Bo Brister | Capital Management | Stephens | Stephens

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

Bo Brister

Senior Vice President

(501) 377-2063 Send a message
Bo Brister

Mr. Brister graduated from the University of Mississippi with a B.B.A in Managerial Finance. He began his career in the financial services industry in 2000 and joined Stephens Capital Management in 2006. Currently, Mr. Brister advises and allocates capital on behalf of defined benefit/contribution plans, foundations/endowments, municipalities, corporations, and family office structures. Along with managing client portfolios, Mr. Brister serves as a member of the Investment Committee for StephensChoice and co-portfolio manager for Stephens Fixed Income Strategy.

Prior to joining Stephens Inc., Mr. Brister was a trader within Fixed Income Capital Markets for Morgan Keegan & Co in Memphis, TN where he was responsible for trading various products over his tenure including U.S. governments/agencies, preferreds, commercial paper, and corporate debt securities.

Mr. Brister is a FINRA Registered Representative (Series 7 & 63), a Limited Representative-Equity Trader (Series 55), and a Registered Investment Advisor Representative (“Series 65”).

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