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 corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
Senior Vice President, Commercial P&C Cost Based Efficiency
Brian Chance joined Stephens Insurance in 2013 and is a Senior Vice President Claims and Risk Manager in Cost-Based Efficiency in the Property & Casualty division. In this role, he engages with clients to develop strategies to eliminate hidden costs inside their workers’ compensation programs.
Chance has 30+ years of experience in the insurance industry with a focus on large employer self-insured workers’ compensation programs. He specializes in developing processes to identify, quantify, and eliminate hidden costs in large WC programs.
Chance earned an MBA from Drexel University in Philadelphia and a BA from Rutgers University. He is a former president of the National Retail and Restaurant Defense Association.
California License Number: 4382662