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.
We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.
Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.
Proven industry-leading research, global market insights, and client-focused execution.
Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.
We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.
We have been a trusted and reliable source of capital for private companies for over 70 years.
Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.
We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.
Stephens, an independent financial services firm, announces 2024 officer promotions. 42 professionals across Investment Banking, Research, Fixed Income, Stephens Insurance, Private Wealth Management, Public Finance, Stephens Insurance, Stephens Capital Management, and Information Technology earned promotions based on their exceptional contributions throughout 2023.
Managing Director Patrick Clark – Investment Banking Elizabeth Daniel – Investment Banking Stuart Irby – Investment Banking Cole Naylor – Investment Banking John Stephens – Investment Banking Andrew Terrell – Research Senior Vice President Mark Alvarez – Stephens Insurance Geri Bemberg – Stephens Insurance Jesse Burks – Fixed Income Drew Calvert – Private Wealth Management Stan Dimitrov – Investment Banking Christian Given – Investment Banking Jeff Henderson – Investment Banking David Keisner – Stephens Insurance Alexandra Lundell – Investment Banking Charles Meyer – Investment Banking Alfred Ray – Public Finance Beau Snowden – Private Wealth Management Tammy Stewart – Stephens Capital Management Tyler Vierengel – Private Wealth Management |
Vice President Joey Brown – Stephens Insurance Henry Cobb – Investment Banking Robert Crook – Information Technology Ryan Crudeli – Investment Banking Justin Davis – Fixed Income James Gear – Investment Banking Mary Grigg – Private Wealth Management Nancy Hamilton – Stephens Insurance Andreas lllmer-Weicker – Investment Banking Dale Innis – Stephens Insurance Vin LaRosa – Investment Banking Traci Logsdon – Stephens Insurance Paul Lucas – Fixed Income Max Markley – Private Wealth Management Jonathan Martin – Investment Banking Paul McKelvey – Investment Banking Liam McManimon – Investment Banking Ahmed Moussa – Investment Banking George Sellers – Research Heather Skinner – Private Wealth Management Jason Sturms – Investment Banking Scott Summers – Investment Banking |
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 Contacts:
Holly Lenderman, Stephens Inc.
501-377-8279 / [email protected]
Creighton Abrams, Stephens Inc.
212-891-1712 / [email protected]