About SIA

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 23 years building Stegner Investment Associates, Inc. with a belief in providing personal attention to every client.

Beth relies on 34 years of investment consulting experience – including her roles as Vice President and Portfolio Manager with National City Trust and Director of Special Equity Investments with ASB Capital Management in Washington, D.C. – to guide her decision-making for our clients and the firm.  Her competitive spirit was fully 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 community.  She is an associate member of the CFA Institute and member of the Louisville Society of Financial Analysts.  She is a graduate of Focus Louisville and the Leadership Louisville Class of 1999.  Beth is proud to serve, or has served, as a board member and investment committee chair of the Community Foundation of Louisville, as an executive committee and investment committee member of the Louisville Olmsted Parks Conservancy and board member and treasurer of Anchal Project.  Beth is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940 and the majority shareholder of the firm.

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 Trosper.  She started at Stegner Investment Associates, Inc. in 1995, was named Chief Compliance Officer in 2004 and is a minority shareholder of the firm.  Tracey brings more than 40 years of experience to the firm as an administrative specialist.  She is driven 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.

Tracey is currently a member of the National Society of Compliance Professionals and the National Organization of Women Business Owners (NAWBO).  Tracey serves on the Board of Directors for Dress For Success Louisville and previously served on the Louisville Zoological Planning & Bequest Committee.  Tracey is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940.

Favorite Vacation Spot: Saint Martin, FWI

Best advice: “Have no regrets with anything you do.”

 

Ruth Wimsatt Trautwein, CFP ®
Senior Investment Associate

Ms. Trautwein has been a member of SIA’s team since 2004 and is a minority shareholder of the firm. Ruth began her career with SIA as a Research Associate, where she supported our Investment Process including our fund screening process and maintaining contacts with our Approved List of investment managers. She transitioned into her current Investment Adviser role in 2012 and advises institutional, corporate and individual clients. Ruth achieved the Certified Financial Planner designation in 2007 and is also a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940.

Favorite Book: The Count of Monte Cristo

Favorite Pastimes: Reading, running, and hiking with her family

 

Missy Stegner Vella
Senior Associate

Creativity and attention to detail come easy to Missy, an Associate with Stegner Investment Associates, Inc.  These traits help Missy serve clients in her role of expanding the Firm’s image, all while keeping the office in working order.  Missy has more than 24 years of experience in the executive administrative field.

She began her career with SIA in 1994 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.  Missy attended both the University of Kentucky and University Louisville.  She is a graduate of Focus Louisville and serves on the Olmsted Parks Conservancy Boo La La Planning Committee.

Children:  Alice, age 10

Favorite Television Show: “The Middle”

 

Ava Jackie
Junior Associate

Few college graduates know exactly what they want right out of college.  That was not the case with Ava.  After graduating with a 3.52 GPA in Finance from Murray State University, she knew she wanted to use her knowledge and talents to help others.  That is why she chose the investment advisor career path with SIA.

While attending her senior year at Murray University, not only was Ava the president of her sorority and secretary of the student government, she somehow found time to work at Starbucks.  In the summer of her junior year, Ava landed a coveted internship at Brown-Forman where she worked on numerous logistics projects while gaining invaluable insight into the professional world.  Ava is a member of the Young Professionals Association of Louisville and is a registered investment representative with the SEC under the terms of the Investment Advisory Act of 1940.

Favorite genre of television: Reality TV

Interesting hobby:  Deer hunting with her Dad

 

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