Researching Investment Firms in Green Bay?
Here’s why Copper Harbor should be your top choice, whether you’re in Northeastern Wisconsin or anywhere else in the country! We offer the experience you expect from a large firm with the personal attention only an independent, boutique practice can deliver.
Green Bay Office
Green Bay Team
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Robert J. Moore, CRPS™, MBA, Partner
Investment Advisor
Robert brings extensive experience in both individual and institutional portfolio management, with particular expertise in retirement plan services and investment research. Prior to joining Copper Harbor, he served as Vice President at Nicolet National Bank Wealth Management and Assistant Vice President at Associated Bank Wealth Management, where he was a key member of Nicolet’s Investment Committee, overseeing investment research and portfolio construction. Robert holds an MBA in Finance from Lakeland University, a BA in Accounting from St. Norbert College, and maintains his Chartered Retirement Plans Specialist designation.
Robert specializes in retirement plan services, endowment and foundation asset management, and creating customized portfolios through detailed investment research and manager due diligence. His commitment to community service includes serving on the Father Allouez Catholic School Site Advisory Committee and the St. Norbert College Gift Planning Advisory Council, while previously holding treasurer positions for both Northeast Wisconsin Pheasants Forever and Wisconsin Backcountry Hunters and Anglers.
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Miranda R. Hoffman, CFP™, CTFA™
Senior Investment Advisor
Miranda.Hoffman@CopperHarbor.US
Miranda has been serving clients in the financial services industry since 2019, specializing in wealth preservation and legacy planning strategies for affluent individuals and families. Prior to joining Copper Harbor as Senior Investment Advisor, she served as Vice President, Fiduciary Officer & Wealth Planner at Associated Trust Company N.A., where she developed expertise in comprehensive financial planning and trust services. Miranda holds a BBA in Finance from the University of Wisconsin-Eau Claire, along with her Certified Financial Planner (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations, for which she was recognized as Runner Up for The Fran M. DeMaris Award for Excellence in Trust Services.
Miranda’s approach combines detailed financial planning and portfolio customization to help clients achieve their long-term goals through retirement planning, cash flow analysis, asset allocation, trust services, fiduciary services, and estate planning strategies. She actively serves her community through involvement with Make-A-Wish Wisconsin’s Gourmet Wishes Leadership Committee, maintains membership in the Allouez Optimist Club, and volunteers with Junior Achievement of Wisconsin.
Building a Stronger Community
We are committed to giving back to the Green Bay area through active involvement in charitable and community organizations.
Compare Investment Companies in Green Bay: Meet Our Team
Every Copper Harbor client benefits from our entire team’s collective experience. Our collaborative approach means you have access to all of our experienced professionals. Learn more about this unique approach:
