Pooran Sharma is a CFA® charterholder and Series 63 licensee based in New York, NY, with four years of industry experience. He has held multiple roles at Stephens Inc. since 2018, with a three-year period at ICR from 2021 to 2024. Stephens provides investment advisory and brokerage services to a diverse client base including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to implement equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Sarah Whitman is a financial advisor at Stephens with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Goldman Sachs and several other firms. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm employs a combination of centralized investment committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and a range of client platforms.

Matthew Braver is a financial advisor at Stephens with a Series 66 credential and one year of industry experience. He has held roles at several firms, including New Haven Capital, MTN Capital Partners, and Selkirk Partners. His background also includes time at Techstars and Bowdoin College. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, and public entities. The firm’s investment process involves centralized committees and affiliated sub-advisors, offering a range of equity, fixed-income, and alternative strategies alongside research-driven portfolio management.