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

Luke Goldstock

Financial Consultant

Direct: (212) 891-1746 Send a message
Luke Goldstock

Philosophy & Approach

Luke serves as a Financial Consultant and began his career at Stephens in 2020. Luke says, "My top priority is to leverage our team's decades of comprehensive wealth management and investment experience to help you achieve your financial goals." He works alongside Jonathan Spitalny.

Experience & Education

He graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts in Management and Society. Luke also obtained a Master of Science in Business Analysis and Strategic Management at Alliance Manchester Business School in the U.K.

Personal

As a former professional lacrosse player, Luke still competes in men's lacrosse leagues across the metro NYC area. He also enjoys competitive golfing and training for marathons. In his free time, Luke likes spending time with friends and family.

Print