Leadership Overview
Stephens has 10 executives leading key functions including insurance operations, corporate strategy, financial management, and operational oversight.
Committed to deep client focus and sector expertise, Stephens delivers comprehensive investment banking, asset management, and wealth advisory services to drive long-term financial success for diverse clients across global markets.
Committed to deep client focus and sector expertise, Stephens delivers comprehensive investment banking, asset management, and wealth advisory services to drive long-term financial success for diverse clients across global markets.
Leadership Roles at Stephens
Korosh Saba - President and Chief Executive Officer, Stephens Insurance, LLC
Korosh Saba, the President and Chief Executive Officer, Stephens Insurance, LLC at Stephens, directs all insurance brokerage and risk management initiatives. Overseeing the expansion of regional insurance portfolios, the President and Chief Executive Officer, Stephens Insurance, LLC ensures alignment with the broader financial advisory goals of the firm. This leadership role involves architecting complex risk transfer solutions for corporate clients while maintaining rigorous underwriting standards. By optimizing the insurance division's service delivery, Korosh Saba directly impacts the firm's ability to provide holistic wealth protection. Ultimately, the President and Chief Executive Officer, Stephens Insurance, LLC secures the firm's market position by integrating specialized insurance products into the existing investment banking and asset management framework, thereby enhancing the overall value proposition for clients seeking comprehensive financial stability and risk mitigation across diverse industry sectors.
Dale Stephens - Chief Executive Officer and Chair
Dale Stephens, the Chief Executive Officer and Chair at Stephens, defines the overarching strategic vision and long-term growth trajectory for the entire organization. Overseeing the firm's commitment to research-driven investment banking and private capital services, the Chief Executive Officer and Chair ensures that all business units maintain the highest standards of client service. This leadership role involves guiding the board through complex market shifts while fostering a culture of deep sector knowledge. By aligning corporate resources with evolving financial landscapes, Dale Stephens directly impacts the firm's competitive standing in the investment banking sector. Ultimately, the Chief Executive Officer and Chair maintains the firm's reputation for excellence, ensuring that the organization continues to provide sophisticated advisory services, public finance solutions, and wealth management expertise to a broad base of institutional and private clients throughout the United States.
Miles Stephens - Co-Chief Executive Officer
Miles Stephens, the Co-Chief Executive Officer at Stephens, executes the firm's strategic initiatives across the investment banking and asset management divisions. Overseeing the integration of private capital services with traditional wealth management, the Co-Chief Executive Officer ensures that the firm remains agile in responding to market volatility. This leadership role involves collaborating with senior partners to refine the firm's research capabilities and sales trading operations. By driving operational efficiency and expanding the firm's footprint in key financial markets, Miles Stephens directly impacts the organization's revenue growth and client retention rates. Ultimately, the Co-Chief Executive Officer strengthens the firm's commitment to providing tailored financial solutions, ensuring that the organization delivers consistent value through a deep understanding of sector-specific challenges and opportunities within the complex global financial landscape.
Mark Doramus - Chief Financial Officer
Mark Doramus, the Chief Financial Officer at Stephens, manages the firm's fiscal health, capital allocation, and financial reporting processes. Overseeing the treasury functions and regulatory compliance, the Chief Financial Officer ensures that the organization maintains a robust balance sheet capable of supporting diverse investment banking and asset management activities. This leadership role involves providing critical financial analysis to the executive team to inform strategic decision-making and risk management. By optimizing the firm's capital structure and ensuring transparency in all financial operations, Mark Doramus directly impacts the organization's stability and growth potential. Ultimately, the Chief Financial Officer safeguards the firm's assets, ensuring that the business remains well-positioned to navigate economic cycles while continuing to provide high-quality research, sales, and trading services to a sophisticated client base across the national financial landscape.

Garth Douman - Chief Financial Officer, Family Office
Garth Douman, the Chief Financial Officer, Family Office at Stephens, directs the financial planning, reporting, and tax strategy for the firm's private capital and family office clients. Overseeing the complex accounting requirements and wealth preservation strategies, the Chief Financial Officer, Family Office ensures that all financial activities align with the long-term goals of high-net-worth individuals and families. This leadership role involves providing detailed financial oversight to ensure the integrity of private capital investments and asset management portfolios. By maintaining rigorous financial standards and optimizing tax-efficient structures, Garth Douman directly impacts the firm's ability to deliver personalized wealth management services. Ultimately, the Chief Financial Officer, Family Office secures the financial legacy of the firm's clients, ensuring that the organization provides the necessary fiscal discipline and strategic insight to manage multi-generational wealth effectively.
James Eichler - Chief Operating Officer
James Eichler, the Chief Operating Officer at Stephens, directs the internal infrastructure and administrative processes that support the firm's investment banking and wealth management operations. Overseeing the firm's technological integration and operational workflows, the Chief Operating Officer ensures that all departments function with maximum efficiency and scalability. This leadership role involves streamlining cross-functional communication to enhance the delivery of research and advisory services. By implementing robust operational frameworks, James Eichler directly impacts the firm's ability to execute complex transactions and manage client portfolios effectively. Ultimately, the Chief Operating Officer drives organizational excellence, ensuring that the firm's internal systems remain aligned with the evolving needs of the business, thereby allowing the firm to maintain its competitive edge in providing comprehensive financial services to institutional and private clients throughout the country.
Brad Eichler - SEV- Chief Operating Officer
Brad Eichler, the SEV- Chief Operating Officer at Stephens, focuses on the strategic optimization of the firm's research and sales trading platforms. Overseeing the alignment of market intelligence with client-facing advisory services, the SEV- Chief Operating Officer ensures that the firm's research output remains a primary driver of value for institutional investors. This leadership role involves managing the operational logistics of the firm's trading desks and ensuring seamless execution of client orders. By refining the processes that connect research insights to actionable investment strategies, Brad Eichler directly impacts the firm's market influence and revenue generation. Ultimately, the SEV- Chief Operating Officer strengthens the firm's commitment to research-led decision-making, ensuring that the organization provides superior market analysis and trading execution to clients navigating the complexities of the modern financial environment.
Dennis Lynn - Senior Vice President and Chief Operating Officer, Stephens Insurance Advisors
Dennis Lynn, the Senior Vice President and Chief Operating Officer, Stephens Insurance Advisors at Stephens, manages the operational infrastructure for the firm's specialized insurance advisory division. Overseeing the implementation of client-facing insurance platforms and administrative workflows, the Senior Vice President and Chief Operating Officer, Stephens Insurance Advisors ensures that the division delivers consistent, high-quality risk management services. This leadership role involves coordinating with internal teams to streamline the delivery of insurance products and family office support services. By optimizing the operational efficiency of the insurance advisory unit, Dennis Lynn directly impacts the firm's ability to provide comprehensive wealth protection solutions. Ultimately, the Senior Vice President and Chief Operating Officer, Stephens Insurance Advisors drives the division's growth by ensuring that all operational processes support the firm's commitment to deep client focus and sector-specific expertise.
Chris Chapin - President
Chris Chapin, the President at Stephens, leads the execution of the firm's business development and client engagement strategies across the investment banking and wealth management sectors. Overseeing the firm's regional market expansion and client acquisition efforts, the President ensures that the organization maintains its reputation for deep sector knowledge and personalized service. This leadership role involves collaborating with senior management to identify new growth opportunities and refine the firm's service offerings. By driving the firm's outreach and strengthening relationships with key institutional and private clients, Chris Chapin directly impacts the organization's market share and revenue growth. Ultimately, the President fosters a culture of excellence and client-centricity, ensuring that the firm continues to provide high-impact financial advisory services that meet the diverse needs of clients operating in an increasingly complex and competitive global financial landscape.
Kelley Wilkins - Managing Director
Kelley Wilkins, the Managing Director at Stephens, leads high-level advisory engagements and manages critical client relationships within the investment banking division. Overseeing the execution of complex financial transactions, the Managing Director ensures that all client strategies align with the firm's rigorous research standards and sector-specific insights. This leadership role involves coordinating with internal teams to deliver bespoke capital market solutions and strategic guidance. By leveraging deep industry knowledge to navigate market fluctuations, Kelley Wilkins directly impacts the firm's ability to secure long-term partnerships with institutional clients. Ultimately, the Managing Director drives the firm's success by providing expert counsel on mergers, acquisitions, and capital raising activities, ensuring that the organization maintains its status as a trusted advisor for businesses seeking to optimize their financial structures and achieve sustainable growth in competitive markets.
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