Our People

Beth Stegner Peabody
President

Problem solving comes naturally to Beth. Combined with her passion to make a difference in the lives of others, it is easy to see how a career in investment consulting was a perfect fit. As co-founder and majority shareholder, Beth has spent the last 15 years building Stegner Investment Associates, Inc. from the ground up with a belief in personal attention for every client. She relies on 25 years of investment consulting experience service—including experience as Vice President and Portfolio Manager with National City Trust (NCT) and Director of Special Equity Investments with ASB Capital Management in Washington, D.C.—to guide her decisions and ensure success for the firm.

Beth is also dedicated to being active throughout her community. She is an Associate member of the CFA Institute and member of the Louisville Society of Financial Analysts. She is a graduate of Leadership Louisville Class of 2002 and Focus Louisville Class of 1999. And she also serves as a board member and investment committee chair for the Community Foundation of Louisville after a recent stint as a board member and finance committee chair for the Thomas Merton Foundation. Beth is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940.

Favorite Quote: “You can have it all, just not all at once.”

Favorite Book: The Wizard of Oz by L. Frank Baum

 
Tracey G. Trosper
Managing Director

Few people are more goal-oriented than Tracey Trosper. Named Chief Compliance Officer at Stegner Investment Associates, Inc. in 2004, Tracey brings more than 30 years of experience as an administrative specialist. Tracey is just as determined to help each of our clients reach their goals. She is a former Assistant Vice President and lead administrator for the National City Trust Charitable/Endowment unit, and is currently a member of the National Society of Compliance Professionals. Tracey is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940.

Currently on iPod: Kenny Chesney

Best advice: Have no regrets with anything you do.