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Steph Wagner — Director of Women and Wealth · Northern Trust Family Office Technology · United States.
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About
Steph Wagner is an author, sought-after speaker, and nationally recognized thought leader in women’s wealth and financial empowerment. Her journey — from private equity executive to stay-at-home mom to single mother facing financial uncertainty — fuels her passion for educating and empowering women to take control of their wealth. As National Director of Women & Wealth at Northern Trust, Steph leads the firm’s advisory practice for women and the Elevating Women platform dedicated to advancing financial literacy and helping women use their wealth to create measurable impact in their families, businesses, and communities. Previously, Steph built a national consulting practice advising high‑net‑worth women through major life transitions and founded WomenWealthyWise to build financial literacy and help wealth management firms better serve female clients. Earlier in her career, she was Vice President at Gemini Investors, a Boston-based private equity firm. A frequent media contributor, Steph’s insights have been featured in The Wall Street Journal, The New York Times, Entrepreneur, Barron’s, Bloomberg, MarketWatch, Kiplinger, Yahoo Finance, and more. She is also the author of, Fly! A Woman’s Guide to Financial Freedom and Building a Life You Love. She is a graduate of the University of Southern California Marshall School of Business, a former board member of Texas Advocacy Project, a former governor-appointed trustee of the Texas Emergency Services Retirement System, and a former Board President and member of the Center for Community Solutions, which serves survivors of domestic violence and sexual assault. Steph lives in Sun Valley, Idaho, where she spends her free time skiing, hiking, biking, fishing, and taking full advantage of the area's endless outdoor adventures.
Experience
National Director of Women & WealthCurrent
Northern Trust Wealth Management · Austin, Texas, United States
Aug 2019 – Present
Author of FLY! A Woman's Guide to Financial Freedom and Buidling a Life You LoveCurrent
Matt Holt Books
May 2025 – Present
Released November 11, 2025 Whether you’re in your sixties or twenties—single, married, rebuilding after a devastating loss, or simply wanting to feel more prepared for the unexpected—this book is for every woman ready to take control over her financial life.
Education
Skills
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