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Anthony Clay - Vice President, Client Relationship Manager

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Anthony Clay

Anthony Clay

Vice President, Client Relationship Manager

Bellevue, WA

Anthony brings discipline, a thoughtful approach, and a commitment to helping clients make informed financial decisions with confidence.
Office Locations Served
Professional Summary

Anthony advises successful professionals, technology leaders, business owners, and families on the complex financial decisions that accompany significant wealth. He helps clients navigate concentrated stock positions, equity compensation, tax-efficient investment strategies, retirement planning, and wealth transfer, bringing a disciplined, long-term approach tailored to each client’s goals.

Previous Work Highlights

Before joining Lido Advisors, Anthony was an Associate at Freestone Capital Management in Seattle. He also served seven years in the United States Navy as a Petty Officer Second Class and Aviation Electronics Technician, where he developed the discipline, accountability, and commitment to service that continue to shape his approach to advising clients today.

Personal Facts

Anthony’s free time is spent with his wife, seeking out new restaurants, and giving back through his work on the board of a local nonprofit — all while making the most of everything the Pacific Northwest has to offer.

Education & Certifications

B.A., Economics, University of Washington

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Anthony Clay

Meet the Rest of the Bellevue, WA team


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Start a conversation with our team about your goals and how Lido can help. Prefer to schedule by phone? Call us: (800) 301-5436

Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

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Brennan Fontana

Brennan Fontana

Senior Vice President, Advisor-Client Matchmaking

By submitting the form, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.