Leadership Overview
Stephens has 10 executives leading key functions including investment banking, insurance, wealth management, and financial operations.
Rooted in a deep client focus and sector knowledge, Stephens delivers comprehensive advisory services and research to drive long-term value for clients across diverse global markets.
Rooted in a deep client focus and sector knowledge, Stephens delivers comprehensive advisory services and research to drive long-term value for clients across diverse global markets.
Leadership Roles at Stephens
Stephen Chansongo - Chief Executive Officer
Stephen Chansongo, the Chief Executive Officer at Stephens, directs the overarching strategic vision and long-term growth initiatives for the firm. Chansongo oversees the integration of investment banking, research, and asset management divisions to ensure consistent client outcomes. By aligning corporate resources with evolving market demands, the Chief Executive Officer maintains the firm's competitive edge in the financial services sector. This leadership role involves constant collaboration with the Board to refine capital allocation strategies and expand the firm's footprint across North American markets. Stephen Chansongo monitors macroeconomic trends to anticipate shifts in the investment landscape, ensuring the organization remains agile. Through rigorous oversight of institutional sales and trading operations, the Chief Executive Officer fosters a culture of excellence and accountability. Ultimately, Chansongo secures the firm's reputation for integrity and deep sector expertise while driving sustainable revenue growth across all business lines.
Miles Stephens - Co-Chief Executive Officer
Miles Stephens, the Co-Chief Executive Officer at Stephens, manages the firm's private capital and family office service portfolios. Stephens architects the strategic expansion of wealth management offerings, ensuring high-net-worth clients receive tailored financial solutions. By coordinating with the broader executive team, the Co-Chief Executive Officer optimizes operational workflows to enhance service delivery efficiency. This role requires deep engagement with private equity markets and the development of bespoke investment strategies that align with client objectives. Miles Stephens monitors the performance of asset management teams to ensure adherence to strict risk management protocols. Through the cultivation of long-term client relationships, the Co-Chief Executive Officer strengthens the firm's market position in the wealth management space. By prioritizing innovation in financial advisory services, Stephens drives the firm's commitment to research-backed decision-making. This leadership function directly impacts the firm's ability to navigate complex market cycles while maintaining a focus on client-centric growth.
Korosh Saba - President and Chief Executive Officer, Stephens Insurance, LLC
Korosh Saba, the President and Chief Executive Officer, Stephens Insurance, LLC at Stephens, leads the insurance division's strategic direction and operational execution. Saba oversees the development of comprehensive risk management solutions and insurance products tailored to the firm's diverse client base. By integrating insurance services with the broader investment banking and wealth management offerings, the President and Chief Executive Officer, Stephens Insurance, LLC ensures a holistic approach to client financial health. This role involves managing relationships with major underwriters and navigating the regulatory landscape to maintain compliance and service quality. Korosh Saba drives the expansion of insurance capabilities across regional markets, focusing on delivering specialized coverage for complex business needs. Through the implementation of data-driven underwriting processes, the President and Chief Executive Officer, Stephens Insurance, LLC enhances operational efficiency and profitability. This leadership position remains critical to the firm's mission of providing robust financial protection and advisory services to institutional and private clients.
Kathy Bryant - Chief Financial Officer
Kathy Bryant, the Chief Financial Officer at Stephens, manages the firm's fiscal health, capital structure, and financial reporting processes. Bryant oversees the accounting, treasury, and financial planning departments to ensure accurate and transparent reporting to stakeholders. By analyzing financial performance metrics, the Chief Financial Officer provides actionable insights that guide strategic decision-making across all business units. This role involves maintaining rigorous internal controls and managing the firm's liquidity to support ongoing investment banking and advisory activities. Kathy Bryant coordinates with the executive team to allocate capital efficiently, ensuring the firm remains well-positioned for growth in competitive financial markets. Through the oversight of tax planning and regulatory compliance, the Chief Financial Officer mitigates financial risk and supports the firm's long-term stability. This leadership function is essential for maintaining the financial integrity of the organization while enabling the pursuit of new market opportunities and the continued delivery of high-quality client services.
Garth Douman - Chief Financial Officer, Family Office
Garth Douman, the Chief Financial Officer, Family Office at Stephens, manages the financial operations and reporting for the firm's family office division. Douman oversees the complex accounting, tax planning, and investment performance tracking required for high-net-worth family portfolios. By providing detailed financial analysis, the Chief Financial Officer, Family Office ensures that investment strategies align with the long-term wealth preservation goals of clients. This role involves coordinating with wealth management advisors to optimize asset allocation and monitor portfolio risk. Garth Douman maintains rigorous standards for financial reporting and compliance, ensuring transparency and accuracy in all client communications. Through the management of fiscal resources and the implementation of efficient reporting systems, the Chief Financial Officer, Family Office enhances the value delivered to family office clients. This leadership function supports the firm's commitment to deep client focus by providing the financial clarity and strategic oversight necessary for managing significant private capital and multi-generational wealth.
James Eichler - Chief Operating Officer
James Eichler, the Chief Operating Officer at Stephens, directs the firm's internal infrastructure, technology integration, and administrative operations. Eichler oversees the optimization of business processes to enhance productivity across investment banking and research teams. By implementing scalable technology solutions, the Chief Operating Officer ensures the firm maintains a robust platform for executing complex financial transactions. This role involves managing cross-functional teams to streamline workflows and improve service delivery speed. James Eichler monitors operational performance indicators to identify areas for efficiency gains and cost management. Through the alignment of operational capabilities with the firm's strategic goals, the Chief Operating Officer supports the seamless execution of client advisory services. This leadership position requires constant collaboration with other C-suite members to ensure that the firm's internal systems support its market-facing objectives. By fostering a culture of operational excellence, Eichler enables the firm to adapt quickly to changing market conditions and maintain a high standard of client support.
Brad Eichler - SEV- Chief Operating Officer
Brad Eichler, the SEV- Chief Operating Officer at Stephens, manages the firm's institutional research and sales operations. Eichler oversees the production of high-quality market research and the distribution of investment insights to institutional clients. By coordinating the efforts of research analysts and sales teams, the SEV- Chief Operating Officer ensures that the firm's intellectual capital translates into actionable investment ideas. This role involves refining the firm's research methodology and expanding the reach of market analysis across global financial centers. Brad Eichler monitors the performance of the sales and trading desk to ensure alignment with client needs and market trends. Through the strategic management of research resources, the SEV- Chief Operating Officer strengthens the firm's reputation for deep sector knowledge and analytical rigor. This leadership position is vital for maintaining the firm's competitive advantage in the investment banking space, as Eichler drives the continuous improvement of research-backed advisory services and institutional client engagement.
Ron Adams - President (Fayetteville)
Ron Adams, the President (Fayetteville) at Stephens, leads the firm's regional operations and client engagement strategies in the Fayetteville market. Adams oversees the delivery of investment banking, wealth management, and advisory services to local and regional clients. By fostering strong community relationships and understanding the specific needs of the regional market, the President (Fayetteville) drives business development and client retention. This role involves managing local teams to ensure the consistent application of the firm's high standards for service and research. Ron Adams coordinates with the broader firm leadership to bring national resources and expertise to the regional client base. Through the effective management of local operations, the President (Fayetteville) contributes to the firm's overall growth and market presence. This leadership function requires a deep commitment to client success and the ability to translate the firm's broad financial capabilities into personalized solutions that address the unique challenges faced by clients in the region.
Christopher Chapin - President
Christopher Chapin, the President at Stephens, directs the firm's public finance and municipal advisory initiatives. Chapin oversees the development of financing strategies for government entities and non-profit organizations, ensuring access to capital for critical infrastructure and community projects. By managing the public finance team, the President ensures that the firm provides expert guidance on debt issuance and financial planning. This role involves navigating complex regulatory environments and building long-term partnerships with public sector clients. Christopher Chapin monitors market trends in public finance to provide innovative solutions that meet the evolving needs of municipalities. Through the strategic oversight of public finance operations, the President strengthens the firm's impact on community development and public infrastructure. This leadership function is essential for maintaining the firm's commitment to public service and its reputation for excellence in the public finance sector, as Chapin drives the execution of complex financial transactions that support regional growth and stability.
Martelle Stephens - President
Martelle Stephens, the President at Stephens, manages the firm's private capital and strategic investment initiatives. Stephens oversees the identification and evaluation of investment opportunities that align with the firm's long-term growth objectives. By leading the private capital team, the President ensures that the firm provides sophisticated investment solutions to its client base. This role involves conducting rigorous due diligence and managing relationships with key stakeholders in the private equity and venture capital markets. Martelle Stephens coordinates with other executive leaders to integrate private capital strategies into the firm's broader wealth management and advisory offerings. Through the strategic management of investment portfolios, the President enhances the firm's ability to deliver superior returns and value to clients. This leadership function requires a deep understanding of market dynamics and the ability to execute complex investment strategies that support the firm's mission of providing research-backed, client-focused financial services across diverse market sectors.
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Frequently Asked Questions Regarding Stephens Top Executives and Leadership Team
