Steve HooymanSteve Hooyman, CFP MBA

As the founding Partner and President, Steve has been advising individuals, corporations, foundations and endowments on their investment portfolios since 1986. He has experience in managing trusts, endowments, and foundations as well as corporate, church, individual and 401(K) plans with a customized approach. In his past roles as Manager of several regional trust offices for a large US-based bank, as well as Chief Investment Officer for two regional accounting firms, Steve’s past experience has taught him to emphasize personal client attention.

Steve’s primary role within Copper Harbor is as President & Chief Investment Officer, where he leverages his experience in customizing portfolios for individual clients and families. The key parameters Steve uses in building portfolios comes from the extensive research he performs on each investment option chosen for a particular client. He will examine the length of manager tenure and experience, internal management fees, performance and ensure the investment team behind the investment has remained consistent to their internal investment objectives.

Steve is a Certified Financial Planner and holds an MBA from the University of Wisconsin-Eau Claire. He takes annual courses to maintain his proficiency in financial planning, and estate planning, as well as recent changes to personal taxes and insurance.

Steve’s counsel and knowledge are in demand and in addition to his professional work he serves his community in the following capacity:

  • Oshkosh Area United Way – Finance Committee

  • Fox Valley Technical College Foundation - Board of Directors

  • Community Foundation for the Fox Valley Region, Inc. – Board of Directors, Past Chair and
    Current Member Investment Committee

 

Education:

MBA University of Wisconsin Eau Claire – 1986
BBA in Finance, University of Wisconsin Eau Claire – 1982
Real Estate Licensed Broker