Our Team

SIA's Team Culture

SIA's Team Culture

SIA is an independent, employee-owned firm led by a management team with over 125 years of combined investment consulting service experience. Our team is cohesive, collaborative and mutually supportive in our commitment to serving clients.

We are proud to manage approximately $2 billion in assets, while maintaining the focus and attention our clients deserve by only adding new clients at a measured pace.

Serving as fiduciaries since the firm's inception, we are bound legally and ethically to act in our clients' best interests with a duty to preserve good faith and trust. 

We are proud of our team and the trusting relationships we have fostered with each client.

Meet Our Team

Beth Peabody

Beth Stegner Peabody

CEO & Chief Investment Officer

Ruth Trautwein, CFP®

Ruth Wimsatt Trautwein, CFP®

Director of Portfolio Management

Missy Vella

Missy Stegner Vella

Senior Client Development Associate

Douglas Peabody

Douglas D. Peabody

President, Chief Operating Officer & Chief Compliance Officer

John Evers

John Evers

Director of Research

André McLean

André McLean

Client Services Manager

Brandon Dant

Brandon Dant, CIMA®

Portfolio & Data Analytics Associate

Karen Bowman

Karen Bowman

Client Relationship Associate/Office Manager

Nick Jeffs, CFA®

Nick Jeffs, CFA®

Investment Research Analyst

Pam Rudd

Pam Rudd

Controller & Compliance Manager