Leadership Overview
Houlihan Lokey has 5 executives leading key functions including corporate operations, information technology, capital solutions, financial advisory, and executive management.
Focused on delivering superior financial outcomes, Houlihan Lokey maintains a commitment to excellence by providing specialized investment banking services to corporations, institutions, and governments across global markets.
Focused on delivering superior financial outcomes, Houlihan Lokey maintains a commitment to excellence by providing specialized investment banking services to corporations, institutions, and governments across global markets.
Leadership Roles at Houlihan Lokey
Jessica Maring - Chief Operating Officer
Jessica Maring, the Chief Operating Officer at Houlihan Lokey, directs the firm's internal infrastructure and global operational efficiency. Overseeing the integration of administrative workflows across the United States, Europe, and the Asia-Pacific region, the Chief Operating Officer ensures that internal processes support the complex demands of a global investment bank. Maring manages cross-departmental resource allocation to maintain high standards of service delivery for corporate and institutional clients. By optimizing internal systems, the Chief Operating Officer facilitates seamless collaboration between regional offices and central leadership. Jessica Maring drives the implementation of scalable business practices that enhance overall firm productivity. Through rigorous oversight of operational performance metrics, the Chief Operating Officer secures the stability of the firm's internal foundation. This leadership role requires constant alignment with the broader strategic goals of the organization, ensuring that every operational decision contributes to the long-term success of the firm's diverse financial service offerings.
Aaron Ovedia - Chief Operating Officer, Capital Solutions
Aaron Ovedia, the Chief Operating Officer, Capital Solutions at Houlihan Lokey, manages the operational execution of capital market transactions and financing strategies. Overseeing the workflow of the capital solutions division, the Chief Operating Officer, Capital Solutions ensures that complex deal structures meet the specific needs of institutional clients. Ovedia directs the coordination between deal teams and support functions to maximize transaction efficiency across North American and international markets. By refining the operational processes within the capital solutions group, the Chief Operating Officer, Capital Solutions accelerates the delivery of financing solutions to corporations. Aaron Ovedia monitors market trends to adjust operational capacity in response to fluctuating demand for capital. This leadership role involves maintaining rigorous quality control standards during the execution of high-stakes financial mandates. Through the optimization of internal deal-flow management, the Chief Operating Officer, Capital Solutions supports the firm's objective of providing comprehensive financial advisory services to a global client base.
Danielle Morello - Chief Operating Officer, Financial & Valuation Advisory
Danielle Morello, the Chief Operating Officer, Financial & Valuation Advisory at Houlihan Lokey, oversees the operational delivery of valuation services and financial advisory mandates. Managing the resource deployment for complex valuation projects, the Chief Operating Officer, Financial & Valuation Advisory ensures that the firm provides accurate and timely insights to governments and corporations. Morello directs the integration of specialized valuation methodologies into the firm's broader advisory framework, enhancing the quality of client deliverables. By streamlining the operational workflow for the advisory division, the Chief Operating Officer, Financial & Valuation Advisory improves the speed and accuracy of financial reporting. Danielle Morello coordinates with senior leadership to align valuation services with the firm's strategic market positioning. This role involves managing the operational risks associated with high-stakes financial advisory engagements. Through the continuous improvement of valuation processes, the Chief Operating Officer, Financial & Valuation Advisory sustains the firm's reputation for excellence in financial analysis and advisory services.
David Preiser - Co-President
David Preiser, the Co-President at Houlihan Lokey, drives the firm's overarching strategic vision and global business development initiatives. Overseeing the expansion of the firm's footprint across the United States, Europe, and the Asia-Pacific region, the Co-President ensures that the organization maintains its leadership position in investment banking. Preiser directs the firm's engagement with major corporate and institutional clients, fostering long-term relationships that support sustained revenue growth. By coordinating the efforts of various business units, the Co-President aligns the firm's diverse service offerings with the evolving needs of the global market. David Preiser monitors the competitive landscape to identify new opportunities for growth and service diversification. This leadership role involves close collaboration with the Board to execute the firm's long-term financial objectives. Through the strategic management of the firm's global operations, the Co-President secures the continued success of the organization in providing expert financial advice and capital solutions to clients worldwide.
Allen Fazio - Chief Information Officer
Allen Fazio, the Chief Information Officer at Houlihan Lokey, architects the firm's global technology strategy and digital infrastructure. Managing the security and reliability of data systems across the Middle East and international markets, the Chief Information Officer protects sensitive financial information for government and corporate clients. Fazio directs the deployment of advanced analytical tools that empower investment bankers to execute complex valuations and advisory services with precision. By modernizing the firm's technological framework, the Chief Information Officer enables rapid adaptation to shifting market conditions. Allen Fazio oversees the cybersecurity posture of the organization, ensuring compliance with international financial regulations. This role involves close coordination with the executive team to align digital investments with the firm's growth objectives. Through the implementation of robust cloud solutions and data management protocols, the Chief Information Officer maintains the competitive edge of the firm in an increasingly digital global financial landscape.
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