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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Mr. Fung joined Stephens in 2021 as a member of the firm’s Consumer group in New York. Before joining Stephens, he served as an Investment Manager at HKSTP Ventures. In this role, he was responsible for deal sourcing and execution of growth stage technology investments. Mr. Fung began his career in private equity focusing on U.S. middle-market buyouts. He worked as an Associate at Oak Hill Capital and as an Analyst at Caymus Equity Partners.
Mr. Fung earned a B.B.A. degree, magna cum laude, from Emory University’s Goizueta Business School, where he was an Oxford Research Scholar, and an M.B.A. degree from the HKUST Business School.