Stephens Inc. Expanding Bank Equity Research Team

by Talk Business & Politics staff ([email protected]) 287 views 

Stephens Inc. is adding three equity research veterans focused on Midwest and Super-Regional banks.

The three new members are Terry McEvoy, Managing Director and Research Analyst; Erik Zwick, Vice President and Research Analyst; and Austin Nicholas, Research Associate.

The additions grow Stephens Inc.’s investment banking team that specializes in financial institutions to roughly 30 professionals across investment banking, research, sales and trading, and ranks among the largest on Wall Street.

In his former role at Stern Agee, McEvoy served as the head of Bank Research, leading a group of six senior equity analysts that formally covered 140+ bank stocks. Prior to Sterne Agee, he served as Managing Director, Equity Research at Oppenheimer & Co. Inc. from 2001– 2014 where he was recognized by Starmine/Financial Times as a top Earnings Estimator in 2008 and Stock Picker in 2010. Mr. McEvoy began his career at Tucker Anthony Capital Markets in 1996.

“Stephens is fully committed to the continued, deliberate growth of our financial institutions group,” said Nik Fisken, Executive Vice-President and Director of Research at Stephens. “Terry, Erik and Austin’s expertise will undoubtedly complement and strengthen our existing bank research teams – our Southwest bank franchise led by Managing Director Matt Olney and our Southeast bank franchise led by Vice President Tyler Stafford.”