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 People

Jonathan Spitalny

Senior Vice President

(212) 891-1713 Send a message
Jonathan Spitalny

Philosophy & Approach

Jonathan joined Stephens in 2017 and has been in the industry for over 25 years. Jonathan focuses on creating customized wealth management solutions that are implemented through discretionary portfolio management and have the ability to evolve alongside each client. According to Jonathan, “Building a trusting relationship with clients, in which they feel comfortable sharing their financial aspirations, such as generating wealth or creating a philanthropic legacy, as well as voicing their risk tolerances, is essential. From there I am able to develop an investment portfolio that takes both into account and reflects each clients’ personalized needs.”

Ellen Dejewski and Max Volpi support Jonathan and work together to meet their client’s needs.

Experience & Education

Prior to joining Stephens, Jonathan was a financial advisor and Executive Director at Morgan Stanley and a Senior Managing Director with Bear, Stearns & Co., later merged into JP Morgan Chase.

Jonathan received his Bachelor of Arts in Economics with a minor in Business Administration with honors from Rollins College.

Personal

A resident of White Plains, Jonathan serves on The Board of Directors of the White Plains Hospital, as well as on the Foundation Board and Executive Committee.

He has four children, Samantha, Lily, Ben, and Jack. When he is not spending time with his children, he can be found on the golf course. Jonathan played on the varsity team in college and qualified for the 1997 U. S. Amateur Championship.

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