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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 Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

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Institutional Equities and Research

Stephens Adds Restaurant Analyst Joshua Long to Equity Research Team

May 23, 2022

Stephens, an independent financial services firm, today announced that Joshua Long, CFA, CMT has joined as managing director within the firm’s equity research division. Mr. Long brings 14 years of sell-side restaurant industry expertise to Stephens’ Food & Agribusiness practice, where coverage spans small and mid-cap stocks across the food supply chain. He is based in the firm’s Houston office.

Mr. Long, recently of Piper Sandler, began his career at Stephens as an equity research associate in 2007. He spent the last 11 years with Piper Sandler as an equity research analyst covering the restaurant and food distribution industries. During his tenure, Mr. Long was a top-ranked associate on the firm’s platform.

“We’re thrilled to welcome Joshua back to Stephens. His impressive industry knowledge and understanding of Stephens’ distinct approach to research are incredible assets,” stated Nik Fisken, Executive Vice President and Head of Institutional Equities at Stephens. “The restaurant industry continues to evolve and navigate complex business conditions. Josh’s discerning research and stock selection will be significant to guiding our clients forward,” he concluded.

“It is great to be back at Stephens where research, industry expertise and management relationships are deeply valued. I look forward to growing the firm’s restaurant coverage, and to providing clients with the critical and independent analyses they expect from Stephens,” commented Joshua Long.

Mr. Long graduated Magna Cum Laude from Texas Christian University in 2007. He is a Chartered Financial Analyst and a Chartered Market Technician.

About Stephens
“Stephens” (the company brand name) is a leading family-owned investment firm that includes Stephens Inc. (member NYSE/SIPC), Stephens Investment Management Group, LLC, Stephens Insurance, LLC, Stephens Capital Partners LLC and Stephens Europe Limited.

Stephens Inc. is headquartered in Little Rock, Arkansas. Founded in 1933, Stephens Inc. provides securities brokerage, investment banking and other financial services to a broad client base which includes corporations, state and local governments, financial institutions, institutional investors and individual investors throughout the United States and overseas. Stephens Inc. (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000) is regulated by the Securities and Exchange Commission and the Financial Industry Regulatory Authority. Member SIPC/NYSE. For more information, visit www.stephens.com.

Media Contact:

Chenoa Taitt, Stephens Inc.
212-891-1742 / [email protected]

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