Copper Harbor Investment Advisors, LLC

Steven Hooyman is a CFP® with 26 years of industry experience and has been with Copper Harbor Investment Advisors, LLC since 2013. He is based in Appleton, WI, and holds a Series 63 license. Copper Harbor Investment Advisors provides investment advice and financial planning to a range of clients including individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, utilizing fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.

Amy Sitter is a financial advisor at Copper Harbor Investment Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Copper Harbor since 2016, following three years at US Bank. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, charitable/non-profit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, managing portfolios in accordance with written Investment Policy Statements and offering services that include discretionary portfolio management and retirement plan advisory.

Robert Moore is a financial advisor at Copper Harbor Investment Advisors, LLC in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. He previously worked at Associated Bank from 2013 to 2020 before joining Nicolet Advisory Services, LLC. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, charitable/nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach, primarily focusing on equities and fixed income, and offers discretionary portfolio management alongside retirement plan advisory services.

Jesse Nelson is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Copper Harbor Investment Advisors, LLC since 2019 and previously worked at KerberRose Wealth Management, LLC and Associated Trust Company NA. Jesse is based in Appleton, WI, and is part of a six-advisor team. Copper Harbor Investment Advisors provides investment advice and financial planning to a diverse client base, including high-net-worth individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focusing on equities and fixed income, using fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.

Ramon Garrido Mateos is a financial advisor at Copper Harbor Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at KerberRose Wealth Management, LLC and Associated Bank. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, using fundamental analysis and third-party research to select investments.

Miranda Hoffman is a CFP® professional with over one year of industry experience. She is currently with Copper Harbor Investment Advisors, LLC and has prior experience at Associated Trust Company, Orgel Wealth Management, and Edward Jones. Outside of finance, her background includes roles at Hunters Glen Golf Club and University of Wisconsin - Eau Claire. Copper Harbor Investment Advisors serves individuals, pension plans, trusts, and various entities, offering discretionary portfolio management and retirement plan advisory services. The firm emphasizes a long-term, allocation-driven investment approach using fundamental analysis and third-party research, managing approximately $665 million across about 200 client relationships.