Craig Mccrory

Craig J. McCrory is a CFA charterholder who serves as a Partner and Chief Investment Officer at Capital Insight Partners, LLC, a Scottsdale, Arizona-based wealth and investment management firm founded in 2008. In this role he oversees the firm's investment strategy, research, and portfolio management, chairs the firm's investment committee, and develops the asset-allocation and security-selection frameworks used across client accounts. According to available records, he progressed through the firm from Associate to Portfolio Manager before reaching Partner.

His investment specialty is public-market portfolio management — public equity and fixed income — with an emphasis on prudent, long-term strategies built on both market-cap-weighted and equally-weighted index approaches. The firm's client base is composed primarily of high-net-worth individuals and families, along with corporate retirement plans and institutions; industry directories place the firm at roughly $730 million in assets under management.

McCrory holds a B.S. from The University of Arizona. Prior to Capital Insight Partners, he worked as a Staff Consultant at DuCharme, McMillen & Associates, a corporate tax firm. He is registered as an investment adviser representative (SEC/IAPD individual CRD 4986130).

In January 2026, Capital Insight Partners was acquired by EP Wealth Advisors, with its team (reported as nine professionals) joining EP Wealth. Public coverage of the transaction named co-founder Susan Anastasiadis as an incoming SVP but did not specifically detail McCrory's post-acquisition role.

• Manages public-market portfolios — public equity and fixed income — rather than private/startup investments.
• Emphasizes prudent, long-term strategies using both market-cap-weighted and equally-weighted index approaches.
• Serves high-net-worth families, corporate retirement plans, and institutions, integrating portfolio management with broader financial planning (tax, retirement, estate, insurance).
• Chairs the firm's investment committee, driving asset-allocation and security-selection decisions.
• *No stated angel/seed-stage thesis, check size, or startup screening criteria could be verified from any source.*