Perella Weinberg Announces Partner Promotions

Rhea-AI Summary

Perella Weinberg (NASDAQ:PWP) announced the promotion of eight Managing Directors to Partner: Sam Alnouri and Andrew Stockdale in Financial Services, Serdj Balach in Industrials, Markus Freund and Matt Rahmani in Financing & Capital Solutions, Edyta Lipka in Financials & Technology, and Adam Lubart and Ridwan Obaray in Healthcare.

According to Perella Weinberg, the new Partners are based across New York, London and Munich and bring 12–20 years of experience in sectors including insurance, chemicals, payments, FinTech, medtech, healthcare technology, restructuring and private capital solutions. The firm highlights their commercial achievements, client focus and leadership contributions.

Market Reaction – PWP

-1.47% $17.39 3.4x vol

15m delay

-1.47% Vs previous close

$17.39 Last Price

$15.31 $19.93 Day Range

$1.27B Market Cap

3.4x Rel. Volume

Following this news, PWP has declined 1.47%, reflecting a mild negative market reaction. Our momentum scanner has triggered 6 alerts so far, indicating moderate trading interest and price volatility. The stock is currently trading at $17.39. Trading volume is very high at 3.4x the average, suggesting heavy selling pressure.

Data tracked by StockTitan Argus (15 min delayed). Upgrade to Gold for real-time data.

Market Context

TIGR's 2.74% move provided a contemporaneous peer reference, but no peers appeared in the momentum s...

Analysis

TIGR's 2.74% move provided a contemporaneous peer reference, but no peers appeared in the momentum scanner. The announcement adds leadership context; recent insider Net Selling remains a sourced risk to monitor.

Key Figures

Managing Directors Promoted: 8 Managing Directors

1 metrics

Managing Directors Promoted 8 Managing Directors Promoted to Partners of the Firm

Historical Context

5 past events · Latest: Jul 21 (Neutral)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jul 21	Earnings date notice	Neutral	-0.3%	Scheduled second-quarter results and conference call for July 31
May 01	Quarterly earnings	Negative	-9.4%	Revenue declined 30% year over year with reported pre-tax losses
Apr 20	Earnings date notice	Neutral	-0.9%	Scheduled first-quarter results and conference call for May 1
Apr 13	Acquisition agreement	Positive	+2.6%	Agreed to acquire UK advisory firm Gleacher Shacklock
Feb 06	Annual earnings	Positive	+8.0%	Reported full-year revenue and acquired Devon Park Advisors

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Directional announcements aligned with subsequent reactions in three of five recent events, while scheduling notices were followed by negative reactions.

Key Terms

cfa charterholder, capital structure, distressed m&a, liability management

4 terms

cfa charterholder financial

"He is also a CFA charterholder."

A CFA charterholder is a finance professional who has passed a series of rigorous exams and met work‑experience and ethics requirements to earn the Chartered Financial Analyst credential. For investors, that credential acts like a trusted license or “black belt” in investment analysis and portfolio management, signaling tested knowledge, disciplined methods, and a commitment to ethical standards—qualities that help evaluate the credibility of financial advice and research.

capital structure financial

"advises clients on capital structure, restructuring, liability management"

Capital structure is the way a company finances its operations and growth by using different sources of money, such as borrowed funds (loans or bonds) and owner’s equity (investments from owners or shareholders). It’s like a recipe for baking a cake, where the balance of ingredients affects the final product's strength and taste; similarly, the mix of debt and equity influences a company's stability and risk. For investors, understanding a company's capital structure helps gauge how risky it might be to invest or lend money.

View in glossary

distressed m&a financial

"capital structure, restructuring, liability management, distressed M&A"

Distressed M&A is the buying, selling, or restructuring of companies or their assets when the target is under severe financial stress, facing bankruptcy, or unable to meet obligations. It matters to investors because these deals can change who controls valuable assets, shift expected recoveries for creditors and shareholders, and create sudden value opportunities or losses—like buying a fixer-upper at auction where the outcome depends on how well the buyer can repair it.

liability management financial

"advises clients on capital structure, restructuring, liability management"

Liability management is a company’s plan for handling its debts and obligations—such as refinancing, repaying, or reshaping payment terms—to reduce cost and risk. Like reorganizing household bills or refinancing a mortgage to lower monthly payments, it matters to investors because it affects a firm’s cash flow, creditworthiness and the likelihood of meeting obligations, which in turn can influence stock and bond values.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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NEW YORK, July 31, 2026 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced the promotion of eight Managing Directors to Partners of the Firm.

• Sam Alnouri – Financial Services, New York
• Serdj Balach – Industrials, New York
• Markus Freund – Financing & Capital Solutions, Munich
• Edyta Lipka – Financials & Technology, London
• Adam Lubart – Healthcare, New York
• Ridwan Obaray – Healthcare, New York
• Matt Rahmani – Financing & Capital Solutions, New York
• Andrew Stockdale – Financial Services, London
  
  

“We are pleased to announce the promotion of these eight exceptional bankers to Partner,” said Andrew Bednar, Chief Executive Officer and Chairman. “Each has strengthened our platform through their commercial achievements, intense client focus, and dedication to their teams. Their promotions reflect the confidence we have in their ability to contribute to our Partnership and help lead the Firm forward.”

Biographies

Sam Alnouri advises clients across the Financial Services sector, with a particular focus on insurance services.

He has more than 15 years of financial services experience and joined Perella Weinberg in 2024.

Mr. Alnouri received a Bachelor in Business Administration from the College of William & Mary and a Master of Business Administration from Columbia Business School. He is also a CFA charterholder.

Serdj Balach advises clients across the broader industrials sector with a focus on chemicals and specialty materials.

He has more than 15 years of investment banking experience and joined Perella Weinberg in 2020.

Mr. Balach received a Bachelor of Arts from Northwestern University and a Master of Business Administration from the Darden School at the University of Virginia.

Markus Freund advises clients on capital structure, restructuring, liability management, distressed M&A, and private capital solutions.

He has more than 15 years of investment banking experience and joined Perella Weinberg in 2021.

Mr. Freund earned a Diploma in Business Administration and a Diploma in Languages, Cultural Studies and Economics from the University of Passau.

Edyta Lipka advises clients across Europe in the Financials & Technology sector, with a particular focus on payments and FinTech.

She has more than 15 years of investment banking experience and joined Perella Weinberg in 2021.

Ms. Lipka holds a Master’s degree in Finance from Poznań University of Economics.

Adam Lubart advises clients in the healthcare sector, with a focus on medtech.

He has over 12 years of investment banking experience and joined Perella Weinberg in 2014.

Mr. Lubart received a Bachelor of Arts from Hamilton College and a Master of Business Administration from Columbia Business School.

Ridwan Obaray advises clients in the healthcare sector, with a focus on healthcare technology.

He has nearly 20 years of investment banking experience and joined Perella Weinberg in 2019.

Mr. Obaray received a Bachelor of Arts from Cornell University and a Master of Business Administration from Georgetown University.

Matt Rahmani advises clients on capital solutions and capital structure optimization, as well as liability management and restructuring transactions.

He has more than 15 years of corporate finance experience and joined Perella Weinberg in 2016.

Mr. Rahmani received a Bachelor of Science from Yeshiva University. He is also a CFA charterholder.

Andrew Stockdale advises clients across the financial services sector.

He has more than 15 years of investment banking experience and joined Perella Weinberg in 2022.

Mr. Stockdale received a Bachelor of Science from the University of Nottingham.

About Perella Weinberg

Perella Weinberg is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The Firm offers a wide range of advisory services to clients in some of the most active industry sectors and global markets. With approximately 700 employees, Perella Weinberg currently maintains offices in New York, London, Houston, Los Angeles, San Francisco, Paris, Chicago, Munich, Palm Beach, Denver, Calgary, and Greenwich.

Contacts
For Perella Weinberg Investor Relations: investors@pwpartners.com
For Perella Weinberg Media: media@pwpartners.com

FAQ

Who did Perella Weinberg (NASDAQ:PWP) promote to Partner on July 31, 2026?

Perella Weinberg promoted eight Managing Directors to Partner: Sam Alnouri, Serdj Balach, Markus Freund, Edyta Lipka, Adam Lubart, Ridwan Obaray, Matt Rahmani and Andrew Stockdale. According to Perella Weinberg, these individuals span financial services, industrials, healthcare, capital solutions and financials & technology across New York, London and Munich.

Which business sectors do the newly promoted Perella Weinberg (PWP) Partners cover?

The new Partners cover financial services, industrials, financing and capital solutions, financials and technology, healthcare, medtech and healthcare technology. According to Perella Weinberg, their expertise includes insurance, chemicals, payments, FinTech, capital structure, restructuring, liability management, distressed M&A and private capital solutions across the US and Europe.

Where are the newly promoted Perella Weinberg (PWP) Partners based geographically?

The newly promoted Partners are based in New York, London and Munich, reflecting Perella Weinberg’s global advisory footprint. According to Perella Weinberg, New York hosts Alnouri, Balach, Lubart, Obaray and Rahmani, while Freund is in Munich and Lipka and Stockdale are in London, covering European and US clients.

What experience do the new Perella Weinberg (PWP) Partners bring to the firm?

The new Partners each have roughly 12 to nearly 20 years of finance or investment banking experience. According to Perella Weinberg, they joined the firm between 2014 and 2024 and hold advanced degrees from institutions such as Columbia, Northwestern, Georgetown and Poznań University of Economics.

What qualifications and certifications do Perella Weinberg’s newly promoted Partners hold?

Several new Partners hold advanced business and finance degrees, and two are CFA charterholders. According to Perella Weinberg, Sam Alnouri and Matt Rahmani both hold MBAs and the CFA designation, while others have master’s degrees in finance, business administration or related fields from global universities.

How did Perella Weinberg describe the significance of the Partner promotions for PWP?

Perella Weinberg described the promotions as recognizing commercial achievements, client focus and team dedication. According to Perella Weinberg, CEO Andrew Bednar said the promotions reflect confidence in these bankers’ ability to contribute to the Partnership and help lead the firm forward across its global advisory platform.