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.

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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Private Wealth Management

Stephens Private Wealth Management Hires Vice President and Financial Consultant Gavriel S. Berger

Jan 19, 2023

(LITTLE ROCK, AR: JANUARY 19, 2023) – Stephens, an independent financial services firm, today announced Gavriel S. Berger joined the firm’s Private Wealth Management division as a Vice President and Financial Consultant. He is based in Stephens’ Houston office.

“Gavriel is a seasoned financial consultant, and we look forward to his clients experiencing all the services Stephens has to offer,” said Kevin Scanlon, Executive Vice President and Head of Private Wealth Management. “As we continue to expand our footprint in Houston, we are glad to have Gavriel join our growing team.”

Prior to joining Stephens, Mr. Berger was a financial consultant at two investment firms. He earned a Bachelor of Arts from Mir Rabbinical College in Israel and a Juris Doctor from Hofstra Law School.

“Stephens has the independence and stability that clients appreciate as well as the breadth of resources and market expertise. I am very happy to join the Stephens team and look forward to continuing to provide value to my clients,” said Mr. Berger.

Stephens Private Wealth Management offers a complete array of customized investment management solutions as well as wealth planning strategies and advice to help our clients achieve their financial goals.

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 (Registered office: 12 Arthur Street, London, EC4R 9AB, Registered number 8817024), which is authorized and regulated by the Financial Conduct Authority. © 2023 Stephens. For more information visit www.Stephens.com.

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

Creighton Abrams, Stephens Inc.
212-891-1712 / [email protected]

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