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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.

Monthly Recap – February 2025

Monthly Recap – February 2025

March 6, 2025

MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum ...

The Trump 2.0 Trade: Over Before it Started?

The Trump 2.0 Trade: Over Before it Started?

March 4, 2025

Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strat...

How to ensure your retirement is as successful as your career 

How to ensure your retirement is as successful as your career 

March 3, 2025

Translating complex executive compensation into your dream retirement  In the fast-paced world of corp...

A Freeze Precedes a Drought

A Freeze Precedes a Drought

February 27, 2025

Post by Deb Dubin, Chief Philanthropy Officer. Executive Orders (EO) signed by the President in Januar...

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