About
Craig J. McCrory, CFA is a Partner and the Chief Investment Officer at Capital Insight Partners, LLC in Scottsdale, Arizona. In this leadership role, he is responsible for overseeing the firm’s investment strategy, research, and portfolio management activities for a clientele comprised primarily of high-net-worth individuals and families. He guides the investment process and chairs the firm's investment committee, where he develops and implements asset allocation and security selection strategies.
Mr. McCrory specializes in public equity and fixed income portfolio management, with a strong focus on prudent, long-term strategies using both market-cap weighted and equally weighted index approaches. He follows U.S. equity markets closely, analyzing broad-market and sector trends—including concentration risk among mega-cap stocks and the implications for client portfolios. His investment expertise includes navigating macroeconomic policy changes and their impact on equities and bonds.
Prior to joining Capital Insight Partners, Craig McCrory held roles as a portfolio manager, developing a reputation for disciplined, research-driven investment decisions. He is a CFA charterholder, reflecting substantial expertise and a commitment to ethical standards in investment management. McCrory has over 18 years of experience in the industry, contributing educational insights through market commentary and updates for clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Insight Partners, LLC | Partner | Sep 2013 to Present | — |
| Capital Insight Partners, LLC | Portfolio Manager | Jul 2011 to Sep 2013 | — |
| Capital Insight Partners, LLC | Associate | Mar 2009 to Jul 2011 | — |
| HK Financial, Inc. | Planning Assistant | Jan 2005 to Jan 2008 | — |
| DuCharme, McMillen & Associates, Inc. | Staff Consultant | Jan 2001 to Jan 2005 | — |
Education
University of Arizona, Eller College of Management
Business Management
1997 — 2001
Others at Capital Insight Partners, LLC (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Birmingham, AL , United States | |
| Partner | Scottsdale, AZ , United States | |
T Troy Dayton | Senior Portfolio Manager | Phoenix, AZ , United States |