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Matthew Clay
Managing Director, JRWA & Financial Advisor, AMPF
Matthew Clay is an accomplished professional in the finance industry with over 25 years of experience. His expertise lies in investment advisory, management, implementation, trading, and reporting. As a creative problem solver with strong interpersonal skills, he has successfully built and maintained strategic client relationships throughout his career.
Clay studied for his MBA at the University of Washington's Michael G. Foster School of Business, following which he obtained his Bachelor's degree from the David Eccles School of Business at the University of Utah. He completed his high schooling at Davis High School.
Throughout his career, Clay has held diverse roles at reputed organizations. Currently, he serves Jackson/Roskelley Wealth Advisors, Inc. as Managing Director, JRWA & Senior Investment Executive, RJFS. Previously, he served at Russell Investments, where he held various positions, such as Head of Fund Solutions/Business Development and Senior Investment Strategist - Implementation Services. Prior to this, he worked as Investment Performance Analyst.
With his extensive knowledge and experience, Clay specializes in Portfolio Management & Analysis, Risk Management & Analysis, Performance Measurement & Attribution Analysis, Investment Advisory and Consulting, Investment Reporting, Trade Execution, Business Development & Institutional Sales, Investment Research & Strategy Formulation, Professional Writing & Publication, and Presenting & Public Speaking.
