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)441-0267
Email: Steve Hooyman