Here’s how I am going to beat you. I’m going to outwork you. That’s it. That’s all there is to it. – Pat Head Summitt, Former University of Tennessee Women’s Head Basketball Coach
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 30 years leading the firm.
Beth relies on four decades of investment consulting experience to guide her decision-making for SIA and its clients. As CEO and Chief Investment Officer of SIA, Beth leads both the research and portfolio management teams for the firm. 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 have completed a four-year 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 the RIA 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 currently writes a monthly column called “Cents & Sensibility” for The Record newspaper and will donate the stipend to the Financial Literacy project at Sacred Heart Academy. 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 the chair of its 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 has also served on the board and the executive committee of Louisville Olmsted Parks Conservancy retiring after many years of commitment.