Advisory Team

Carlton A. Getz, CFA - Principal/Managing Director

Carlton A. Getz serves as the managing director of Winter Harbor Advisors, L.L.C., and has done so since the company was organized in 2006.

Mr. Getz also holds the positions of President and Secretary of Getz & Associates, Incorporated, the parent of Winter Harbor Advisors, which he founded in 1995. In addition to his experience with Getz & Associates, he has served as a summer associate with the JPMorgan Private Bank in New York City (2005), as a summer equities analyst with Wasatch Advisors in Salt Lake City (2004), and as an electrical engineer with Girard Engineering, P.C., in McLean, Virginia (2000-2003).

Mr. Getz presently serves as the Executive Director of The Getz Foundation, Incorporated, as President and Treasurer of the Kansas State Delta Chi Educational Foundation, Incorporated, and is a member of the Investment Advisory Committee of the Delta Chi International Fraternity.

Mr. Getz holds a Masters in Business Administration from the Darden School at the University of Virginia and a Bachelor of Science in Architectural Engineering from Kansas State University and is a Chartered Financial Analyst charterholder.