Sam Kirby

Sam Kirby, CFA

Senior Director,
Investment Strategist

Contact CAPTRUST

Hometown: Southport, NC
Favorite Book or Movie: Dune | Dune (2021)
Ideal Dinner Guest(s): Jimmy Fallon and Tom Keene
Words to Live By: Take your work seriously, but never yourself. The first can change the world, the second can only hold you back.
Qualities I Admire in People: Humility, an open mind, and grit

Sam leads the investment strategist team, is a member of the investment committee, and works out of the Raleigh, NC office.

Sam joined CAPTRUST in 2011 and is currently a senior director, investment strategist. He leads CAPTRUST’s client-facing research team that collaborates with our Financial Advisors on complex client and prospect cases across business lines. He is also responsible for developing market and economic commentary used across communication channels, and is a member of the Investment Committee. Sam has worked in the industry since 2003 and is a CFA Charterholder. He currently serves on the Board of Directors of the CFA Society North Carolina.

Education

Bachelor of Arts degree in journalism from the University of North Carolina at Chapel Hill
Master of Computer Science degree from the University of Illinois Urbana-Champaign
Master of Science degree in business management from North Carolina State University

Industry Designations

Chartered Financial Analyst

Raleigh, NC

4208 Six Forks Rd #1700
Raleigh, NC 27609

919.870.6822

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Article

First Quarter Investment Strategy | Powering Uphill

Few challenges are as daunting to runners as a long uphill climb. Even for experienced athletes, running uphill is a physical and mental challenge. Even the slightest incline consumes extra calories, requires more oxygen, and adds precious seconds per mile. For proof, ask any Boston Marathon participant about Heartbreak Hill, an infamous half-mile stretch near the end of the course that tests their stamina and mental toughness.