Susan Anastasiadis

Susan Anastasiadis is a co-founder and Chief Operating Officer at Capital Insight Partners, LLC, based in Scottsdale, Arizona. In this role, she oversees strategic operations for a boutique investment advisory firm specializing in serving affluent individuals and families with minimum investable assets of $2 million. Susan is integral in providing financial planning, portfolio management for individuals and institutions, and pension consulting services.

Her investment expertise spans equity and fixed-income asset classes, with a focus on long-term wealth management and legacy planning for high-net-worth clients. She brings over 25 years of industry experience from previous positions at Foothill Securities, Inc., Securities America, Inc., and Ms Howells & Co.

Susan holds an MBA and is registered to provide advisory services in Arizona, having passed the Series 63 and 66 regulatory exams. As a significant contributor to the industry, she co-founded Capital Insight Partners in 2008 and has helped the firm manage assets exceeding $700 million, advocating a disciplined, research-driven approach to investment stewardship.