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.

Leadership

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 People

Joshua Long, CFA, CMT

Managing Director

(713) 993-4230 Send a message
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Joshua Long

Joshua Long is a Managing Director and research analyst focusing on the restaurant and foodservice distribution sectors. Prior to rejoining Stephens in 2022, Long worked in equity research at Piper Sandler where he also focused on the restaurant and food service distribution sectors. Long graduated magna cum laude and with honors distinction from TCU in Fort Worth, TX with a degree in finance and accounting and holds the Chartered Financial Analyst and Chartered Market Technician designations. Long also serves on the Board of Visitors for the John V. Roach Honors College at TCU.

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