Steven Mahan

Steven T. Mahan, CFA, serves as Senior Portfolio Manager at Capital Insight Partners, LLC in Scottsdale, Arizona, where he oversees investment management for high-net-worth individuals, families, institutions, and corporate retirement plans. He is responsible for generating investment strategies, managing multi-asset class portfolios, and delivering tailored advisory services rooted in prudent, long-term stewardship.

With expertise in equity and fixed income securities, Steven specializes in portfolio construction across global asset classes including domestic and international stocks, bonds, and alternative investments for clients with complex financial needs. His focus areas include strategic asset allocation, risk management, and legacy wealth planning for clients with substantial investment portfolios.

Steven holds a Bachelor of Business Administration in Finance from Northern Arizona University and is a CFA charterholder. Before joining Capital Insight Partners in 2021, he gained business development experience at UPS in sales and account management roles. Recognized for his disciplined and research-driven approach, Steven contributes to the firm's commitment to ethical investing, collaborative client service, and independent portfolio management.