Effective August 16, 2021, the Securities and Exchange Commission (SEC) adjusted upward the assets-under-management and net worth thresholds in the definition of "qualified client" under Rule 205-3.
Troy Dayton, CFA Joins Capital Insight Partners
Accomplished Portfolio Manager joins Capital Insight Partners
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SCOTTSDALE, Ariz., Dec. 29, 2020 /PRNewswire/ Capital Insight Partners, LLC announced today that Troy Dayton, CFA has joined the firm as a Senior Portfolio Manager. Troy has over two decades of experience managing assets. He worked for Citigroup in London, Jurika & Voyles and Allianz Global Investors in the San Francisco Bay area. He then held successively higher positions rising to the level of Partner at Denver Investments. Troy and his colleagues engineered substantial growth exceeding $2 billion in client assets prior to the sale of that firm. Most recently he served as Managing Director for Berg Capital Markets, LLC in San Diego.