People

Senior Living

 

Individual: 

Eric Lunde

Managing Director
Public Finance Investment Banking

E-mail  |  Tel: +1 612 303-1703

Eric Lunde

Eric Lunde is a managing director in the senior living public finance investment banking at Piper Jaffray. With a public finance career spanning 21 years (13 with Piper Jaffray), Lunde's focus is on senior living finance for clients nationwide. Working primarily with nonprofit borrowers, Lunde originates bond and loan transactions with all types of credit enhancements, senior and subordinate structures and tax credit equity. These include standalone facilities of all types, campuses and continuing care retirement communities.

Prior to joining Piper Jaffray in 1999, Lunde spent nearly eight years financing a variety of senior living and acute care facilities with another regional public finance firm.

Active in his community, Lunde serves on the boards of three nonprofit organizations (two in the senior living field) and has spoken at senior living conferences and served on several committees for Aging Services of Minnesota.

Lunde earned a bachelor's degree in financial management from Hope College and a Master of Business Administration degree from the University of St. Thomas with a concentration in financial management.

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Romy McCarthy

Managing Director
Public Finance Investment Banking

E-mail  |  Tel: +1 414847 6373

Romy McCarthy joined Piper Jaffray in 2013, specializing in healthcare and senior living finance. McCarthy is dedicated to hospital and senior living finance in the Midwest region and brings more than 21 years of healthcare finance experience to Piper Jaffray. Within these sectors, she has completed more than 90 financings in excess of $3.2 billion for clients. McCarthy has worked with an array of healthcare and senior living clients including hospitals, nursing homes, assisted living providers and continuing care retirement communities. In 2009, a transaction led by McCarthy was awarded The Bond Buyer’s “Midwest Deal of the Year”.

Prior to joining Piper Jaffray, McCarthy was a director at Ziegler Investment Banking.

McCarthy earned a bachelor’s degree in business administration from Carroll University and a Master of Business Administration degree from Marquette University. She is a member of the Healthcare Financial Management Association.

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Patrick O'Leary

Managing Director
Public Finance Investment Banking

E-mail  |  Tel: +1 612 303- 6619

Patrick O'Leary

Patrick O’Leary joined public finance investment banking at Piper Jaffray in 2005. He is primarily engaged in the origination of tax exempt bonds and loans for senior housing clients, and his clients consist primarily of community based not-for-profit sponsors and private owners that operate skilled nursing, nursing, assisted living, memory care and congregate facilities. O’Leary is experienced in the origination of non-rated tax-exempt bonds, tax-exempt loans, Fannie Mae, Freddie Mac and HUD programs.

Prior to joining the firm, O’Leary spent 16 years in the public finance departments of two Minneapolis-based investment banking firms.

O’Leary is a graduate of Lawrence University, Wisconsin, with bachelor's degrees in economics and Slavic linguistics. He has been recognized as the Associate Member of the Year by the Iowa Association of Homes & Services for the Aging in 2011 for outstanding partnership and dedication to members of that association, and is frequently invited to speak at senior housing summits in Minnesota and Iowa.

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Marc Silver

Managing Director
Public Finance Investment Banking

E-mail  |  Tel: +1 518 591-4670

Marc Silver joined Piper Jaffray in 2012 as a managing director in the senior living finance group, focusing on the mid-Atlantic and Northeast regions. He has 20 years of investment banking experience.

Prior to joining Piper Jaffray, Silver was a senior banker at Raymond James, A.G. Edwards and Legg Mason where he was instrumental in building and leading senior living finance practices. He has been the investment banker and trusted adviser for more than 30 senior living and healthcare organizations during his career including CCRCs, long-term care facilities, hospitals and human services providers.

Projects financed include start-up facilities, expansions/repositionings, refinancings and acquisitions, utilizing a wide range of financing vehicles. He has extensive experience in guiding his clients in the solicitation of credit ratings from the major rating agencies resulting in several first-time investment grade ratings.

Silver has been a speaker at client board retreats and various industry events including LeadingAgePA and the Pennsylvania Institute of Certified Public Accountants annual conferences. He received his bachelor’s degree in business administration with a concentration in finance from the University of Delaware. He also holds a master’s degree in government administration from the University of Pennsylvania

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Jenny Wade

Vice President
Public Finance Investment Banking

E-mail  |  Tel: +1 612 303-6261

Jenny Wade

Jenny Wade joined Piper Jaffray public finance services in 2006 as a member of the senior living investment banking team. Wade focuses on non-rated senior living financings for skilled nursing, assisted living, independent living and memory care facilities, primarily for nonprofit clients.

Prior to joining Piper Jaffray, Wade spent five years with the Minneapolis office of Public Financial Management (PFM), a national financial advisory firm to local and state governments.

Wade received a bachelor’s degree in management and French with an emphasis in international management from Luther College in Decorah, Iowa. She is currently pursuing a Master of Business Administration degree from the University of Minnesota Carlson School of Management.

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Matthew Weaver

Managing Director
Public Finance Investment Banking

E-mail  |  Tel: +1 904 381-9844

Matthew Weaver

Matthew Weaver is a managing director in Piper Jaffray public finance investment banking. He has more than 25 years of experience in healthcare, senior living and municipal finance.

Prior to joining the firm, Weaver was an executive vice president with a national senior living development and management firm where he oversaw the development and financing of startup and operations of continuing care retirement communities. He has also worked for Drexel Burnham Lambert, Inc., Underwood, Neuhaus & Co. and Ponder & Co., where he structured and arranged tax-exempt and taxable bond issues for hospitals, long-term care, and other municipal and not-for-profit organizations.

Weaver has served on the state of Florida health and rehabilitation services committee on housing for the elderly and has been a frequent speaker at senior living and healthcare forums.

Weaver graduated Phi Beta Kappa with a bachelor’s degree in economics from the College of Wooster and received a Master of Business Administration degree with a concentration in finance from the University of Michigan.

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Bradley Wirt

Managing Director
Public Finance Investment Banking

E-mail  |  Tel: +1 612 303-6704

Bradley Wirt

Bradley Wirt is a managing director in the real estate finance team in public finance investment banking at Piper Jaffray. His responsibilities include originating multifamily bond transactions and loans for senior living developments, multifamily assets, and commercial real estate. Clients include private developers, nonprofit organizations and all types of public entities in the affordable housing industry. Wirt joined Piper Jaffray in 1996 and has more than 20 years of investment banking experience.

A graduate of St. Cloud State University, Wirt holds a Bachelor of Arts degree in Local and Urban Affairs.

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