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Our Team

Committed to the same principles

Our team and capabilities are committed to the same principles and standards on which Witt Stephens, Sr. founded W.R. Stephens Investment Company in 1933.

All Administration Advisors Associate Executive Managing director Principal Vice president
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W.R. “Witt” Stephens, Jr.

Chief Executive Officer & Co-Chairman

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Aaron Clark

Senior Managing Director

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Nicholas AmRhein

Associate

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Heather Bankhead, SHRM-CP

Director of Human Resources

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Callie Blankenau

Vice President - Business Development

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Ronald M. Clark

Senior Advisor

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Quaid DeLacluyse

Digital Analyst - Value Creation

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Scott T. Ford

Special Advisor

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Chad Greenway

Principal and Executive Vice President

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Jacob Ham

Associate

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Grant Jones

Managing Director

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Lindsey Joseph

Vice President - Value Creation

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Chris E. Kauffman, CPA

Executive Vice President - Finance & Accounting

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Knox Kiernan

Associate

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Whit Kilgroe, CFA

General Counsel

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Allie Laborde

Managing Director – Business Development

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John Lawlor

Senior Advisor

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Bob Martin

Operating Partner

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Ryan Morrow, CFA

Managing Director

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Jack Nadal

Managing Director

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Bradley Ong

Senior Associate

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Anthony Porcelli

Vice President

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Marco Schooley

Associate - Value Creation

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Katrinka Shields

VP of Talent Development and Administration

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W. Kent Sorrells

Senior Advisor

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Mark Steenhoek

Managing Director - Value Creation

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Jens Talbert

Vice President

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Blake Tilley

Vice President

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Tyler Train

Associate