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Beth Peabody

Beth Peabody

CEO and Chief Investment Officer at Stegner Investment Associates Inc.

Louisville, KY , United States

About

Beth Stegner Peabody is the CEO and Chief Investment Officer at Stegner Investment Associates, Inc. (SIA), an independent, employee-owned investment consulting firm based in Louisville, KY. She has led SIA since founding the firm over 30 years ago and is responsible for overseeing investment policy, portfolio construction, and the firm's overall strategic direction.

Beth specializes in the oversight of diversified investment portfolios, with a focus on institutional asset management for clients such as nonprofit organizations and foundations. Her expertise spans across major asset classes, including equities, fixed income, alternative investments, and multi-asset strategies tailored to each client's objectives.

Prior to establishing SIA, Beth served as Vice President of Investments at National City Bank, bringing a strong background in investment analysis and strategy. She holds a bachelor's degree in economics with a business/managerial economics focus from the University of Pennsylvania, Wharton Study. Notably, Beth was recognized as one of Louisville Business First's Most Admired CEOs in 2023 and continues to be celebrated for her leadership and longstanding commitment to fiduciary excellence in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Stegner Investment Associates, Inc.CEO and Chief Investment OfficerJan 1994 to Present
Stegner Investment Associates, Inc.CEO and Chief Investment OfficerJan 1994 to Present
CEO & Chief Investment Officer, Stegner Investment Associates, Inc.
National City BankVice President InvestmentsJun 1990 to Dec 1993
ASB Capital ManagementAssistant Vice PresidentSep 1983 to May 1990
Portfolio Manager

Education

University of Pennsylvania

Bachelor's degree economics, Business/Managerial Economics (Wharton Study)

1979 1983

Skills & Expertise

Investment Consulting
Investments
Portfolio Management
Mutual Funds
Retirement Planning
Strategic Planning
Leadership
Asset Management
Finance
Accounting
Alternative Investments
Analysis
Business Planning
Business Strategy
Customer Service
Event Planning
High Net Worth Individuals
Investment Advisory
Management
Management Consulting
Marketing
New Business Development
Public Speaking
Risk Management
Strategic Financial Planning
Strategy
Project Management
Business Development

Others at Stegner Investment Associates Inc. (2)

NameRoleLocation
Michael Adler
Michael Adler
Research AnalystLittleton, CO , United States
Nick Jeffs
Nick Jeffs
Investment Research AnalystUnited States

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