About
Robin Sterneck is the President of Sterneck Capital Management, LLC, a Kansas City-based, family-owned wealth management and financial planning firm. In this role, she provides executive leadership and oversees tailored financial strategies, focused on serving high-income and high-net-worth individuals and families. Her expertise encompasses holistic wealth management, financial planning, and fiduciary investment management, grounded in a client-first, fee-only model.
With over 35 years of experience, Robin's career spans senior leadership positions in finance, insurance, and investment banking. She previously held roles as Senior Vice President at Shearson Lehman Brothers, Global Marketing Director and $1B P&L business leader at GE Insurance, and Head of Talent Development at Swiss Re. Her broad experience covers asset management, public finance, insurance solutions, and reinsurance, with deep knowledge in sectors such as property & casualty, life & health, and real estate investment trusts.
Robin holds an undergraduate degree from Trinity College of Vermont and an MBA from Tulane University. She is an independent director and Compensation Chair at EPR Properties (a publicly traded REIT), and is active in advancing board diversity and women’s leadership through roles with Women Corporate Directors and the National Association of Corporate Directors. She is recognized for significant contributions to both investment industry best practices and leadership development across financial and corporate sectors.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Sterneck Capital Management, LLC | President | Sep 2014 to Present | Sterneck Capital Management provides financial planning with a unique approach to wealth management. | 
| Highland Birch Group, LLC | Founder | Jan 2010 to Present | Business Impact and Leadership Development Consulting. | 
| Central Exchange | Co-Facilitator, Emerging Leaders Program | Jan 2015 to Present | In addition to my work as a volunteer leader for Central Exchange, I serve as the Co-Facilitator of the highly respected Emerging Leaders Leadership Development Program along side Denise Mills. | 
| Central Exchange | Network Exchange, Co-Founder | Sep 2011 to Dec 2017 | For more than 30 years, the Central Exchange (CX) has served professional women. CX is a membership organization with over 1,100 members who represent a cross-section of women and men from throughout ... | 
| WomenCorporateDirectors Foundation | Co-Chair Kansas City, MO Chapter | Jan 2022 to Present | — | 
| WomenCorporateDirectors | Founding Board Member - Kansas City Chapter | Jan 2012 to Present | WomenCorporateDirectors (WCD) Foundation is the only global membership organization and community of women corporate directors.  Served as a Founding Board Member of Kansas City Chapter & have held va... | 
| NACD (National Association of Corporate Directors) | Heartland Chapter Board Member And Governance Fellow | Jan 2015 to Present | The National Association of Corporate Directors helps more than 17,000 directors lead with confidence. As the recognized authority on leading boardroom practices, NACD aspires to a world where busines... | 
| EPR Properties | Member of the Board of Trustees | Jan 2013 to Jan 2022 | Human Capital Planning and Compensation Committee Chair for EPR Properties (NYSE:EPR).  EPR Properties is a specialty real estate investment trust (REIT) that currently invests in three primary segmen... | 
| Alterra Bank | Member of the Board of Directors | Jan 2010 to Jan 2017 | Alterra Bank, a division of First Business Financial Services, Inc. (NASDAQ:FBIZ) is a growing, community focused commercial bank that provides comprehensive banking services along with expertise deli... | 
| Swiss Re | Managing Director, Head of Global Talent | Jan 2009 to Sep 2009 | — | 
| Swiss Re | Managing Director, Head of Commercial Insurance | Jun 2006 to Jan 2009 | — | 
| GE | Leadership Team | Jan 1996 to Jun 2006 | Pricing Leader GE Capital, Quality Leader GE VFS, Pricing Leader, Global Pricing Leader GE Insurance | 
| Lehman Brothers | Investment Banker | Aug 1982 to Jan 1993 | — | 
Education
Tulane University
Master Of Business Administration, Human Services, Business Finance, Finance
1980 — 1982
Trinity College of Vermont
1979
Lawrence High School
Lawrence Senior High School
Trinity College of Vermont
Bachelors, Biology
Others at Sterneck Capital Management, LLC (2)
| Name | Role | Location | 
|---|---|---|
| AAlec Bethurum | Vice President Sr. Portfolio Manager | Kansas City, MO , United States | 
| HHenry Lane | Sr. Portfolio Manager | Kansas City, MO , United States |