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