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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 Three Senior Executives to the Firm's Financial Institutions Group

Aug 24, 2022

Stephens, an independent financial services firm, announced today that Peter McCorry, Russell Gunther and Jake Morton have joined its financial institutions group (FIG) within Institutional Equities and Research as managing directors. Mr. McCorry and Mr. Morton will focus on equities sales and trading while Mr. Gunther will work on equity research.

Collectively, they bring more than 60 years of industry experience to Stephens, deepening the firm’s FIG-related capabilities and offerings. They will be based in Stephens’ New York office.

“Pete, Russell or Jake would be amazing hires, individually, but bringing all three is a tremendous win for Stephens,” said Nik Fisken, executive vice-president and head of Institutional Equities and Research at Stephens, “Since the founding of Stephens more than 80 years ago, this firm has been a committed partner to financial institutions of almost every size and geography. Pete, Russell and Jake are fantastic executives with deep institutional knowledge across this sector and can drive new relationships as they help us innovate and grow revenue.”

Mr. McCorry and Mr. Gunther joined Stephens from D.A. Davidson while Mr. Morton joined from Wells Fargo. All three served in similar roles at those firms. Mr. McCorry held earlier positions with FIG Partners, Compass Point, KBW and Citigroup. He is a graduate of the State University of New York at Oneonta.

Mr. Gunther held earlier positions at Macquarie Capital, Bank of America Merrill Lynch, Keefe, Bruyette & Woods and PwC. He is a graduate of Colgate University.

Mr. Morton held earlier positions at Mendon Capital, Piper Jaffray, Stern Agee, Moors & Cabot and the NYSE. He is a graduate of the State University of New York at Plattsburgh.

About Stephens

“Stephens” (the company brand name) is a leading family-owned investment firm comprising the businesses of investment banking, advisory, sales and trading, research, insurance and wealth management. Founded in 1933, Stephens’ US operations are headquartered in Little Rock, AR, with additional locations in strategic domestic markets and a European practice in England and Germany. Stephens is committed to building long-term value for corporations, state and local governments, financial institutions, and institutional and individual investors. Stephens’ affiliates include: Stephens Inc. (offers securities products; member NYSE SIPC), Stephens Investment Management Group, Stephens Insurance, LLC, Stephens Capital Partners LLC, and Stephens Europe Limited. © 2022 Stephens. For more information, visitwww.stephens.com.

Stephens Inc. is regulated by the United States Securities and Exchange Commission and the Financial Industry Regulatory Authority (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000).

MEDIA CONTACTS:

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

Creighton Abrams, Stephens Inc.
212-891-1700 / [email protected]

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