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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.

Protecting You From WhatsApp Impersonation Scams

Protecting You From WhatsApp Impersonation Scams

May 20, 2025

An Important security alert. This post aims to address a concerning trend in financial fraud: imperson...

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

“Down Goes Frazier”:  Moody’s Downgrade of US Sovereign Debt

May 19, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and Research Howard Cosell’s immortal words ...

Disaster Response 

Disaster Response 

May 19, 2025

On Friday, May 16, an EF3 tornado touched down in Clayton, traveled though Forest Park, and swept thro...

Monthly Recap – April 2025

Monthly Recap – April 2025

May 7, 2025

Monthly Observations Market “Liberates” Itself from Sharp Early Drawdown Investors faced e...

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