Ramon Mateos

Ramon Mateos, Partner/Associate Financial Advisor

Ramon Mateos, Partner in Copper Harbor Investment Advisors LLC, has been working with clients through a fiduciary and investment management role since 2017. Ramon’s background includes retail banking, investment management, financial planning, investment asset allocation, as well as trust & fiduciary services.

 

Experience:

  • Associate Financial Advisor, KerberRose Wealth Management
  • Administrative Assistant, Associated Bank Trust
  • Retail Banker, Associated Bank
  • Financial Planning – detailed retirement planning and cash flow analysis
  • Portfolio Customization – help build individualized portfolios based on client goals and tolerance for risk

 

Education and Designations:

  • BBA Finance, University of Wisconsin-Green Bay
  • BA Spanish, University of Wisconsin – Green Bay
  • Series 65 securities license
  • Public Notary for the State of Wisconsin

 

Community Involvement:

Ramon enjoys playing soccer – Green Bay/Appleton