Stephen Wintermeier, CFP®

Mr. Wintermeier advises high net worth clients for Lynx.  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 an MBA 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 considerable 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 investors with efficient advice, without incentives to generate commissions.

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 also an active member of the Northern Virginia Model Railroad Club and an honorary member of the South Shore Model Railroad Club in Hingham, MA. In his spare time, Mr. Wintermeier is an active golfer and travel photographer.