2021 Summer Bank Bash | Stephens

Who We Are

What We Do

We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.

About Us

We are a family-owned financial services firm that values client relationships, long-term stability, and supporting the communities where we live and work.

The Stephens Story

The idea of family defines our culture, because each of us knows that our reputation is on the line as if our own name was on the door.


Our reputation as a leading independent financial services firm is built on the stability of our longstanding and highly experienced senior executives.

Impact Initiatives

We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.

Our Brand Ambassadors

Stephens is proud to sponsor the PGA TOUR, LPGA Tour, and PGA TOUR Champions careers, as well as applaud the philanthropic endeavors, of our Brand Ambassadors.

Making Connections

We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.

Our Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.


Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Back to Events

2021 Summer Bank Bash

Portland, ME
Stephens is hosting the 2nd Annual Summer Bank Bash at the Ocean Gateway in Portland, ME.

Stephens is hosting the 2nd Annual Summer Bank Bash at the Ocean Gateway in Portland, ME. We hope you will join us to experience Portland, in addition to meeting with both generalist and bank focused institutional investors.

June 23: Golf & deep sea fishing; dinner & cocktails
June 24: 1x1 meetings; will conclude by 5pm ET

Our intention is to host this event in a physical capacity. Please note we are diligently monitoring the COVID-19 situation and vaccine rollout, as your health and safety are of upmost importance. We reserve the right to convert this event to fully virtual, if necessary.

For those that are still restricted from attending in person, or are simply not yet comfortable with in-person conferences, please register to attend "virtual only" in the registration form. We are working to provide virtual access to management but note, access will be for group meetings only and under stricter time windows for those that select this option.

Contact Us

Contact Stephens Corporate Access team to learn more about the event.

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