Meet The Team
Steven T. Nelson, CFA
CO-FOUNDER | Chief Executive Officer
Prior to Capital Insight Partners, Steve was with Merrill Lynch in Scottsdale. Before that, he served as a Principal at Lowry Hill and was one of the team that oversaw more than $6 billion. He has over three decades of experience. Steve leads the strategic direction of the firm and has primary investment responsibility for a number of clients. Steve also sits on the Investment Team.
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 and is a member of the Phoenix CFA Society and CFA Institute. He is a past Trustee of the Phoenix Art Museum and a former member of the Board of Directors of the CFA Society of Minnesota and the Catholic Community Foundation. 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 & Coated With Fur: A Blind Cat's Love. They live with wonderful, if medically challenged, animals.
Susan C. Anastasiadis, MBA
PartneR | CHIEF OPERATING OFFICER
Prior to co-founding Capital Insight Partners, Susan and Steve teamed at Merrill Lynch. Her prior experience includes work at Charles Schwab & Co. Susan has a Bachelor of Arts degree in Business Administration from Western Washington University in Bellingham, WA. She also holds a Master of Business Administration degree from the W.P. Carey School at Arizona State University. Susan handles all compliance oversight for the firm. She is a member of the Phoenix RIA Compliance Roundtable and is also a member of the firm’s Investment Team. She and her husband Brian enjoy spending time with their son and daughter.
Craig J. McCrory, CFA
Partner | Chief Investment Strategist
In his role as Chief Investment Strategist, Craig leads our Investment Team effort and is responsible for identifying strategic risks and opportunities in the capital markets. Prior to joining Capital Insight Partners shortly after its founding, he was part of a fee-only financial planning team assisting high net worth families in La Jolla, CA. His background also includes corporate taxation audits for Fortune 500® companies.
A native of Tucson, Craig is a graduate of The University of Arizona with a Bachelor of Science degree in Business Management. Craig holds the Chartered Financial Analyst (CFA) designation and is a member of the Phoenix CFA Society and CFA Institute. He and his wife welcomed their first child in 2016. They are avid travelers and have set foot on all seven continents. He is also a member of the Porsche Club of America and PCA Arizona Region.
Donna E. Woodruff, CFP®, AIF®
In her role as Senior Advisor, Donna specializes in providing comprehensive financial planning to the clients of the firm. In addition, she assists retirement plan sponsors in understanding and meeting their fiduciary obligations. As an investment advisor, she is especially committed to educating clients and retirement plan participants in the areas of retirement planning and financial wellness. Prior to joining Capital Insight Partners in 2016, Donna worked for Sequoia Financial Advisors, Inc. for 18 years. She holds the CERTIFIED FINANCIAL PLANNER™ designation, and is a member of the Financial Planning Association.
A transplant from Massachusetts, Donna is a graduate of Bridgewater State University with a Bachelor of Arts degree in English. In her free time, Donna enjoys spending time with her husband Bryan and their two children.
Felipe A. Arratia, CFA
Chief Investment Officer
As Chief Investment Officer of Capital Insight Partners, Felipe is responsible for overseeing the investments of the firm across all asset classes, including Equities, Fixed Income and Alternative Investments. This includes serving as Lead Portfolio Manager for the International Large Cap and Global Small-Mid Cap Equity Strategies and co-Lead Portfolio Manager for the US Large Cap Equity Strategy. In his role, Felipe also provides leadership for the research activities of the firm and is a member of the Investment Team.
Prior to joining Capital Insight Partners in 2014, Felipe was a Vice-President in Emerging Market Equities at Morgan Stanley Investment Management in New York. Previously, he was an Equity Strategist at Citigroup, a Global Equity Analyst at Black River Asset Management (a subsidiary of Cargill), and a High-Yield Research Analyst at JP Morgan Chase. In addition, he served as an Equity Analyst at York Asset Management in Rio de Janeiro, Brazil.
Felipe has a Master of Business Administration (MBA) degree with a concentration in Finance from The Wharton School of the University of Pennsylvania, and a Bachelor of Science degree, with a concentration in International Economics, from Georgetown University’s Edmund A. Walsh School of Foreign Service. He also holds the Chartered Financial Analyst (CFA) designation. Felipe grew up in both the United States and Latin America and is fluent in English, Spanish, and Portuguese. Outside of work, he enjoys traveling and is an avid tennis player.
Phalyn E. Green
Phalyn is originally from Michigan and has also lived in Georgia. Before joining Capital Insight Partners, she built an impressive background in administration and client service with RiceBran Technologies, Protection Source and Kroger. At Capital Insight Partners, she serves our client’s operational needs. For example, she makes certain that requests to move or wire money happen seamlessly and on-time. Phalyn also prepares reports for clients to guide their understanding of our investment work and performance.
Having lived in Arizona for seven years, Phalyn states emphatically that she loves our heat. She enjoys spending time hiking and biking and being out in the sun. She is the proud owner of a dog who is a mix of both Yorkie and Shih Tzu.
Sara A. LaClair
An Arizona native from Chandler, Sara joined Capital Insight Partners in 2018. In her role as portfolio manager, Sara is active in managing client’s portfolios and shares in the trading and research responsibilities of the firm. She also is a member of the Investment Team and is currently a CFA Exam Level II Candidate – 2019. Sara graduated with a Bachelor of Science in Finance from WP Carey School of Business at Arizona State University, with a minor in Economics and an International Business Certificate. Prior to joining Capital Insight Partners, Sara was the VP of Operations and Investment Research at Rayhons Financial Solutions.
Sara is a graduate of Gilbert Leadership Class XXIV and currently serves on the Gilbert Historical Society and Gilbert Leadership Boards. Along with her husband Jeff, they enjoy their weekends in Northern Arizona hiking, mountain biking and enjoying the outdoors. They love unconditionally their two pit bull rescues.