Beth Stegner Peabody
Chief Executive Officer & Chief Investment Officer
Problem solving comes naturally to Beth. Combined with her passion to make a difference in the lives of others, it is easy to understand how a career in investment consulting was the perfect fit. As co-founder and majority shareholder of Stegner Investment Associates, Inc. (SIA), Beth has spent the last 26 years leading our firm.
Beth relies on 36 years of investment consulting experience to guide her decision-making for SIA and our clients.
As CEO and Chief Investment Officer of SIA, Beth is responsible for client development and portfolio management. She is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940 and is an associate member of the Certified Financial Analyst® Institute and member of the Louisville Society of Financial Analysts.
Beth is proud to be serving currently a second term as a member of Vanguard’s inaugural Registered Investment Adviser (RIA) Advisory Council. She was invited as one of 11 advisers nationwide to give counsel about our industry to Vanguard’s senior leadership team.
Her past roles include Vice President and Portfolio Manager with National City Trust, KY and Director of Special Equity Investments with ASB Capital Management in Washington, D.C. Her competitive spirit was formed as the starting point guard for four years at the University of Pennsylvania, from which she graduated with degrees in both Economics and English.
Beth is also dedicated to being active throughout her personal and professional communities. Beth serves, or has served, as a board member, executive committee member and investment committee chair of the Community Foundation of Louisville and is now a member of their Mission Impact Committee. Beth is a Trustee of Sacred Heart Schools and a member of the finance committee. She is a member of the board of directors for Anchal Project and serves as its Treasurer. Beth recently retired from the board and executive committee of the Louisville Olmsted Parks Conservancy.
Favorite Quote: “You can have it all, just not all at once.”
Current Hobby: Gardening
Tracey G. Trosper
Managing Director & Chief Compliance Officer
Few people are more goal-oriented than Tracey. She began her career with SIA in 1995, was named Chief Compliance Officer in 2004 and is a shareholder of the firm. Tracey brings more than 43 years of experience to the firm as an operations specialist. Tracey and her team are driven to alleviate the administrative burden of wealth management for our clients.
Tracey is a former Assistant Vice President and Lead Administrator for the National City Trust, KY Charitable/Endowment Unit. Currently, Tracey is a member of the Investment Advisory Association and served recently as treasurer and board member for Dress for Success. Tracey is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940.
Favorite Vacation Spot: Saint Martin, BWI
Best advice: “Have no regrets with anything you do.”
Ruth Wimsatt Trautwein, CFP®
Senior Investment Associate
Ruth always had a passion for helping others and an acumen for finance. She joined SIA’s team in 2004, after graduating with dual degrees in International Business and Finance from Saint Louis University, where she was a member of their club crew team. Ruth began her career as a Research Associate, supporting SIA’s Research Team by implementing our proprietary research process and maintaining relationships with our investment managers. Realizing he could have a greater impact by working directly with clients, in 2012 she transitioned into her current portfolio management role and consults with institutional, corporate and individual clients. Ruth is also a member of SIA’s Investment Committee.
Ruth is a shareholder of SIA and achieved the Certified Financial Planner™ (CFP®) professional designation in 2007. She a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940. She is a member of the Louisville Employee Benefits Council, the Financial Planning Association of Kentuckiana and the Estate Planning Council of Metro Louisville.
Ruth graduated from Ignite Louisville in the Fall of 2014. Earlier in her career, she served on the board of the Young Professionals Association of Louisville (YPAL) and served on the board of the Louisville Youth Choir from 2009 to 2019. Currently, she serves on the board of Women4Women and volunteers for several other charitable organizations.
Favorite Book: Jane Eyre
Favorite Pastimes: Reading, running, and hiking with her family
Missy Stegner Vella
Creativity and attention to detail come easily to Missy and is critical to her success as a Senior Associate with SIA. These traits help Missy serve clients in her role of expanding the Firm’s brand and image, while keeping the office running smoothly.
Missy has more than 10 years of experience in client development and client communications, and 26 years of experience in the executive administrative field. She began her career with SIA in 1994, and then expanded and honed her skills while serving three years as executive assistant to the Senior VP of Senior Products at Humana Inc.’s corporate offices, before returning to SIA in 2010.
She is a graduate of Focus Louisville and recently chaired the planning committee for the Eek!-A-Boo Ball (for the benefit of Anchal Project). She has served on the Olmsted Parks Conservancy Boo La La planning committee and also has served on the Dreamers’ Ball planning committee for the benefit of Dreams With Wings. Currently, Missy is working with the board of directors to establish the image of a Louisville charity that will be announced in late 2019.
Favorite Band of All Time: The Police
Favorite T.V. Reruns: The Office
Douglas D. Peabody
President & Chief Operating Officer
Doug joined SIA in May 2019. During his diverse 30-year career, he specialized in both the investment management and real estate industries. In his most recent position, Doug served for over 10 years in the dual roles as President of Louisville, KY based Horizon Commercial Realty (HCR) and Chief Operating Officer and commercial developer Hollenbach-Oakley.
Prior to joining HCR, Doug spent eight years as the Managing Director of Marketing/Sales and Distribution at Convergent Capital Management. This $24 billion money management holding company was comprised of ten individual operating companies which included investment management and financial service companies. Doug also served as a consultant for Louisville-based Eager & Associates for seven years. In this role he provided advice and counsel to investment managers throughout the U.S. and internationally.
Doug received his Bachelor of Science from Babson College located in Wellesley, MA with a major in Investments, Quantitative Methods and Economics.
Favorite Music Genre: 80’s New Wave
Favorite Hobby: Cooking with his family
Pam Holwerda, MBA
Associate Director of Operations
Assisting clients is Pam’s passion and she found that she could excel in this role by joining the team at SIA in 2018. Pam brought with her over ten years of experience in the investment industry. She honed her investment operations expertise and client service skills while working with Hilliard Lyons and Fifth Third Private Bank.
Pam’s commitment to service carries into her community as she has served as the President of Friends of the Waterfront and also served on the board of directors of the Young Professionals of Louisville (YPAL) as Director of Professional Development. Currently, Pam volunteers with Gilda’s Club of Louisville.
Pam earned a Bachelor of Science in Business with a Finance Concentration from Indiana University Southeast and recently achieved an Executive Master of Business Administration from Bellarmine University’s Rubel School of Business. She is a Certified CFP® certificant and will sit for the test in July.
Favorite Pastimes: Spending time with her husband, children, and family. She also enjoys walking her two dogs, Taco and Duke.
Favorite Book: The Art of War, by Sun Tzu
Taking on new challenges presented by the ever-changing financial market is what motivates Leslie each workday. Her role at SIA includes conducting investment research on our investment managers and she serves as a member of SIA’s Investment Committee.
Leslie graduated summa cum laude from Murray State University in 2017, receiving the Pugh Family Outstanding Senior in Finance Award. She was inducted as a member of Beta Gamma Sigma in 2016.
During her time at Murray State, Leslie held internships in Paducah, KY and Nashville, TN, completed a study abroad International Business Seminar in London, Paris, Geneva, Heidelberg and Amsterdam.
Leslie is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940. She has passed Level I of the Chartered Financial Analyst® Exam and sat for Level II of the Exam in June.
Favorite Snack: chips & guacamole
Favorite Musical Artist: Brett Eldredge
Abby Powell, MBA
Abby became a member of SIA’s operations team at SIA in May of 2018. She chose this path so she could build relationships with clients, while helping them manage their financial assets. The administration team is a perfect fit for Abby to have client contact while increasing her skills and investment knowledge. She assists in all areas of client service and investment operations including, but not limited to, preparation of investment reports and client communications.
Abby graduated Cum Laude from the University of Kentucky with a Bachelor of Arts in Finance and Bachelor of Science in in Economics, as well as a Master of Business Administration (MBA). While participating in the MBA program, Abby obtained Project Management certifications and a Green Belt in Lean Six Sigma.
During her time at the University of Kentucky, Abby held various committee positions as an active member in her sorority and a volunteer at the Ronald McDonald House. It is this experience that has aided in her ability to multi-task and create efficiencies in the workplace for both clients and co-workers.
Secret: Despite moving to Louisville after graduation, she will always “Bleed Blue!”
Favorite Getaway: Spending weekends on Kentucky Lake with her family
John Evers, MS Statistics
Rigorously and objectively answering the question “Why?” has been John’s mission from an early age. Since joining SIA in April 2017 as a research associate, he has focused on performing independent analysis to solve the problems for clients that are caused by financial market volatility. John is a leading member of SIA’s Research Committee. He defines job satisfaction as engaging curiosity to the point of challenging convention, all within a collaborative environment that utilizes collective intelligence.
In 2016, John graduated from the University of Chicago with a Master of Science in Statistics. He also holds a Bachelor of Science degree in Mathematics and a Bachelor of Business Administration in Finance from the University of Kentucky. John has passed Level I of the Certified Financial Analyst® Exam and sat for Level II of the Exam in June.
Most Coveted Car: Bugatti Chiron
Favorite Music Genre: Jazz & Blues