James Sadie | Investment Banking | 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 People

James Sadie


(404) 461-5185 Send a message
Family Office Advisory
James Sadie

Mr. Sadie joined Stephens in 2021 and serves as a member of the Family Office Advisory group. Prior to joining the Family Office Advisory group, he worked as a generalist on a variety of transactions for both public and private companies including mergers and acquisitions, divestitures, debt and equity capital raises and leveraged buyouts. Mr. Sadie graduated summa cum laude from Auburn University where he earned a BSBA in Finance.