Monthly Recap – January 2025
February 10, 2025
Monthly Observations “January Effect” Starts 2025 on Solid Foot Markets started the month ...
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.
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