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Jon McRae, CFA
Associate
(404) 461-5196
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Diversified Industrials & Services
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.
Associate
Mr. McRae joined Stephens in 2021 and is an Associate in the firm’s Specialty Distribution & Services group, where he focuses on M&A and capital markets transactions. Prior to joining Stephens, Mr. McRae worked in the Financial Institutions Group and Capital Markets Group at Regions Securities. At Regions, Mr. McRae focused on structuring and executing leveraged finance transactions for private equity sponsors and corporate clients. He began his career as an analyst at Synovus. Mr. McRae graduated magna cum laude with a B.B.A. in Finance from The University of Georgia and also earned the Chartered Financial Analyst (CFA) designation.