Carrie Catlin, CFP®

Ms. Catlin advises high net worth clients at Lynx Investment Advisory. She earned an undergraduate 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 software developer within 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., Ms. Catlin held management positions at Fidelity Investments, Asset Sciences (an early ‘robo-advisor’) and JPMorgan. Before joining Fenway Financial Advisors in 2015 she was a Senior Relationship Manager with Charles Schwab Advisor Services in Boston.

Ms. Catlin is a Social Media Ambassador and former President of the Board of Directors of FORCE (Facing Hereditary Cancer Empowered), a national nonprofit organization devoted to hereditary breast, ovarian and related cancers. She enjoys world travel and has golfed on every continent except Antarctica.