Beth (Steininger) Wraga

Beth is passionate about helping people plan for and achieve financial well-being. With a commitment to trust and integrity, her mission is to help her clients navigate any financial challenge as well as create security and abundance. Beth’s 30 years of experience in financial services spans private wealth management, investor relations, institutional equity sales, equity research, audit, and compliance. She spent the last 5 years as a Managing Director and Client Advisor for a boutique Registered Investment Advisor. Prior to that, Beth worked in investor relations for two different hedge fund advisors that were focused on the technology, media, and telecom sectors in both the public and private markets. Previously, she spent over 13 years at Goldman Sachs as a Vice President in Institutional Equity Research Sales and an Associate in Global Investment Research covering the technology sector. She began her career as an Analyst at Paine Webber (UBS) in their Management Audit and Controls program.