M

Matthew Clay's
email & phone

Current Position:

Partner, Managing Director, Wealth Advisor at Steward Partners

Experience:

28 years

Location:

Gilbert, Arizona, United States

How to contact Matthew Clay

Last updated:2025-09-13
emailc****m@stewardpartners.com
phone+1-***-***-0316
LinkedIn
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GitHub
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Analytics

According to LinkedIn Matthew Clay started working on 1997, then the employee has changed 4 companies and 8 jobs. On average, Matthew Clay works for one company for 3 years. Matthew Clay has been working as a Partner, Managing Director, Wealth Advisor for Steward Partners for 184 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Partner, Managing Director, Wealth Advisor at Steward Partners

May 2025 - Current

Managing Director and Private Wealth Advisor at Ameriprise Financial Services, LLC

Oct 2023 - May 2025

Managing Director, JRWA & Senior Investment Executive, RJFS at Jackson Roskelley Wealth Advisors

Sep 2016 - Oct 2023

Portfolio Manager - Overlay Services at Russell Investments

Aug 2010 - Sep 2016

Head of Fund Solutions/Business Development at Clearwater Analytics (CWAN)

Apr 2009 - Aug 2010

Head of Short-Term Investments Business Growth & Development at Russell Investments

Jul 2007 - Apr 2009

Senior Investment Strategist - Implementation Services at Russell Investments

Apr 2006 - Jul 2007

Senior Portfolio Manager - Transition Management at Russell Investments

Apr 2000 - Mar 2006

Investment Performance Analyst at Russell Investments

Apr 1997 - Jan 1999

Education

MBA at University of Washington - Michael G. Foster School of Business

Bachelor’s Degree at University of Utah - David Eccles School of Business

High School at Davis High School

Current Company Information Steward Partners

Name: Steward Partners

Speciality: Wealth Management, Institutional Consulting, Asset Management, International Advisory, Family Office, Financial Planning

Location: Stamford, Connecticut, United States

Employees: 200-500

Description: Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our professionals deliver comp...

Skills

derivatives trading, Financial Services, private equity, Finance, trading strategies, fx options, equity research, Wealth Management, asset management, institutional investments, Business Strategy, swaps, financial modeling, interest rate derivatives, Management, credit derivatives, Interest Rate, equity capital markets, life and health insurance license, equity valuation, fx trading, Securities, Investments, written & oral presentation skills, equity derivatives, Institutional, investment strategies, Capital Markets, fx hedging, fx derivatives, charles river ims, Written & Oral, Investment Management, equities, portfolio management, Strategy, Derivatives, asset allocation, fixed income, mutual funds, hedge funds, Financial Planning, barra aegis, Business Development, alternative investments, swaptions, asset managment, equity trading, bloomberg, client presentation, Leadership, financial analysis, investment advisory, business writing, Client Relations, risk management

Frequently Asked Questions

What is Matthew Clay's minimum period of employment in the companies?

Matthew Clay's minimum period of employment in various companies is 1 year 3 months.

What is Matthew Clay's average duration of employment for different companies?

On average, Matthew Clay works for one company for 3 years 4 months

What industries has Matthew Clay worked in?

Matthew Clay works in the Financial Services. Previously, Matthew Clay worked in the Computer Software.

What positions has Matthew Clay held before?

Previously, Matthew Clay worked as a Managing Director and Private Wealth Advisor, and Managing Director, JRWA & Senior Investment Executive, RJFS, and Portfolio Manager - Overlay Services, and Head of Fund Solutions/Business Development, and Head of Short-Term Investments Business Growth & Development.

How do I contact Matthew Clay?

Matthew Clay's email address is c****m@stewardpartners.com, phone number is +1-***-***-0316. Sign up to get contact details.

Who is the CEO of the Steward Partners?

The CEO of the Steward Partners is James Gold
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Matthew Clay Namesakes

Name
Company
Position
M
Construction Supervisor
M
Business Development Representative
M
TJ Inspection, Inc.
Trainer/Auditor/Analyst
M
Senior Staff Accountant/Certified Public Accountant
M
Software Engineer & Quality Reviewer for AI Training Data
m
Buckhorn Steakhouse & Catering
Grillmaster

Other employees at Steward Partners

Name
Company
Position
Q
Client Adminsitrative Manager
J
Human Resources Business Partner
C
Registered Client Administrative Manager
M
Vice President | Partner | Divisional Supervisory Officer
E
Licensed Operations Specialist
B
Vice President | Wealth Management Associate | Partner
F
Managing Director & Partner
R
Director, Wealth Manager
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