Reagan Stephenson

Reagan Stephenson is an Investment Analyst at Austin Private Wealth, LLC in Austin, Texas, where he supports portfolio management and investment research for high-net-worth clients. In his role, Stephenson is involved in financial planning services, asset allocation, and portfolio implementation, contributing to the firm's $1.1 billion in managed assets. He primarily focuses on public equities and fixed income asset classes, working with individuals and small businesses across a broad spectrum of wealth management needs.

Stephenson joined Austin Private Wealth as an Implementation Analyst before advancing to his current position as Investment Analyst, demonstrating a refined grasp of portfolio operations and client service. His experience includes analyzing investment strategies, executing trades, and collaborating with advisors to deliver tailored financial solutions. Prior to his career in financial services, he was a Resident Assistant at The University of Texas at Austin, honing his interpersonal and organizational skills.

He holds a Bachelor of Business Administration in Finance from The University of Texas at Austin's McCombs School of Business, with an Accounting minor and certificates in Wealth Management and Risk Management. Stephenson has passed the Series 65 regulatory exam, allowing him to provide investment advisory services in Texas. His expertise includes investment analysis, portfolio implementation, and wealth management for affluent clients and businesses. Stephenson has distinguished himself through his dedication to client outcomes and close collaboration with multidisciplinary teams at Austin Private Wealth.