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Experts in Growth
Deep domain expertise, powerful distribution and long-term relationships that produce results.
EXECUTIVE OFFICERS

Thomas W. Weisel

Chairman & CEO


Thomas W. Weisel is Chairman and Chief Executive Officer of Thomas Weisel Partners. Previously, Thom was Chairman and Chief Executive Officer of Montgomery Securities, a firm he founded in 1971, which was bought by NationsBank in 1997, currently named Bank of America.
Thom has been on the U.S. Ski Team Foundation Board since 1977, and was the Chairman from 1983 through 1994. Thom is also the founder and largest investor in the Discovery Channel (previously US Postal) pro cycling team, formerly led by Lance Armstrong, seven-time winner of the Tour de France, which he established 18 years ago.
Thom serves on the Boards of the Museum of Modern Art in New York and the San Francisco Museum of Modern Art. He is also a member of the Stanford Endowment Management Board and the Chairman of USA Cycling Development Foundation Board.
Thom graduated from Stanford University with distinction and honors in Economics and obtained his MBA from Harvard.

Lionel F. Conacher

President & COO


Lionel F. Conacher has worked in the financial industry for over 20 years. From 1995 through 2001 Lionel held senior positions at independent investment banking firms in Canada. From 1989 through 1994, Lionel was a Managing Partner with Hees International Bancorp Inc. (now Brookfield Asset Management Inc.), responsible for financing all of the companies in the EdperBrascan group. Between 1985 and 1989, Lionel worked in the Investment Banking group at Citicorp (now Citigroup) in New York, Toronto and the UK. He is a former Director of Cadillac Fairview Corporation and Great Lakes Power, Inc. Lionel is actively involved in the community including being President of Canada’s leading contemporary arts centre, Harbourfront Centre. Lionel has a B.A. in Economics and Art History from Dartmouth College, Hanover, New Hampshire.

Tom Carbeau

Head of Institutional Sales


Tom Carbeau is a Senior Managing Director and Head of Institutional Sales at Thomas Weisel Partners. Tom joined the firm in 2006 and is based in New York. He has over 13 years of experience in Institutional Sales, Equity Capital Markets, and Corporate Finance. Prior to joining the firm, Tom was an Executive Director at CIBC World Markets and a Vice President at Morgan Stanley. Tom graduated summa cum laude from Georgetown University with an MS degree in Finance.

Mark Fisher

General Counsel


Mark P. Fisher is a Managing Director and has served as General Counsel for Thomas Weisel Partners. Mark joined the firm in 2005 and is based in San Francisco. Prior to joining the firm, Mark practiced corporate and securities law at Sullivan & Cromwell LLP. Mark received a BA degree from Stanford University, a JD from Harvard Law School and a PhD in economics from the University of Chicago.

R. Keith Gay

Head of Research


Keith Gay is a founding Partner and Senior Managing Director at Thomas Weisel Partners. Prior to his becoming Head of Research, Keith served as Associate Director of Research from 2005-2008 and as a Research Analyst following Applications Software from 2000 to 2005. From 1996 until 1999, he was a Managing Director and a Senior Research Analyst at NationsBanc Montgomery Securities, where he followed the Education and Training sectors. Before that, Keith was a Vice President in Investment Banking at Merrill Lynch & Co., where he covered the General Industrials sector. He entered the investment banking business following a 10-year career in the U.S. Air Force, where he was an Assistant Professor at the U.S. Air Force Academy Department.

William McLeod

Co-Head of Investment Banking


Bill McLeod is a Senior Managing Director, Co-Head of Investment Banking and Head of Capital Markets at Thomas Weisel Partners. Bill joined the firm in 2004 and is based in San Francisco. He began his investment banking career in 1988 and has more than 17 years of experience. Bill’s background includes acting as Co-Head of US Equity Capital Markets at Banc of America Securities in San Francisco and serving in Equity Capital Markets, Investment Banking and M&A roles with J.P. Morgan in New York. Bill earned an MBA degree from the University of Chicago and a BBA degree from Southern Methodist University.

Brad Raymond

Co-Head of Investment Banking


Brad Raymond is Co-Head of Investment Banking and a Senior Managing Director in Software, Media and Telecom Investment Banking at Thomas Weisel Partners. Brad joined the firm in 2004 and is based in New York. He has more than 14 years of technology investment banking experience. Prior to joining the firm, Brad was Co-Head of Software Investment Banking at Morgan Stanley. Previously he was in the Technology M&A Group at JP Morgan and an Analyst at Alex. Brown & Sons. Brad is actively involved in the community including being on the Board of New York City Outward Bound and a Trustee for the Westminster School, Brad received a BA degree from Harvard College and an MBA from Berkeley Haas School of Business.

Paul Slivon

Head of Private Client Services and Head of Asset Management


Paul C. Slivon is a Senior Managing Director, Head of Private Client Services and Head of Asset Management. Prior to joining Thomas Weisel Partners as a Partner in Institutional Sales in January 1999, Paul served as Managing Director of Institutional Sales at Robertson Stephens & Company Group LLC, an investment banking and financial services firm. Previously, Paul was Senior Vice President of Kemper Securities. Paul received a Bachelor of Arts degree from Amherst College and an MBA degree from the University of California, Los Angeles.

Anthony Stais

Head of Trading


Anthony V. Stais is a Senior Managing Director and Head of Trading at Thomas Weisel Partners. Anthony joined Thomas Weisel Partners as Director of Sales-Trading in 2001 and is based in San Francisco. Prior to joining the firm, he worked at Goldman Sachs, Merrill Lynch and Salomon Brothers in both institutional sales trading and wealth management. Anthony received a Bachelor of Arts degree from Bowdoin College.

Shaugn Stanley

Interim Chief Financial Officer


Shaugn Stanley is interim Chief Financial Officer of Thomas Weisel Partners. Prior he was the Chief Financial Officer of Montgomery Securities for two years from 1996 to 1998 and the Chief Financial Officer of Thomas Weisel Partners from its founding in 1998 until 2001. From 2001 to the present he has been a Partner and Managing Director of Thomas Weisel Partners. Previous to his work for Montgomery Securities, Mr. Stanley was with Fidelity Investments for six years serving as the Chief Financial Officer for the brokerage division. Mr. Stanley holds a degree in accounting from Stephen F. Austin State University and is a Certified Public Accountant.