Reagan Stephenson

Associate

Austin

Client Advisory

Biography

Reagan is an investment analyst in the Austin office. He is a member of the investment team, providing support for advisors on investment decisions, conducting due diligence for new and existing products, managing third-party relationships, reporting on investment performance and executing trades and money-movement tasks.

Prior to joining Cerity Partners, Reagan started his career after graduating from The University of Texas at Austin in 2022 with Austin Private Wealth as an implementation analyst. In 2023, Reagan became the firm’s investment analyst and joined the investment team which implemented, managed and reviewed the firm’s investment goals and objectives.

In his spare time, Reagan enjoys curating themed Spotify playlists, touring the Austin food scene and ranking restaurants and perfecting his recipes at home in the kitchen.

Education

  • BBA, General Finance, (Minor Accounting) The University of Texas at Austin
  • Certificates - Risk Management & Wealth Management

Request an Introduction to Reagan Stephenson

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our Client Advisory Colleagues

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here