025, succeeding Joseph Simon.
Simon resigns after 15 years; will join Wachtell Lipton as CFO.
Nick Riehl appointed Principal Accounting Officer effective March 31, 2025.
Callesano has been with Moelis since 2010 as Principal Accounting Officer and Corporate Controller.
Transition period through May 2025 to ensure continuity.

item 5.02 item 7.01 item 9.01

Executive movements

Machine-extracted from this filing. Every card cites the SEC source. See all recent executive movements.

Appointed

Christopher Callesano

Chief Financial Officer

MC · Moelis & Co

Effective: 2025-03-31
Filed: February 27, 2025, 6:59 PM ET

On February 27, 2025, Moelis & Company (the “Company”) announced the appointment of Christopher Callesano to Chief Financial Officer effective March 31, 2025.

Appointed

Nick Riehl

Principal Accounting Officer

MC · Moelis & Co

Effective: 2025-03-31
Filed: February 27, 2025, 6:59 PM ET

Additionally, Nick Riehl, our current Head of Financial Reporting, has been appointed as Principal Accounting Officer effective March 31, 2025 succeeding Mr. Callesano in that role.

Departed

Joseph Simon

Chief Financial Officer

MC · Moelis & Co

Effective: 2025-05-31
Successor: Christopher Callesano
Filed: February 27, 2025, 6:59 PM ET

Mr. Simon provided notice of his resignation on February 25, 2025 and will be leaving the Company at the end of May.

Key facts

Extracted from this filing and checked against the source text.

Executive change SEC 8-K Item 5.02 confidence 0.95

Christopher Callesano was appointed as Chief Financial Officer at Moelis & Co.

Action: appointed
Role: Chief Financial Officer

Exact text from the filing

On February 27, 2025, Moelis & Company (the “Company”) announced the appointment of Christopher Callesano to Chief Financial Officer effective March 31, 2025.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Nick Riehl was appointed as Principal Accounting Officer at Moelis & Co.

Action: appointed
Role: Principal Accounting Officer

Exact text from the filing

Additionally, Nick Riehl, our current Head of Financial Reporting, has been appointed as Principal Accounting Officer effective March 31, 2025 succeeding Mr. Callesano in that role.

View on SEC.gov

Executive change SEC 8-K Item 5.02 confidence 0.95

Joseph Simon resigned as Chief Financial Officer at Moelis & Co.

Action: resigned
Role: Chief Financial Officer

Exact text from the filing

Mr. Simon provided notice of his resignation on February 25, 2025 and will be leaving the Company at the end of May.

View on SEC.gov

Moelis & Co filing history →

Source: SEC EDGAR

accession 0001193125-25-037643

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