We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
We are committed to bettering the communities where we live and operate. We do this by supporting corporate philanthropy, economic and financial literacy advocacy, and professional success.
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.
Stephens is the official investment banking partner of Williams Racing, one of the most winning teams in F1 history. We share that tradition of success.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Brett is a Managing Director on the Technology Equity Research Team focusing on application and enterprise software. Prior roles at Stephens included several years in technology investment banking and over fifteen years in technology equity research, where he built and expanded Stephens’ Business Services equity research team covering financial technology, payments, and software. Prior to joining Stephens in 2005, he held Director of Product Management and Director of Marketing positions at OpenAir, Inc., a private SaaS company which was subsequently purchased by NetSuite, Inc. Additionally, he worked at Deloitte Consulting as a management consultant. Brett obtained his A.B. in Social Studies from Harvard University and received an M.B.A., focusing on finance and strategy, from the Kellogg School of Management at Northwestern University.