PRESIDIO FINANCIAL ADVISORS - Key Persons
Clay is the founder of Presidio Financial Advisors LLC. As a fiduciary financial advisor, Clay provides holistic guidance and investment services while putting his clients' best interests first. Prior to creating Presidio Financial Advisors, Clay served clients at both large and small financial institutions. Most recently he held the position of Vice President in commercial banking with JP Morgan Chase and Vice President at American Riviera Bank where he helped match banking and lending solutions to client needs. As a portfolio analyst at Loomis Sayles, he produced client reporting and analytics for separately managed corporations, endowments, and foundations, and crafted investment strategy commentaries. While at State Street Corporation, he oversaw and led an account controller group that was charged with the accounting and custody of mutual funds from a handful of investment companies. Over the years, Clay has most enjoyed getting to know people and how he can best help others. Clay earned a BA in economics from the College of the Holy Cross. He holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. Clay is also a member of the CFA Institute and CAIA Association.