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Wealth Management Expert

Steph L. Wagner

Director, Women & Wealth

Steph is responsible for leading the firm’s advisory practice for women facing unexpected transitions, such as death of spouse or divorce, and oversees the creation of content, curriculum and programming for women. Over the years, she has developed a specialized expertise in utilizing financial strategies and empowering women with the resources to become effective stewards of their wealth. Steph has also worked extensively with women across the country to help them address the financial impact of widowhood, secure equitable settlements in marriage dissolutions, and establish a solid foundation for their next chapter.

Prior to joining Northern Trust, Steph served as Managing Director and Co-Founder of Sendero Women & Wealth, a division of a registered investment advisory firm based in Central Texas. Prior to that, Steph built a national consulting practice as a financial strategist for high-net-worth women in transition. She was also the Founder and CEO of WomenWealthyWise, where she partnered with wealth management firms nationwide to strengthen their women’s initiatives. Prior to starting her businesses, Steph worked in private equity as a Vice President at Gemini Investors, a Boston-based private investment firm focused on providing capital to established, smaller middle market businesses.

Steph’s expertise has been featured in a monthly column in Entrepreneur Magazine, as well on MarketWatch, Fox News, Yahoo Finance, Business Insider and Huffington Post.

Steph is a graduate of The University of Southern California Marshall School of Business. She is currently a Governor-appointed trustee of the Texas Emergency Services Retirement System, member of Austin20, and former board president and member of Center for Community Solutions, which serves survivors of domestic violence and sexual assault.