The Stephens Group, LLC announced the promotion of Lindsey Joseph from vice president to principal within its Value Creation team. As a principal, Lindsey will continue advising portfolio companies on strategies to improve operational performance.
Chris Kauffman serves as executive vice president of finance and accounting for The Stephens Group, LLC. Before joining in 2006, he practiced public accounting for 12 years with JPMS, Cox, PLLC, where he was a senior manager in the tax practice.
Heather Bankhead joined The Stephens Group in 2021 with a primary focus on the management of the functionality and efficiency of the firm’s human capital. Prior to joining The Stephens Group, Heather spent eight years in employee benefits and human resources, primarily in the banking industry.
Ron Clark joined The Stephens Group in 2006 as general counsel after practicing law for 26 years with Rose Law Firm. He advises the firm’s partners on tax law, mergers and acquisitions, and other issues affecting closely held businesses.
The team and capabilities of W.R. Stephens Investment Company follow the principles and standards on which Witt Stephens, Sr. founded the company in 1933.
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