About
Troy Dayton, CFA is a Senior Portfolio Manager at Capital Insight Partners, LLC, based in Scottsdale/Phoenix, Arizona. In this role, he is responsible for managing multi-asset class portfolios for high-net-worth individuals, corporate retirement plans, and institutional clients, leveraging his deep expertise in equity research, portfolio construction, and global investment strategy. His work focuses on rigorous financial analysis and the generation of global investment ideas aimed at delivering superior performance for clients.
Dayton’s investment focus spans global equities and multi-asset strategies, with a strong background in public equity markets and institutional asset management. At Capital Insight Partners, he helps direct strategy across a diverse range of asset classes, including equities, fixed income, and alternative investments for large and complex client portfolios such as family offices and retirement plans.
He brings over two decades of investment management experience from leading roles at Citigroup (London), Jurika & Voyles, Allianz Global Investors, and as Partner at Denver Investments, where he contributed to asset growth exceeding $2 billion prior to the firm's sale. Prior to joining Capital Insight Partners, Dayton served as Managing Director at Berg Capital Markets, LLC. He holds the Chartered Financial Analyst (CFA) designation, underscoring his analytical expertise and commitment to professional excellence in the securities and investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Insight Partners Llc. | Senior Portfolio Manager | Dec 2020 to Present | Freedom To Live An Inspired Life. As a global multi-asset class money manager, we stress a disciplined, long-term stewardship approach to investing. We offer performance and service to a limited clien... |
| Berg Capital Markets, LLC | Managing Director | Jan 2019 to Present | * “I am excited to utilize my 23 years of institutional buy-side fundamental research, portfolio management and marketing experience to help both private and public companies with corporate strategy, ... |
| Denver Investments | Partner, Co-Director of Value Research, Portfolio Manager and Research Analyst | May 2002 to Apr 2018 | — |
| Jurika & Voyles | Equity Research Analyst | Jan 1996 to Jan 2002 | * Responsible for covering the healthcare sector and food & retail industry.
* Performed deep dive competitive and valuation analysis to identify investment opportunities. Presented recommendations an... |
| Allianz Global Investors | Equity Research Associate, Manager | Nov 1998 to Jul 2001 | * “One of the key highlights of my time at Allianz was experiencing the success one could have with collaborative specialists.” Responsible for global fundamental research, financial modeling, equity ... |
| Jurika & Voyles | Equity Research Associate | Jul 1996 to Nov 1998 | * Fostered and maintained sell-side and company management relationships across multiple sectors and industries, including healthcare, machinery, technology, retail food and drug, and specialty chemic... |
| Citi | Trading Support Officer of Global Asset Management Department | Jan 1996 to Jan 1996 | * “The most difficult and the most exciting part about this work was learning about cultural diversity and communicating on an International basis as I reached out to connect with client firms across ... |
Education
Colorado State University
Bachelor of Science, Finance
1992 — 1995
Others at Capital Insight Partners, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Birmingham, AL , United States |
 | Partner | Scottsdale, AZ , United States |
 | Partner | Scottsdale, AZ , United States |