Matthew Clay
Matthew Clay Managing Director, JRWA
"Continuous improvement is better than delayed perfection." - Mark Twain
Advisors

Matthew Clay Director of Investment Management, JRWA
Financial Advisor


Matt is an owner of Jackson/Roskelley Wealth Advisors, Inc with direct responsibility for the teams investment management. He has over 20 years of experience in the investment industry in portfolio management, providing investment advice, consulting and asset management services to a variety of client types.

As a former lead portfolio manager and primary client executive with many large multi-billion dollar institutional investors at Russell Investments, Matt has substantial experience in managing stock, bond, currency and derivative portfolios. His previous work experience includes Clearwater Analytics, Mutual of New York, Fidelity Investments and Zions Investment Securities.

Matt graduated cum laude with a bachelor’s degree in finance from the University of Utah, Salt Lake City, in 1996, and a Master of Business Administration degree in investment finance from the University of Washington in Seattle, where he graduated as MBA Student of the Year.

Matt is currently vice president of his homeowner’s association. He is an avid soccer fan, as an observer and a player, and also enjoys playing golf and most outdoor activities. To unwind, Matt plays the piano.

Originally from Seattle, Matt currently lives in Gilbert, Arizona, with his wife, Stephanie and their three children.

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Contact Jackson/Roskelley Wealth Advisors, Inc. We respond to all inquiries within 48 hours.

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