We provide investment banking, research, sales and trading, asset and wealth management, public finance, insurance, private capital, and family office services.
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 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.
We are committed to corporate philanthropy; economic and financial literacy advocacy; and diversity, equity, and inclusion initiatives.
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.
We host many highly informative meetings each year with clients, industry decision makers, and thought leaders across the U.S. and in Europe.
Senior Vice President
Mark serves as a Senior Vice President and Financial Consultant at the New York City office. His top priority is understanding each client’s financial goals to create a long-term, comprehensive investment and wealth management plan. “I bring a high level of dedication and understanding to my clients in order to best help them achieve their financial objectives through well-thought-out planning,” says Mark.
Mark has more than 30 years of experience as a financial consultant. He graduated with honors from Emory University in Atlanta, GA, with a Bachelor of Arts in Economics. Mark also obtained a Master’s in Business Administration and Finance from the Stern School of Business at New York University.
Mark currently serves as President of the Beekman Hill board of directors, a cooperative apartment building in New York City. He is also a former member of the Young Presidents Organization, which focuses on business networking and family development, in addition to coaching numerous youth sports organizations, such as baseball and basketball. Mark previously served on the Meyer Academy board of directors as Vice President of Finance.
Mark has two sons, Aaron and Noah, and one daughter, Josie. He enjoys playing golf and tennis as well as biking, hiking and traveling.