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Craig McCrory

Craig McCrory

Partner at Capital Insight Partners, LLC

Scottsdale, AZ , United States

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

OrganizationRoleDate RangeDetails
Capital Insight Partners, LLCPartnerSep 2013 to Present
Capital Insight Partners, LLCPortfolio ManagerJul 2011 to Sep 2013
Capital Insight Partners, LLCAssociateMar 2009 to Jul 2011
HK Financial, Inc.Planning AssistantJan 2005 to Jan 2008
DuCharme, McMillen & Associates, Inc.Staff ConsultantJan 2001 to Jan 2005

Education

University of Arizona, Eller College of Management

Business Management

1997 2001

Others at Capital Insight Partners, LLC (3)

NameRoleLocation
Caleb Cranton
Caleb Cranton
Portfolio ManagerBirmingham, AL , United States
Susan Anastasiadis
Susan Anastasiadis
PartnerScottsdale, AZ , United States
T
Troy Dayton
Senior Portfolio ManagerPhoenix, AZ , United States