Steve Catalano 

Managing Partner

“The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenges and controversy.”

Education & Professional Designations

  • Miami University class of 1995 – (Major) B.S.B.A. in Finance (Minor) International Business.
  • Evans Scholars Recipient – Miami University
  • Thirty for the future – 2011 Award Recipient
  • Licenses – Series 7, 65, and 63 and SIE

Memberships & Community Involvement

  • Western Golf Association of Evans Scholars Foundation, Director
  • Fairlawn Area Chamber of Commerce – Past
  • Grace Church – Financial Peace Education Coordinator & Volunteer-Past
  • Copley Fairlawn Schools Foundation Catalano Memorial Scholarship
  • Habitat for Humanity – Volunteer

About Steve

As a managing partner and financial advisor at W3, Steve Catalano’s top priority is empowering clients to reach their financial goals and objectives. Steve is deeply involved with W3’s leadership team, helping to elevate the client experience that defines the firm’s standard of service. Steve graduated from Miami University in 1995, earning a Bachelor of Science in Business Administration with a major in Finance and a minor in International Business. As an Evans Scholar, Steve demonstrated early on his dedication to academic excellence and leadership, traits that have been foundational throughout his career. His professional credentials include the Series 7, 63, and 65 licenses as well as the Securities Industry Essentials (SIE) qualification. In 2011, he was recognized as a “Thirty for the Future” Award Recipient for his professional achievements and contributions.


Steve is actively engaged in his community and professional networks. He serves as a Director for the Western Golf Association of the Evans Scholars Foundation, supporting scholarships for deserving students. His past involvement includes the Fairlawn Area Chamber of Commerce and volunteering as a Financial Peace Education Coordinator with Grace Church. Steve also supports the Copley Fairlawn Schools Foundation through the Catalano Memorial Scholarship and has contributed his time to Habitat for Humanity. Outside of the office, Steve values time spent with family and enjoys volunteering with his church community. When he finds a moment for himself, you can often find him on the golf course, appreciating the game and honing his skills.

Hobbies and Personal Interests

When I’m not in the office I enjoy spending time with my family and volunteering at our church. When I have alone time, you can find me on the golf course.

Meet More of Our Team

Chris Alekna-Lewis 

Administrative Assistant

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Senior Client Service Associate

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Blake Grisvard

Finance Associate

Garrett Heller

Junior Financial Paraplanner

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Kathy McGrath, CFP®

Principal

Suzanne Pierson

Senior Client Service Associate

Benjamin Randall

Finance Associate

Bill Schiffman

CPA, PFS | Principal

Stephanie Seese

Senior Client Service Coordinator

Laura Steffey Moss, CFP®

Financial Advisor

Megan Trobenter

Client Concierge

Amy Vaccaro 

Senior Registered Client Service Administrator

Michael Vasiloff

Partner & Chief Operations Officer

Steven VonSchriltz

Financial Advisor

Zoie Zambiasi

Client Service Associate