Steve Levitan Joins | 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 Businesses

Capital Management

We provide fiduciary investment strategies to public-and private-sector institutional clients through asset allocation, consulting, and retirement services.

Fixed Income Sales & Trading

Decades of proven performance and experience in providing tailored fixed income trading and underwriting services to major municipal and corporate issuers.

Institutional Equities and Research

Proven industry-leading research, global market insights, and client-focused execution.

Insurance

Customized risk management, property & casualty, executive strategies and employee benefits solutions that protect our clients over the long term.

Investment Banking

We assist companies with accessing capital through innovative advisory and execution services that help firms achieve their strategic goals.

Private Capital

We have been a trusted and reliable source of capital for private companies for over 70 years.

Private Wealth Management

Our experienced Private Client Group professionals develop customized investment strategies to help clients achieve their financial goals.

Public Finance

We are a trusted municipal advisor with proven expertise in public financings. We also work with clients in negotiated and competitive municipal underwritings.

Back to News
Investment Banking

Stephens Investment Banking Adds Stephen Levitan to Capital Solutions Group

Jul 19, 2021

Stephens, an independent financial services firm, announced today the addition of industry veteran Stephen (Steve) Levitan as Managing Director within the Capital Solutions Group of its Investment Banking division. Based in Stephens’ New York office, Mr. Levitan joins with over 40 years of experience in the high yield, leveraged finance and stressed & distressed markets.

quote
Steve is a proven advisor across all aspects of the capital structure and possesses a breadth of industry knowledge and expertise that is a great addition to our team. As part of our Capital Solutions Group, Steve’s varied experience, including an extensive understanding of bankruptcy and restructuring, further distinguishes the team’s practiced and sound approach to complex capital structure challenges. Expanding our ability to deliver optimal outcomes is important to us as we grow our team.
Brad Eichler
Executive Vice President, Head of Investment Banking

Prior to Stephens, Mr. Levitan was a partner at Scott’s Cove Management LLC. During his multi-decade career, he has served as portfolio manager, investment banker, and head of research. Earlier positions were held at Drexel Burnham Lambert, Oppenheimer & Co., Inc., Wasserstein Perella and RBC Capital Markets, among others. Mr. Levitan is a graduate of Dartmouth College, a Harvard MBA, and a CFA charterholder.

“I’m very excited to return to banking with Stephens,” said Levitan. “The firm’s approach, steeped in deep relationships and a middle-market focus, matches extremely well with my background and interests. My diverse experiences allow me to bring a different perspective to Stephens’ offering. I’m pleased to join this accomplished team of seasoned professionals to assist companies, creditors, managements and other constituencies in driving the right results for their organizations.”

Stephens’ Capital Solutions Group provides structured debt and equity financings, transitional capital raises, liability management transactions, debtor advisory, creditor advisory, distressed mergers and acquisitions, and distressed financing and debt modifications. The practice draws on the full resources of the Stephens platform, including debt capital markets, equity capital markets and financial sponsor coverage.

About Stephens
“Stephens” (the company brand name) is a leading family-owned investment firm comprising the businesses of investment banking, advisory, sales and trading, research, insurance and wealth management. Founded in 1933, Stephens’ US operations are headquartered in Little Rock, AR, with additional locations in strategic domestic markets and a European practice in England and Germany. Stephens is committed to building long-term value for corporations, state and local governments, financial institutions, and institutional and individual investors. Stephens’ affiliates include: Stephens Inc. (offers securities products; member NYSE SIPC), Stephens Investment Management Group, Stephens Insurance, LLC, Stephens Capital Partners LLC, and Stephens Europe Limited. © 2021 Stephens. For more information, visit www.stephens.com.

Stephens Inc. is regulated by the United States Securities and Exchange Commission and the Financial Industry Regulatory Authority (Home Office: 111 Center Street, Little Rock, AR USA, 501-377-2000).

See All News
Institutional Equities and Research

Cigna Doubles Down On Growing Evernorth Health Services | Modern Healthcare

Corporate

Stephens Announces 2024 Officer Promotions

Investment Banking

Why UK Family Offices Are Showing Greater Appetite For Oil and Gas