About
Anthony Clay is a Wealth Manager at Lido Advisors, LLC, based in Bellevue, WA, where he advises high-net-worth clients on comprehensive wealth management solutions. His responsibilities include helping clients strategize around investment portfolios, tax and estate planning, and holistic wealth preservation in alignment with Lido’s family office approach.
He actively covers a range of asset classes, with a focus on core and alternative investment strategies aimed at risk mitigation and portfolio diversification for individuals and families. Through his role, he brings in-depth experience in bespoke investment planning, addressing diverse financial needs across multiple sectors that are critical to high-net-worth clientele.
Anthony’s background includes serving as an Associate at Lido Advisors and contributing as Board Member and Fundraising Co-Chair at the Seattle Finance Collective. He holds degrees from the University of Washington and Seattle Central College, underscoring his commitment to financial education and community engagement.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Lido Advisors, LLC | Wealth Manager | Apr 2025 to Present | Lido’s family office style delivers access to sophisticated strategies once available only to the ultra-wealthy. Our robust in-house platform enables us to build customized and pooled investments quic... |
| Seattle Finance Collective | Board Member - Fundraising Co-Chair | Apr 2024 to Present | Established in 2016, the Seattle Finance Collective is a 501(c)(3) nonprofit organization with the core mission of building a community of finance professionals from diverse backgrounds and fostering ... |
| Lido Advisors, LLC | Associate | Aug 2024 to Apr 2025 | — |
| Freestone Capital Management | Associate | Sep 2023 to Jun 2024 | 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, intell... |
| Whittier Trust Company | Client Advisory and Investment Management Intern | Jun 2023 to 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,... |
| University of Washington Investment Group | Analyst | Sep 2021 to Jun 2023 | 🎓The University of Washington Investment Group (UWIG) is a dynamic student-led organization that provides its members with a wealth of knowledge and experience related to finance, asset management, i... |
| University of Washington Investment Group | Sector Leader and Senior Analyst | Dec 2021 to Mar 2023 | 🎓The UWIG maintains a team of aspiring investment professionals dedicated to advancing their knowledge of finance and investment strategy. Sector leaders within the Investment Group lead teams of jun... |
| Merriman Wealth Management, LLC | Wealth Management Intern | Jun 2022 to 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 clie... |
| US Navy | Aviation Electronics Technician, Petty Officer 2nd Class, Work Center Supervisor | Jun 2016 to 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 nav... |
| US Navy | Aviation Electronics Technician, Airman, Maintenance Bench Operator | Jan 2013 to 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 testi... |
Education
University of Washington
Seattle Central College
Skills & Expertise
Client Services
Financial Planning
Interpersonal Communication
Leadership
Teamwork
Financial Services
Time Management
Written Communication
Public Speaking
Investment Research
Economic Research
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Others at Lido Advisors, LLC (22)
| Name | Role | Location |
|---|---|---|
 | Vice President, Investments and Analytics | Santa Monica, CA , United States |
 | Senior Vice President, Senior Portfolio Strategist | CA , United States |
 | Associate, Trading and Investments | Walnut, CA , United States |
 | EVP, Portfolio Manager | Boston, MA , United States |
 | Head Trader - SVP | New York, NY , United States |
 | Senior Vice President Reseach and Investments | Los Angeles, CA , United States |
 | Associate, Trading and Investments | Malibu, CA , United States |
 | Senior Associate | San Diego, CA , United States |
 | Trader | Chicago, IL , United States |
 | Chief Investment Officer | Los Angeles, CA , United States |
Showing 1-10 of 22 team members
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