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 content used across communication channels, and is a member of the Investment Committee where his focus is policy and politics, emerging technology, and their impact on markets. Sam has worked in the industry since 2003 and is a CFA Charterholder.
- Bachelor of Arts degree in journalism from the University of North Carolina at Chapel Hill
- Master of Science degree in computer science from the University of Illinois Urbana-Champaign
- Master of Science degree in business management from North Carolina State University
- Chartered Financial Analyst