Ramon Mateos

Ramon Mateos

Ramon Mateos

Partner/Investment Advisor

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, 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 – build individualized portfolios based on client goals and tolerance for risk

Education and Designations

  • BBA Finance, 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

Phone: (920)441-0301
Email: Ramon.Mateos@CopperHarbor.us

Send a Message to Ramon