CAPITAL INSIGHT
P A R T N E R S
PARTNER BIOGRAPHIES
Susan C. Anastasiadis
Partner
Prior to co-founding the firm, Susan and Steve worked together at Merrill Lynch. She also has experience working for Charles Schwab & Co.
Susan has a Bachelor of Arts degree in Business Administration from Western Washington University in Bellingham and a Master of Business Administration degree from the W.P. Carey School at Arizona State University. She is a member of the firm's Investment Committee focusing on the consumer and financial sectors. Susan and her husband Brian share their home with a son and two cats.
Pamela D. Grieco
Partner
Pamela worked as a Director, Wealth Advisor for Harris Private Bank in Phoenix. She provided comprehensive financial services to affluent clients including private banking, financial planning, investment management, wealth transfer and estate planning solutions. Prior to Harris, Pamela worked as a portfolio manager for Northern Trust and managed over $400 million in assets. Pamela has more than 15 years of experience in the financial services industry.
Pamela earned a Bachelor's degree in accounting from Caldwell College, New Jersey and a Master's degree in economics from Montclair University, New Jersey. She serves on the board of the Central Arizona Estate Planning Council, Community Health Charities, and the Channel 8 Planned Giving Committee. She was born and raised in Ireland, but has made Phoenix her home since moving here with her son and daughter in 1997.
Lance T. Knight, CRPC
Partner
Lance was with Merrill Lynch as a Vice President and Business Financial Advisor for nine years. He focused his practice on the unique wealth management needs of business owners, entrepreneurs and their families. He brings to clients a planning perspective as a holder of the Chartered Retirement Planning Counselor (CRPC) designation. This is conferred through the College For Financial Planning.
Earlier in his financial services career, Lance worked as a commercial lender in the banking sector. He was an integral part of both de novo and established banks. Since Capital Insight Partners assists clients with both sides of their balance sheets, his credit and planning perspective differentiate the firm. A resident since 1993, Lance heads our Las Vegas office. He attended Northern Arizona University and attained a Bachelor of Science degree. His wife Tara is an interior designer. They have three children who play hockey plus other sports and share a love for the outdoors.
Steven T. Nelson, CFA
Chief Executive Officer
Prior to co-founding Capital Insight Partners, Steve was with Merrill Lynch in Scottsdale. Before that, he served as a Principal at Lowry Hill and oversaw more than $500 million. He has over two decades of experience.
Steve's degrees are a Bachelor of Science from St. John's University and a Master of Business Administration from the University of St. Thomas. He holds the Chartered Financial Analyst designation. Steve is a member of the Board of Directors of the Catholic Community Foundation, the Phoenix CFA Society and CFA Institute. He is a past Trustee of the Phoenix Art Museum and former member of the Board of Directors of the Twin Cities Society of Security Analysts. In 2008 St. John's University honored him with a Presidential Citation. His wife Kris is a veterinarian and the author of Coated With Fur: A Vet's Life. They live with wonderful, if medically challenged, animals.
Partner
Prior to co-founding the firm, Susan and Steve worked together at Merrill Lynch. She also has experience working for Charles Schwab & Co.Susan has a Bachelor of Arts degree in Business Administration from Western Washington University in Bellingham and a Master of Business Administration degree from the W.P. Carey School at Arizona State University. She is a member of the firm's Investment Committee focusing on the consumer and financial sectors. Susan and her husband Brian share their home with a son and two cats.
Pamela D. Grieco
Partner
Pamela worked as a Director, Wealth Advisor for Harris Private Bank in Phoenix. She provided comprehensive financial services to affluent clients including private banking, financial planning, investment management, wealth transfer and estate planning solutions. Prior to Harris, Pamela worked as a portfolio manager for Northern Trust and managed over $400 million in assets. Pamela has more than 15 years of experience in the financial services industry.Pamela earned a Bachelor's degree in accounting from Caldwell College, New Jersey and a Master's degree in economics from Montclair University, New Jersey. She serves on the board of the Central Arizona Estate Planning Council, Community Health Charities, and the Channel 8 Planned Giving Committee. She was born and raised in Ireland, but has made Phoenix her home since moving here with her son and daughter in 1997.
Lance T. Knight, CRPC
Partner
Lance was with Merrill Lynch as a Vice President and Business Financial Advisor for nine years. He focused his practice on the unique wealth management needs of business owners, entrepreneurs and their families. He brings to clients a planning perspective as a holder of the Chartered Retirement Planning Counselor (CRPC) designation. This is conferred through the College For Financial Planning. Earlier in his financial services career, Lance worked as a commercial lender in the banking sector. He was an integral part of both de novo and established banks. Since Capital Insight Partners assists clients with both sides of their balance sheets, his credit and planning perspective differentiate the firm. A resident since 1993, Lance heads our Las Vegas office. He attended Northern Arizona University and attained a Bachelor of Science degree. His wife Tara is an interior designer. They have three children who play hockey plus other sports and share a love for the outdoors.
Steven T. Nelson, CFA
Chief Executive Officer
Prior to co-founding Capital Insight Partners, Steve was with Merrill Lynch in Scottsdale. Before that, he served as a Principal at Lowry Hill and oversaw more than $500 million. He has over two decades of experience. Steve's degrees are a Bachelor of Science from St. John's University and a Master of Business Administration from the University of St. Thomas. He holds the Chartered Financial Analyst designation. Steve is a member of the Board of Directors of the Catholic Community Foundation, the Phoenix CFA Society and CFA Institute. He is a past Trustee of the Phoenix Art Museum and former member of the Board of Directors of the Twin Cities Society of Security Analysts. In 2008 St. John's University honored him with a Presidential Citation. His wife Kris is a veterinarian and the author of Coated With Fur: A Vet's Life. They live with wonderful, if medically challenged, animals.