Leadership Overview
Houlihan Lokey has 7 executives leading key functions including investment banking, information technology, operational management, financial advisory, capital solutions, portfolio valuation, and corporate strategy.
Driven by a commitment to excellence in global finance, Houlihan Lokey delivers specialized advisory services to corporations, institutions, and governments while maintaining a robust presence across international markets.
Driven by a commitment to excellence in global finance, Houlihan Lokey delivers specialized advisory services to corporations, institutions, and governments while maintaining a robust presence across international 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 business processes and operational efficiency across all global service lines. Overseeing organizational scaling, the Chief Operating Officer ensures that administrative functions support the high-performance requirements of investment banking and advisory teams. This leadership role involves streamlining workflows and implementing performance metrics that drive productivity throughout the United States and international offices. By managing cross-functional initiatives, Jessica Maring fosters collaboration between departments to achieve operational excellence. The Chief Operating Officer monitors resource allocation and budget management to ensure fiscal responsibility while supporting the firm's expansion goals. Maring optimizes internal systems to facilitate seamless service delivery for corporate and institutional clients. Through rigorous process improvement, the Chief Operating Officer maintains the operational foundation necessary for sustained growth and market leadership in the competitive financial services sector.
Danielle Morello - Chief Operating Officer, Financial & Valuation Advisory
Danielle Morello, the Chief Operating Officer, Financial & Valuation Advisory at Houlihan Lokey, directs the operational framework for the firm's specialized valuation and financial advisory divisions. Overseeing the delivery of complex valuation services, the Chief Operating Officer, Financial & Valuation Advisory ensures that technical standards and regulatory compliance remain consistent across global markets. This leadership role involves managing the operational lifecycle of advisory projects, from initial client engagement to final reporting. By refining internal methodologies, Danielle Morello enhances the accuracy and efficiency of valuation outputs for corporate and government clients. The Chief Operating Officer, Financial & Valuation Advisory collaborates with senior leadership to align service delivery with evolving market demands. Morello drives operational improvements that support the firm's reputation for precision in financial analysis. Through strategic oversight of advisory workflows, the Chief Operating Officer, Financial & Valuation Advisory ensures that the firm delivers high-quality, actionable insights to stakeholders worldwide.
Aaron Ovedia - Chief Operating Officer, Capital Solutions
Aaron Ovedia, the Chief Operating Officer, Capital Solutions at Houlihan Lokey, directs the operational strategy for the firm's capital markets and financing advisory business. Overseeing the execution of capital-raising initiatives, the Chief Operating Officer, Capital Solutions ensures that internal processes support the complex needs of clients seeking liquidity and restructuring solutions. This leadership role involves managing the operational infrastructure required to navigate volatile market conditions across the United States and international regions. By optimizing deal-tracking systems and resource allocation, Aaron Ovedia improves the speed and effectiveness of capital solutions delivery. The Chief Operating Officer, Capital Solutions collaborates with investment banking teams to ensure seamless integration of financing strategies into broader client mandates. Ovedia drives operational excellence by implementing robust project management frameworks that mitigate risk and enhance client outcomes. Through strategic oversight, the Chief Operating Officer, Capital Solutions maintains the firm's competitive edge in providing tailored capital structures.
David Preiser - Co-President
David Preiser, the Co-President at Houlihan Lokey, directs the firm's overarching strategic vision and global business development efforts. Overseeing the integration of investment banking and advisory services, the Co-President ensures that the firm maintains a unified market approach across the United States, Europe, the Middle East, and the Asia-Pacific region. This leadership role involves setting long-term growth objectives and fostering relationships with key institutional and corporate partners. By guiding the firm's expansion into new markets, David Preiser strengthens the competitive position of the organization. The Co-President collaborates with other executive leaders to align service offerings with global economic trends and client needs. Preiser drives the firm's commitment to excellence by championing high-level strategic initiatives and maintaining a focus on long-term value creation. Through decisive leadership, the Co-President ensures that the firm remains a premier advisor for complex financial transactions and strategic advisory mandates on a global scale.
Allen Fazio - Chief Information Officer
Allen Fazio, the Chief Information Officer at Houlihan Lokey, architects the firm's global technology infrastructure to support secure and efficient investment banking operations. Overseeing digital transformation initiatives, the Chief Information Officer ensures that data systems remain resilient across the United States, Europe, and the Asia-Pacific region. This leadership role involves managing cybersecurity protocols and integrating advanced analytical tools to enhance decision-making capabilities for financial advisors. By optimizing internal software platforms, Allen Fazio improves operational agility and supports the firm's commitment to technological innovation. The Chief Information Officer collaborates with executive leadership to align IT investments with broader corporate goals, ensuring that digital assets provide a competitive advantage. Fazio maintains robust network stability, enabling seamless communication and data processing for global teams. Through strategic technology deployment, the Chief Information Officer secures the firm's digital perimeter against evolving threats.
Randall Drury - Director & Chief Administrative Officer of Portfolio Valuation & Fund Advisory Services
Randall Drury, the Director & Chief Administrative Officer of Portfolio Valuation & Fund Advisory Services at Houlihan Lokey, directs the administrative and operational functions for the firm's fund advisory business. Overseeing the reporting and compliance infrastructure, the Director & Chief Administrative Officer of Portfolio Valuation & Fund Advisory Services ensures that portfolio valuation processes meet the stringent requirements of institutional investors. This leadership role involves managing the administrative lifecycle of fund advisory engagements across global markets. By implementing standardized operational procedures, Randall Drury enhances the reliability and transparency of valuation data provided to clients. The Director & Chief Administrative Officer of Portfolio Valuation & Fund Advisory Services collaborates with valuation experts to ensure that administrative support aligns with technical advisory needs. Drury drives efficiency by automating reporting workflows and refining internal controls. Through meticulous administrative oversight, the Director & Chief Administrative Officer of Portfolio Valuation & Fund Advisory Services supports the firm's commitment to accuracy in fund advisory.
Colby Catania - Managing Director
Colby Catania, the Managing Director at Houlihan Lokey, directs complex investment banking transactions for diverse corporate clients. Overseeing high-stakes deal execution, the Managing Director ensures alignment with global market standards across the United States and international territories. This leadership role involves managing client relationships and architecting financial structures that support long-term growth objectives. By leveraging deep industry expertise, Colby Catania identifies strategic opportunities within the investment banking landscape. The Managing Director coordinates with internal teams to provide comprehensive valuation and advisory support, ensuring that every transaction meets rigorous quality benchmarks. Through meticulous oversight of deal flow and client engagement, the Managing Director maintains the firm's reputation for excellence. Catania drives revenue growth by identifying emerging market trends and positioning the firm to capture significant value for institutional partners worldwide.
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