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Clay Sutton Email & Phone Number
Managing Director - Portfolio Management and Aggregation Strategy
at
Schwab Wealth Investment Advisory (SWIA)
1 work email found
@schwab.com
2 phones found area 919 and 800
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director - Portfolio Management and Aggregation Strategy
Location
Raleigh, North Carolina, United States
Company size
Who is Clay Sutton? Overview
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Quick answer
Clay Sutton is listed as Managing Director - Portfolio Management and Aggregation Strategy at Schwab Wealth Investment Advisory (SWIA), a with 20505 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 919, 800, and a matched LinkedIn profile for Clay Sutton.
Clay Sutton previously worked as Managing Director - Portfolio Management & Aggregation Strategy at Schwab Wealth Investment Advisory (Swia) and Managing Director - Investor Services Platform & Product Management at Charles Schwab. Clay Sutton holds Certificate In Financial Planning, Financial Planning And Services from Florida State University.
Company email context
Email format at Schwab Wealth Investment Advisory (SWIA)
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{first}.{last}@schwab.com
89% confidence
AeroLeads found 1 current-domain work email signal for Clay Sutton. Compare company email patterns before reaching out.
Profile bio
About Clay Sutton
Clay Sutton is a Managing Director - Portfolio Management and Aggregation Strategy at Schwab Wealth Investment Advisory (SWIA). He possess expertise in financial services, portfolio management, product management, business analysis, wealth management and 14 more skills.
Listed skills include Financial Services, Portfolio Management, Product Management, Business Analysis, and 15 others.
Current workplace
Clay Sutton's current company
Company context helps verify the profile and gives searchers a useful next step.
Schwab Wealth Investment Advisory (Swia)
8 roles
Clay Sutton work experience
A career timeline built from the work history available for this profile.
Managing Director - Portfolio Management & Aggregation Strategy
Managing Director - Investor Services Platform & Product Management
Sep 2015 - Feb 2016
Director Of Platform Technology
Oct 2011 - Sep 2015
Senior Team Manager - Technical Product Management
Schwab Performance Technologies
My team was responsible for all 3rd party integration with the PortfolioCenter core product set, in addition to the installation and configuration of those products in both the Schwab data center and Advisor offices. Key areas of team responsibility included custodial interfaces, integration with trade order management systems, production support, custom work, and participation in the Schwab Intelligent Integration project.
Aug 2010 - Oct 2011
Product Manager
Schwab Performance Technologies
As a member of the PortfolioCenter product management team my responsibilities included requirements gathering and use case creation. In addition I was the primary SME through the development process, documentation, marketing, and sales\service training. Beyond my core responsibilities I frequently participated in projects across the Schwab Advisor Services and Schwab retail organizations as an advisor technology SME.
Aug 2007 - Aug 2010
Quality Assurance Engineer
Schwab Performance Technologies
As a QA Engineer my job was to assure the highest level of quality in SPT products by designing, building, and executing testing scenarios in both manual and automated form.
Mar 2007 - Aug 2007
Technical Support Specialist
Schwab Performance Technologies
Provided end user technical support to clients of Schwab Performance Technologies and Schwab Institutional. Primarily supported the PortfolioCenter desktop application for independent financial advisors, with additional experience in supporting trade order management systems and the Schwab custodial platform
Nov 2001 - Feb 2007
Team & coworkers
Colleagues at Schwab Wealth Investment Advisory (SWIA)
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
MM
Michael Mangual
Colleague at Schwab Wealth Investment Advisory (Swia)Chicago, Illinois, United States
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CS
Colin Spain
Colleague at Schwab Wealth Investment Advisory (Swia)Orlando, Florida, United States
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MW
Mark Werner
Colleague at Schwab Wealth Investment Advisory (Swia)Los Angeles, California, United States
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LK
Lukas Kral
Colleague at Schwab Wealth Investment Advisory (Swia)Grafton, Wisconsin, United States
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LG
Lauren Goeddel
Colleague at Schwab Wealth Investment Advisory (Swia)Scottsdale, Arizona, United States
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MO
Mark Olson
Colleague at Schwab Wealth Investment Advisory (Swia)Papillion, Nebraska, United States
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EB
Edo Budiarso
Colleague at Schwab Wealth Investment Advisory (Swia)Hayward, California, United States
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JN
Judith Nicholson
Colleague at Schwab Wealth Investment Advisory (Swia)Englewood, Colorado, United States
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PD
Priya Darsini Thangaraj Csa, Cpba
Colleague at Schwab Wealth Investment Advisory (Swia)Dallas-Fort Worth Metroplex, United States
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SW
Sean Worthington
Colleague at Schwab Wealth Investment Advisory (Swia)Los Angeles Metropolitan Area, United States
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Michael Mangual
Colleague at Schwab Wealth Investment Advisory (Swia)Chicago, Illinois, United States
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CS
Colin Spain
Colleague at Schwab Wealth Investment Advisory (Swia)Orlando, Florida, United States
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MW
Mark Werner
Colleague at Schwab Wealth Investment Advisory (Swia)Los Angeles, California, United States
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LK
Lukas Kral
Colleague at Schwab Wealth Investment Advisory (Swia)Grafton, Wisconsin, United States
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LG
Lauren Goeddel
Colleague at Schwab Wealth Investment Advisory (Swia)Scottsdale, Arizona, United States
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MO
Mark Olson
Colleague at Schwab Wealth Investment Advisory (Swia)Papillion, Nebraska, United States
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EB
Edo Budiarso
Colleague at Schwab Wealth Investment Advisory (Swia)Hayward, California, United States
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JN
Judith Nicholson
Colleague at Schwab Wealth Investment Advisory (Swia)Englewood, Colorado, United States
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PD
Priya Darsini Thangaraj Csa, Cpba
Colleague at Schwab Wealth Investment Advisory (Swia)Dallas-Fort Worth Metroplex, United States
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SW
Sean Worthington
Colleague at Schwab Wealth Investment Advisory (Swia)Los Angeles Metropolitan Area, United States
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2 education records
Clay Sutton education
Certificate In Financial Planning, Financial Planning And Services
Bachelor Of Science (B.S.), Finance
FAQ
Frequently asked questions about Clay Sutton
Quick answers generated from the profile data available on this page.
What company does Clay Sutton work for?
Clay Sutton works for Schwab Wealth Investment Advisory (SWIA).
What is Clay Sutton's role at Schwab Wealth Investment Advisory (SWIA)?
Clay Sutton is listed as Managing Director - Portfolio Management and Aggregation Strategy at Schwab Wealth Investment Advisory (SWIA).
What is Clay Sutton's email address?
AeroLeads has found 1 work email signal at @schwab.com for Clay Sutton at Schwab Wealth Investment Advisory (SWIA).
What is Clay Sutton's phone number?
AeroLeads has found 2 phone signal(s) with area code 919, 800 for Clay Sutton at Schwab Wealth Investment Advisory (SWIA).
Where is Clay Sutton based?
Clay Sutton is based in Raleigh, North Carolina, United States while working with Schwab Wealth Investment Advisory (SWIA).
What companies has Clay Sutton worked for?
Clay Sutton has worked for Schwab Wealth Investment Advisory (Swia), Charles Schwab, Windhaven Investment Management, and Schwab Performance Technologies.
Who are Clay Sutton's colleagues at Schwab Wealth Investment Advisory (SWIA)?
Clay Sutton's colleagues at Schwab Wealth Investment Advisory (SWIA) include Michael Mangual, Colin Spain, Mark Werner, Lukas Kral, and Lauren Goeddel.
How can I contact Clay Sutton?
You can use AeroLeads to view verified contact signals for Clay Sutton at Schwab Wealth Investment Advisory (SWIA), including work email, phone, and LinkedIn data when available.
What schools did Clay Sutton attend?
Clay Sutton holds Certificate In Financial Planning, Financial Planning And Services from Florida State University.
What skills is Clay Sutton known for?
Clay Sutton is listed with skills including Financial Services, Portfolio Management, Product Management, Business Analysis, Wealth Management, Asset Management, Quality Assurance, and Software Development.
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