Steve Wintermeier, CFP®, Managing Principal
Steve possesses a broad range of global management and financial experience. After receiving his undergraduate degree in International Economics from Georgetown University in Washington, DC, Mr. Wintermeier worked as a consultant for the Japanese Ministry of Education in Hamamatsu, Japan. Upon his return to the United States, he earned a Masters in Business Administration from Columbia Business School in New York City. Mr. Wintermeier gained valuable experience in corporate and international business as the Asian Pacific Regional Sales Manager for Titleist and Foot-Joy Worldwide in Fairhaven, MA and Singapore.
After serving as a strategy consultant assisting small and mid-sized businesses, Mr. Wintermeier brought his extensive management and planning skills to the financial services industry in 2004 as a financial consultant with A.G. Edwards and Sons. He founded Fenway Financial Advisors in 2006 to provide practical professionals with efficient advice, unburdened by incentives to generate commissions and unbiased by the conflicts of interest inherent in the so-called “fee only” business model.
Mr. Wintermeier is the author of Grand Theft Portfolio, a book highlighting the need for dramatic changes in the world of personal advice. Mr. Wintermeier is a past Vice-President and Treasurer of the Neighborhood Association of the Back Bay in Boston, MA. He is an active member of the Bay State Model Railroad Museum where he has served on the board of directors as both Treasurer and Director of Building Operations. He is also an active member of the South Shore Model Railroad Club. In his spare time, Mr. Wintermeier is a competitive amateur golfer and travel photographer.
Carrie Catlin, CFP®, Principal
Carrie brings extensive financial services experience to the firm. Ms. Catlin earned a Bachelor’s Degree in Computer Science with a Minor in Economics from the University of Delaware. Following several years as a software developer at IBM, she earned an MBA from the New York University Stern School of Business and embarked on an investment-related career, first as a member of a proprietary equity trading team at Morgan Stanley. That led to several years of electronic trading sales at Morgan Stanley in New York and Fidelity Investments in Boston, before relocating to Singapore and joining a sales team at Reuters.
Upon her return to the U.S., Carrie held management positions at Fidelity Investments, Asset Sciences - an early ‘robo-advisor’ and JPMorgan. Most recently Carrie was a Senior Relationship Manager with Charles Schwab Advisor Services in Boston.
Ms. Catlin is a former Treasurer of FORCE (Facing Our Risk of Cancer Empowered) and continues to serve on the Board of Directors of FORCE, which is the only national nonprofit organization devoted to hereditary breast, ovarian and related cancers. She enjoys world travel and has golfed on every continent except Antarctica.