Steve Hooyman

Steve Hooyman

Founder/President

Steve Hooyman, President and Owner of Copper Harbor Investment Advisors, LLC, has been serving clients in investment management since 1986.  Steve has managed a regional Trust office for a large US-based bank, as well as having been Chief Investment Officer for two regional accounting firms.

Experience

  • Portfolio construction and review
  • Investment analysis and investment vehicle selection
  • Chief Investment Officer running a $2.0 billion registered investment advisory company
  • Corporate Finance experience buying and selling mid-tier companies
  • Regional Trust Manager in charge of four regional locations with 35 employees
  • Business valuation and sales experience

Education and Designations

  • MBA, University of Wisconsin – Eau Claire
  • BBA in Finance, University of Wisconsin – Eau Claire
  • Certified Financial Planner (CFP)
  • Real Estate Licensed Broker

Community Involvement

  • Oshkosh Area United Way – Finance Committee
  • Fox Valley Technical College Foundation – Board of Directors
  • Community Foundation of Fox Valley – Board of Directors, Investment Committee

Phone: (920)687-7205
Email: Steve Hooyman

Send a Message to Steve