Lisa Westley
Director/Board Member at SURO CAPITAL CORP.
Net worth: 161 229 $ as of 2024-03-30
Profile
Lisa Westley is the founder of Thomas Weisel Partners LLC, which was founded in 1999.
She was the Co-Head of Consumer Group from 2002 to 2003.
Currently, Ms. Westley holds two positions, Managing Director at Advent International LP since 2019 and Director at SuRo Capital Corp.
since 2020.
Ms. Westley has held several former positions, including Managing Director at SG Cowen Securities Corp.
from 2003 to 2004, Vice President at NationsBanc Montgomery Securities LLC from 1994 to 1999, and Associate at Salomon Brothers from 1991 to 1994.
She was also a Senior Advisor at Brooklands Capital Strategies LLC from 2014 to 2019.
Ms. Westley received her undergraduate degree from Amherst College in 1987 and her MBA from Stanford Graduate School of Business in 1991.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
SURO CAPITAL CORP.
0.14% | 2023-05-30 | 35,435 ( 0.14% ) | 161 229 $ | 2024-03-30 |
Lisa Westley active positions
Companies | Position | Start |
---|---|---|
SURO CAPITAL CORP. | Director/Board Member | 2020-06-18 |
Advent International LP
Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts. | Private Equity Investor | 2019-08-31 |
Former positions of Lisa Westley
Companies | Position | End |
---|---|---|
Brooklands Capital Strategies LLC | Chief Operating Officer | 2016-01-01 |
SG Cowen Securities Corp. | Corporate Officer/Principal | 2004-01-01 |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Founder | 2003-04-01 |
NationsBanc Montgomery Securities LLC | Corporate Officer/Principal | 1999-01-01 |
Salomon Brothers | Corporate Officer/Principal | 1994-01-01 |
Training of Lisa Westley
Amherst College | Undergraduate Degree |
Stanford Graduate School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
---|---|
Advent International LP
Advent International LP Investment ManagersFinance Advent International LP (Advent) is an independent private equity firm founded in 1984 by Henry H. Haight. The firm is headquartered in Boston, Massachusetts. | Finance |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Finance |
NationsBanc Montgomery Securities LLC | Finance |
Salomon Brothers | Finance |
SG Cowen Securities Corp. | Finance |
SuRo Capital Corp.
SuRo Capital Corp. Investment ManagersFinance SuRo Capital Corp, a traded fund, invests in companies located in the United States. The fund targets companies operating in a broad range of sectors. It provides debt and equity financing for later stage capital requirements. | Finance |
Brooklands Capital Strategies LLC |
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