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Joseph S. Lovell joins Perella Weinberg Partners as managing director

Friday, October 07, 2016
Opalesque Industry Update - Perella Weinberg Partners has announced that Joseph S. Lovell has joined the firm as a Managing Director in its Advisory business. Based in New York, Mr. Lovell will be a member of the Firm’s Financial Institutions Group (FIG), working closely with Partner Titus Leung to provide strategic and financial advice to clients in the asset management sector.

Mr. Lovell has approximately 15 years of investment banking experience. He joins from Wells Fargo Securities, where he was most recently a Managing Director focused on strategic advisory, mergers and acquisitions, and capital raising transactions in the asset management space. Prior to that, Mr. Lovell worked at Credit Suisse in the Financial Institutions Group, with a particular focus on cross-border transactions. He began his career in London at Fox-Pitt Kelton, an investment bank.

Peter Weinberg, Founding Partner and Head of Advisory at Perella Weinberg Partners, said, “Joe’s global experience, particularly with clients in the asset management industry, is a welcome addition to our team. We expect to see increased transaction activity amongst asset managers due to continued globalization, new regulations and evolving investor demands across asset classes, vehicles and distribution channels. Our Firm’s dedication to strengthening the coverage of our FIG group will ensure we continue to provide clients with trusted advice to help them meet their strategic needs.”

Joseph Lovell stated, “I am excited to join Perella Weinberg Partners, a well-respected independent advisory firm. The Firm has a strong reputation for providing strategic and financial advice, and I look forward to advising clients as a member of this talented team.”

Perella Weinberg Partners is a leading independent, client-focused financial services firm providing advisory and asset management services to a broad, global client base, including corporations, institutions and governments. The Advisory business advises clients on mergers, acquisitions, strategic and capital structure advisory, financial restructuring and capital raising. The Asset Management business includes a suite of hedge fund strategies, private investment funds and outsourced CIO solutions. Together with its affiliates, the Asset Management business has capital commitments and managed assets of approximately $10.2 billion. With approximately 450 employees, Perella Weinberg Partners maintains offices in New York, London, Abu Dhabi, Denver, Dubai, and San Francisco.

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