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May 04, 2015

Stephens Inc. Expanding Bank Equity Research Team with Addition of Three Industry Veterans

Stephens Inc., today announced that it is adding three equity research personnel focused on Midwest and Super-Regional banks, as part of a strategic expansion of its depository institutions capabilities. With these additions and the recent hiring of thirteen highly-experienced investment bankers specializing in financial institutions, Stephens’ collective bank team will feature roughly thirty professionals, across investment banking, research, sales and trading, and ranks among the largest on Wall Street.

Joining Stephens are Terry McEvoy as Managing Director and Research Analyst, Erik Zwick as Vice President and Research Analyst, and Austin Nicholas as Research Associate.  Mr. McEvoy will continue to lead this team and will be based in Portland, Maine.

In his former role at Stern Agee, Mr. McEvoy served as the head of Bank Research, leading a group of six senior equity analysts that formally covered 140+ bank stocks. Prior to Sterne Agee, he served as Managing Director, Equity Research at Oppenheimer & Co. Inc. from 2001– 2014 where he was recognized by Starmine/Financial Times as a top Earnings Estimator in 2008 and Stock Picker in 2010. Mr. McEvoy began his career at Tucker Anthony Capital Markets in 1996. 

“Stephens is fully committed to the continued, deliberate growth of our financial institutions group. Terry, Erik and Austin’s expertise will undoubtedly complement and strengthen our existing bank research teams – our Southwest bank franchise led by Managing Director Matt Olney and our Southeast bank franchise led by Vice President Tyler Stafford,” said Nik Fisken, Executive Vice-President and Director of Research at Stephens. “With the addition of such uniquely qualified talent, Stephens is even better positioned to provide our clients with unparalleled service, insight and counsel.”

Click here for a PDF version of the press release.

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