AUSTIN, Texas–(BUSINESS WIRE)–Northern Trust Wealth Management has appointed Steph Wagner as a Senior Wealth Strategist and Director of Women & Wealth, based in Austin. In addition to advising high-net-worth families in central Texas on investment, banking and wealth management strategies, Wagner will be responsible for leading the firm’s advisory practice around women in transition.
“Steph’s addition expands upon the strength of our team in Austin,” said Jennifer Gravenor, President of Northern Trust Wealth Management in Austin. “Her expertise offers a best-in-class experience for our clients who are seeking creative solutions to manage wealth and leave a legacy. Her reputation guiding women through challenging or unexpected transitions such as divorce or death of a spouse is unmatched in the field.”
Wagner has nearly two decades of financial experience and is an accomplished thought leader on the intersection of gender and finance. She most recently served as the Managing Director and Co-Founder of Sendero Women and Wealth, a division of the registered investment advisory firm based in central Texas. Prior to that, she built a national consulting practice as a financial strategist for high-net-worth women in transition and was the Founder & CEO of Women Wealthy Wise in San Diego.
“Steph has a demonstrated track record of using her specialized expertise to empower women at various stages of wealth creation and management. Our combined approach gives women the tools needed to achieve their personal goals and Steph’s addition further strengthens our Central Texas capabilities,” said Colter Lewis, Texas President.
Wagner has been widely published in various publications including Entrepreneur, Yahoo! Finance, The Huffington Post, Fox News and Business Insider. She has a degree in business administration and finance with an emphasis in investments from the University of Southern California, and was recently appointed by Governor Abbott to the Texas Emergency Services Retirement System’s Board of Trustees.
Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses. It is recognized for its innovative technology, service excellence and depth of expertise and ranks among the top 10 U.S. wealth managers, with $300.5 billion in assets under management as of September 30, 2019. The Northern Trust Company is an Equal Housing Lender. Member FDIC.
About Northern Trust
Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 21 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2019, Northern Trust had assets under custody/administration of US $11.6 trillion, and assets under management of US $1.2 trillion. For 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.
Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/terms-and-conditions.