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1 Montgomery Tower, 1 Montgomery St. San Francisco, CA 94104 CA Tel. 415-364-2500 Fax 415-364-2695 |
Type: Subsidiary
On the web:
http://www.tweisel.com
For Thomas Weisel Partners, the name of the game is all about investing wisely. The company emphasizes wealth preservation by providing customized investment consulting. It offers wealth management, brokerage services, tax and estate planning, corporate cash management, and access to alternative investments such as hedge funds and private equity. Clients include institutional investors, foundations, and wealthy individuals and families. Its average client's portfolio exceeds $10 million, and the company has more than $5 billion of assets under management in all. Thomas Weisel Partners was acquired by Stifel Financial for more than $300 million in 2010 and is now a subsidiary of that company.
Officers:
Chairman and CEO: Thomas W. (Thom) Weisel
President and COO: Lionel F. Conacher
CFO: Ryan Stoub
Competitors:
Merrill Lynch
Morgan Stanley
Piper Jaffray
