Craig Jason McCrory
Chief Investment Officer at Capital Insight Partners LLC
Craig Jason McCrory active positions
Companies | Position | Start | End |
---|---|---|---|
Capital Insight Partners LLC
Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Chief Investment Officer | 01/09/2013 | - |
Portfolio Manager-Equities | 01/09/2013 | - |
Career history of Craig Jason McCrory
Training of Craig Jason McCrory
Eller College of Management | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Undergraduate Degree | 1 |
Chief Investment Officer | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 2 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Capital Insight Partners LLC
Capital Insight Partners LLC Investment ManagersFinance Capital Insight Partners LLC is a multi-asset class portfolio manager that guides clients in strategy, portfolio management, fiduciary, and legacy needs. The private company is based in Scottsdale, AZ. The company works with high net worth families, corporate retirement plans, and institutions, and also serve as a separately managed account (SMA) institutional manager for other financial advisors and their clients. The company was founded in 2008 by Steven Thomas Nelson and Susan Christine Anastasiadis, with Steven Thomas Nelson serving as the CEO since 2008. | Finance |
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