2024 Officer Promotions | 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 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.


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.

Back to News

Stephens Announces 2024 Officer Promotions

Mar 5, 2024

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]

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