STEGNER INVESTMENT ASSOCIATES INC

STEGNER INVESTMENT ASSOCIATES INC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 107480). Regulatory assets under management: $2.8B.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (14)

NameRoleLocation
Elizabeth Stegner PeabodyCHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER
Ruth Wimsatt TrautweinDIRECTOR OF PORTFOLIO MANAGEMENT
Douglas Dare PeabodyPRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
Melissa Stegner VellaSENIOR ASSOCIATE
John EversDIRECTOR OF RESEARCH
PEABODY DOUGLAS DAREPRESIDENT & CHIEF OPERATING OFFICER; PRESIDENT & CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
PEABODY ELIZABETH STEGNERCHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF INVESTMENT OFFICER; PRESIDENT
TROSPER TRACEY GALLIMORECHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR; CHIEF COMPLIANCE OFFICER & VICE PRESIDENT; VICE PRESIDENT
PEABODY ELIZABETHPRESIDENT
TROSPER TRACEYVICE PRESIDENT
ROGGENKAMP KRISTIN ANNMANAGING DIRECTOR
TRAUTWEIN RUTH WIMSATTDIRECTOR OF PORTFOLIO MANAGEMENT; SENIOR INVESTMENT ASSOCIATE
VELLA MELISSA STEGNERSENIOR ASSOCIATE
EVERS JOHNDIRECTOR OF RESEARCH

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