Joanna Stephenson


(646) 205-0276
Download vCard

Cain Brothers Experience

Joanna Stephenson is a Director in the Firm’s Capital Markets Group. Ms. Stephenson joined Cain Brothers in 1998 and focuses on advising tax-exempt healthcare borrowers in capital raising transactions. Ms. Stephenson also advises on the structuring and implementation of interest rate management products and solution-oriented reinvestment vehicles, including interest rate swaps, options, caps and collars, basis swaps and escrow options. Ms. Stephenson’s notable transactions include the execution of a $500 million fixed pay swap for a tax-exempt health care organization, participation in the structuring of the first ever synthetic refinancing using a Total Return Swap, and the development and management of Cain Brothers’ online interest rate derivative monitoring system, CBFiRM.

Prior Experience

Prior to joining Cain Brothers, Ms. Stephenson was an integral team member in the Special Products Group at Ziegler Securities.


Ms. Stephenson earned a BS in Finance from Butler University.