Anthony Clay
Associate at Freestone Capital Management- Claim this Profile
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Bio
Credentials
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Investment Foundations® Certificate
CFA InstituteMar, 2023- Nov, 2024 -
Bloomberg Market Concepts
Bloomberg LPDec, 2021- Nov, 2024
Experience
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Freestone Capital Management
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United States
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Financial Services
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1 - 100 Employee
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Associate
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Sep 2023 - Present
Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Washington and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Washington and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies. To learn more about Freestone, please visit our website at www.freestonecapital.com
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Whittier Trust Company
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United States
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Investment Management
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100 - 200 Employee
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Client Advisory & Investment Management Intern
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Jun 2023 - Aug 2023
📊Whittier Trust is one of the oldest and largest multifamily offices headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland & Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. The Whittier internship program is a hybrid 10-week role that allows exposure to both investment management and client advisory responsibilities. Interns assist in investment research projects focusing on specific securities, as well as structuring estate plan deliverables for current clients. Show less
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University of Washington Finance Association
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United States
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Financial Services
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1 - 100 Employee
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Finance Association Member
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Sep 2021 - Jun 2023
🎓The University of Washington Finance Association (UWFA) is a dynamic student-led organization that provides its members with a wealth of knowledge and experience related to finance, asset management, investment strategies, and financial markets. In addition to the educational meetings, UWFA brings in guest speakers from the Pacific Northwest financial services industry. These amazing opportunities provide UWFA members with the chance to meet and network with professionals in the industry, as well as possible internship opportunities. Show less
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The Investment Group at UWFA
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United States
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Financial Services
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1 - 100 Employee
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Sector Leader & Senior Analyst
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Dec 2021 - Mar 2023
🎓The Investment Group at UWFA is a highly selective team of aspiring investment professionals dedicated to advancing their knowledge of finance and investment strategy. Sector leaders within the Investment Group lead teams of junior and senior analysts, where they manage a live portfolio of U.S. securities. The Investment Group focuses on: ►Stock Research ►Financial Modeling ►Pitch Deck Presentations ►Asset Allocation 🎓The Investment Group at UWFA is a highly selective team of aspiring investment professionals dedicated to advancing their knowledge of finance and investment strategy. Sector leaders within the Investment Group lead teams of junior and senior analysts, where they manage a live portfolio of U.S. securities. The Investment Group focuses on: ►Stock Research ►Financial Modeling ►Pitch Deck Presentations ►Asset Allocation
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Merriman Wealth Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Wealth Management Intern
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Jun 2022 - Sep 2022
📊As a wealth management intern, I provided exceptional support to over 10 wealth advisors in new client acquisition and retention, utilizing effective client-facing skills and prioritizing daily client needs. Key responsibilities and achievements during the internship included: ►Developed two proprietary financial planning tools to enhance the client budget and portfolio analysis process for associate advisors ►Developed customized financial strategies for high net-worth clients using Microsoft Office programs such as Excel, Word, and PowerPoint ►Analyzed client balance sheets and cash flow statements to provide personalized retirement product solutions ►Utilized financial planning tools such as Morningstar portfolio analysis and MoneyGuide Pro in preparation of client financial plans Show less
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US Navy
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United States
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Armed Forces
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700 & Above Employee
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Aviation Electronics Technician, Petty Officer 2nd Class, Work Center Supervisor
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Jun 2016 - Aug 2019
✈VAW-126, Seahawks (Airborne Command & Control Squadron 126) - As a 210, O-level, work center supervisor, I led aviation electronics technicians in support of mission readiness and compliance with naval aviation maintenance programs. VAW-126’s homeport is located at Naval Station Norfolk, Virginia. My duties included:►Managed a specialist team of aviation electronics technicians to support VAW-126 mission readiness►Qualified as a CDI (collateral duty inspector) and subject matter expert within avionics systems►Prioritized detail-oriented maintenance action practices, adhering to strict deadlines►Collected and synthesized aircraft systems data for maintenance leadership personnel►Upheld Navy core values of honor, courage, and commitment, taking ownership of work center responsibilitiesIn addition to managerial duties, I participated in several international deployments assigned to Carrier Air Wing One in support of Carrier Strike Group Eight:►Participated in multinational exercise Lightning Handshake off the coast of Morocco►Contributed to Operation Inherent Resolve in the eastern Mediterranean Sea►Showcased aircraft capabilities at French Air Defense Week 2018 in Paris, France►Supported Operation Trident Juncture onboard the first carrier within the Arctic Circle in over 30 years Show less
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Aviation Electronics Technician Airman, Maintenance Bench Operator
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Jan 2013 - Jun 2016
⚓FRCSW (Fleet Readiness Center Southwest) - As a qualified I-level aviation electronics technician, I was responsible for operating the Consolidated Automated Support System aviation electronics testing benches. With over 3,000 aviation system repairable items to support, expertise was required for all five different testing bench configurations:►Hybrid►RF (Radio Frequency)►Comm-Nav Identification►Electro-Optical►High PowerMy responsibilities directly impacted fleet-wide mission optimization, through increased weapon system material readiness, reduced weapon system costs, reduced proliferation of peculiar support equipment, and improved tester availability for Navy-wide capabilities of existing and future electronic requirements. Some of my key duties included:►Utilizing time management systems to ensure the timely completion of tasks►Providing recommendations for tailored solutions to complex problems►Coordinating information and communication among team members►Demonstrating exceptional problem-solving skills to address issues►Learning proprietary software and databases to perform tasks effectively►Interacting with senior management to provide updates on project status Show less
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Education
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University of Washington
Bachelor of Arts - BA, Economics -
Seattle Central College
Business -
Laguna Hills High School
High School Diploma
Community
