View in portrait for best experience

Ryan Matteo

Advisor

CFP®

As an Advisor, Ryan enjoys helping clients with complex investment and estate planning decisions. He enjoys the opportunity to work with Family Office and Family CFO clients, as well as current and former athletes.

Before joining Moneta, Ryan earned his Bachelor of Arts in Political Science from Yale University, where he was a member of the Men’s Soccer team. As a former college athlete, Ryan understands the importance of teamwork and values the dedication required to achieve a common goal.

He has earned his CERTIFIED FINANCIAL PLANNER® designation through the College of Financial Planning.

Ryan enjoys spending time with his family and friends, perfecting his golf game, and training future generations of soccer players.

EDUCATION

  • B.A., Political Science, Yale University

PROFESSIONAL DEVELOPMENT

  • CERTIFIED FINANCIAL PLANNER® (CFP®)

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

VIEW ALL ARTICLES

Let’s make every moment count together…