Leading Executives in Securities Brokers and Dealers, Investment Banks, Merchant Banks

Jamie Dimon

Chairman & Chief Executive Officer. , JPMorgan Chase & Co.

Wall Street’s longest-tenured big-bank chief, Dimon has led JPMorgan since 2006, building a dominant global investment bank and stewarding the firm through multiple crises as Chairman & CEO.

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David M. Solomon

Chairman & Chief Executive Officer. , The Goldman Sachs Group, Inc.

Veteran dealmaker and DJ-turned-banker who runs one of the world’s premier investment banks as Chairman & CEO, guiding strategy across M&A, ECM, DCM and markets.

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Ted Pick

Chairman & Chief Executive Officer. , Morgan Stanley

Career Morgan Stanley banker who became CEO in 2024 and Chairman in 2025, previously turning around Fixed Income and leading Institutional Securities (IB, markets, research).

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Jane Fraser

Chief Executive Officer. , Citigroup Inc.

First woman to lead a major U.S. bank; driving Citi’s multi‑year transformation and repositioning its Institutional Clients Group and wealth businesses.

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Brian Moynihan

Chair & Chief Executive Officer. , Bank of America Corporation

Long‑serving Chair & CEO who built a scaled corporate & investment bank (BofA Securities) alongside consumer and wealth franchises; influential voice on stakeholder capitalism.

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C. S. Venkatakrishnan (“Venkat”)

Group Chief Executive. , Barclays PLC

Risk veteran who became Group Chief Executive in 2021; previously CRO and Head of Global Markets, now steering the UK universal bank’s corporate & investment bank.

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Sergio P. Ermotti

Group Chief Executive Officer. , UBS Group AG

Returned as Group CEO in 2023 to integrate Credit Suisse and reshape Europe’s largest wealth manager with a focused investment bank.

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Christian Sewing

Chief Executive Officer. , Deutsche Bank AG

CEO since 2018, Sewing has overseen a turnaround and extended mandate to 2029 while sharpening the Corporate & Investment Bank under revamped leadership.

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Georges Elhedery

Group Chief Executive. , HSBC Holdings plc

Former CFO and ex‑co‑head of Global Banking & Markets who became Group CEO on September 2, 2024, leading the bank’s next growth phase.

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Bill Winters

Group Chief Executive. , Standard Chartered PLC

Ex‑JPMorgan investment bank co‑CEO who since 2015 has repositioned StanChart around fast‑growing markets and climate‑finance leadership.

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Andrea Orcel

Chief Executive Officer. , UniCredit S.p.A.

High‑profile rainmaker credited with UniCredit’s resurgence and bold capital returns; active in European banking consolidation debates as Group CEO.

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Ken Moelis

Founder, Chairman & Chief Executive Officer. , Moelis & Company

Founder who built a top independent advisory franchise spanning M&A and restructuring, with a strong record in complex deals.

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Peter R. Orszag

Chief Executive Officer & Chairman. , Lazard Ltd.

Former OMB/CBO head turned banker; became Lazard’s CEO (and later Chairman), pushing growth in advisory and AI‑enabled capabilities.

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Rich Handler

Chief Executive Officer. , Jefferies Financial Group / Jefferies

Wall Street’s longest‑serving investment bank CEO; expanded Jefferies into a full‑service global IB platform with strong equities and leveraged finance.

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Paul J. Taubman

Founder, Chairman & Chief Executive Officer. , PJT Partners Inc.

Ex‑Morgan Stanley Co‑President who founded PJT; a leader in high‑stakes restructuring and strategic advisory mandates.

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John S. Weinberg

Chairman & Chief Executive Officer. , Evercore Inc.

Former Goldman vice chair who now leads Evercore; known for marquee M&A advice and a culture of senior‑level client focus.

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Shemara Wikramanayake

Managing Director & Chief Executive Officer. , Macquarie Group

Australia’s first female big‑bank CEO; scaled Macquarie’s global infrastructure and real assets platform and broadened its investment banking reach.

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Scott Adelson

Chief Executive Officer. , Houlihan Lokey, Inc.

Succeeded long‑time CEO Scott Beiser in 2024; leads the No.1 global M&A fairness/restructuring advisor with a strong mid‑cap corporate finance franchise.

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Derek Neldner

CEO & Group Head. , RBC Capital Markets

Oversees RBC’s global Corporate & Investment Banking and Markets businesses; driving U.S. growth and sector expansion from a top‑10 global platform.

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Alexandre de Rothschild

Executive Chairman. , Rothschild & Co

Heir to the storied merchant bank, Alexandre became Executive Chairman in 2018 and has expanded the group’s advisory and merchant banking reach.

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