Clay Skurdal, Cepa®, Riskbridge Advisors
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Clay Skurdal, Cepa®, Riskbridge Advisors Email & Phone Number

Liquidity & Exit Planning (Certified Exit Planning Advisor) | Risk-Aware Portfolio Construction | Trust & Estate Advisory | Lifestyle & Legacy Asset Planning | Risk, Liability, & Insurance Reviews at RiskBridge Advisors
Location: Eugene, Oregon, United States 4 work roles 2 schools
1 work email found @fieldpointprivate.com 3 phones found area 541 and 212 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email c****@fieldpointprivate.com
Direct phone (541) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Liquidity & Exit Planning (Certified Exit Planning Advisor) | Risk-Aware Portfolio Construction | Trust & Estate Advisory | Lifestyle & Legacy Asset Planning | Risk, Liability, & Insurance Reviews
Location
Eugene, Oregon, United States

Who is Clay Skurdal, Cepa®, Riskbridge Advisors? Overview

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Quick answer

Clay Skurdal, Cepa®, Riskbridge Advisors is listed as Liquidity & Exit Planning (Certified Exit Planning Advisor) | Risk-Aware Portfolio Construction | Trust & Estate Advisory | Lifestyle & Legacy Asset Planning | Risk, Liability, & Insurance Reviews at RiskBridge Advisors, based in Eugene, Oregon, United States. AeroLeads shows a work email signal at fieldpointprivate.com, phone signal with area code 541, 212, and a matched LinkedIn profile for Clay Skurdal, Cepa®, Riskbridge Advisors.

Clay Skurdal, Cepa®, Riskbridge Advisors previously worked as Managing Director | Principal at Riskbridge Advisors and Managing Director | Senior Advisor at Fieldpoint Private. Clay Skurdal, Cepa®, Riskbridge Advisors holds Bachelor Of Science (B.S.), Political Science from Montana State University-Bozeman.

Company email context

Email format at RiskBridge Advisors

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*@fieldpointprivate.com
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AeroLeads found 1 current-domain work email signal for Clay Skurdal, Cepa®, Riskbridge Advisors. Compare company email patterns before reaching out.

Profile bio

About Clay Skurdal, Cepa®, Riskbridge Advisors

Clay Skurdal is a Managing Director and Principal at RiskBridge Advisors, a boutique wealth management firm that works closely with business owners, corporate executives, multi-generational families, and foundations/endowments. He is also a Certified Exit Planning Advisor, a credential that demonstrates his expertise in helping clients plan for the transition of their businesses and wealth.Since 1983 Clay and his team have been creating better financial outcomes for families and businesses by having a deep understanding of the family or business goals and why their wealth exists. Through this process he identifies opportunities to create value by identifying what is currently being overlooked or under delivered by the clients current advisors. Clay is committed to providing unconflicted, customized, and diversified solutions that align with his clients' goals and values. He also has a deep knowledge of pre-liquidity planning for entrepreneurs, as well as wealth transfer and risk management strategies.Clay is an active and engaged member of his community, serving on several non-profit boards and supporting various causes. He is currently a Trustee for the Phi Sigma Kappa National Foundation, and a Board Member of Marist Catholic High School. He has also been involved with Eugene Opera, O'Hara Catholic School Foundation, The Child Center, and Volunteers in Medicine. He is a graduate of the FBI Citizens Academy and an Eagle Scout.Clay lives in Eugene, Oregon with his wife Colette and their three adult children. He is a native of Williston, North Dakota and a graduate of Montana State University.

Listed skills include Wealth Management, Leadership, Financial Services, Series 63, and 46 others.

Current workplace

Clay Skurdal, Cepa®, Riskbridge Advisors's current company

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RiskBridge Advisors
Riskbridge Advisors
Liquidity & Exit Planning (Certified Exit Planning Advisor) | Risk-Aware Portfolio Construction | Trust & Estate Advisory | Lifestyle & Legacy Asset Planning | Risk, Liability, & Insurance Reviews
AeroLeads page
4 roles

Clay Skurdal, Cepa®, Riskbridge Advisors work experience

A career timeline built from the work history available for this profile.

Managing Director | Principal

Current

Norwalk, Ct, Us

At RiskBridge Mr. Skurdal is responsible for business development and advisory services delivered to high-net-worth families, businesses, and foundations on all aspects of their wealth, sitting on the same side of the table with his clients in a conflict-averse advisory capacity.Mr. Skurdal joined RiskBridge in 2021 with 35 years of experience, including leading one of the largest wealth management practices in the Northwest, with over 100 advisors and over $7 billion in client assets. Before joining RiskBridge, Mr. Skurdal was at Fieldpoint Private and served more than 30 years at Morgan Stanley Smith Barney and its predecessor firms. He began his career at E.F. Hutton. Mr. Skurdal attended Montana State University, where he earned his B.S. in Political Science.

Feb 2021 - Present

Managing Director | Senior Advisor

Greenwich, Ct, Us

Jun 2016 - Feb 2021

Senior Vice President | Branch Manager

New York, Ny, Us

Aug 1983 - Jan 2011
2 education records

Clay Skurdal, Cepa®, Riskbridge Advisors education

Bachelor Of Science (B.S.), Political Science

Montana State University-Bozeman

High School Diploma

Williston High School
FAQ

Frequently asked questions about Clay Skurdal, Cepa®, Riskbridge Advisors

Quick answers generated from the profile data available on this page.

What company does Clay Skurdal, Cepa®, Riskbridge Advisors work for?

Clay Skurdal, Cepa®, Riskbridge Advisors works for RiskBridge Advisors.

What is Clay Skurdal, Cepa®, Riskbridge Advisors's role at RiskBridge Advisors?

Clay Skurdal, Cepa®, Riskbridge Advisors is listed as Liquidity & Exit Planning (Certified Exit Planning Advisor) | Risk-Aware Portfolio Construction | Trust & Estate Advisory | Lifestyle & Legacy Asset Planning | Risk, Liability, & Insurance Reviews at RiskBridge Advisors.

What is Clay Skurdal, Cepa®, Riskbridge Advisors's email address?

AeroLeads has found 1 work email signal at @fieldpointprivate.com for Clay Skurdal, Cepa®, Riskbridge Advisors at RiskBridge Advisors.

What is Clay Skurdal, Cepa®, Riskbridge Advisors's phone number?

AeroLeads has found 3 phone signal(s) with area code 541, 212 for Clay Skurdal, Cepa®, Riskbridge Advisors at RiskBridge Advisors.

Where is Clay Skurdal, Cepa®, Riskbridge Advisors based?

Clay Skurdal, Cepa®, Riskbridge Advisors is based in Eugene, Oregon, United States while working with RiskBridge Advisors.

What companies has Clay Skurdal, Cepa®, Riskbridge Advisors worked for?

Clay Skurdal, Cepa®, Riskbridge Advisors has worked for Riskbridge Advisors, Fieldpoint Private, Morgan Stanley Wealth Management, and Ef Hutton.

How can I contact Clay Skurdal, Cepa®, Riskbridge Advisors?

You can use AeroLeads to view verified contact signals for Clay Skurdal, Cepa®, Riskbridge Advisors at RiskBridge Advisors, including work email, phone, and LinkedIn data when available.

What schools did Clay Skurdal, Cepa®, Riskbridge Advisors attend?

Clay Skurdal, Cepa®, Riskbridge Advisors holds Bachelor Of Science (B.S.), Political Science from Montana State University-Bozeman.

What skills is Clay Skurdal, Cepa®, Riskbridge Advisors known for?

Clay Skurdal, Cepa®, Riskbridge Advisors is listed with skills including Wealth Management, Leadership, Financial Services, Series 63, Finra, Management, Finance, and Alternative Investments.

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