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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.

Fourth Quarter Investment Report

Fourth Quarter Investment Report

January 13, 2025

The year 2024 is now quickly in the rearview mirror as 2025 has already brought its fair share of even...

Monthly Recap – December 2024

Monthly Recap – December 2024

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Monthly Observations Unseasonal End to a Solid Year The Trump 2.0 trade and growing expectations for a...

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

At Last You’re Retired. Time For That Vacation Home? Not so Fast.

January 3, 2025

The third age of retirement: enjoying retirement.  Someday, you may have told yourself, I’ll have that...

Tax strategies for executive compensation packages 

Tax strategies for executive compensation packages 

January 3, 2025

Tax strategies for executive compensation packages  A guide for business leaders navigating a maz...

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