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 construction and review

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 spending time with his wife, Kelly, and his twin girls.

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