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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Recent Authored Content

First Quarter Investment Strategy | Breaking Customs

"Market volatility, while unsettling, is an important element of investing—not a flaw, but a feature—and precisely why equities offer higher expected returns. While leading and bleeding headlines intentionally generate fear, and despite today’s volatility, portfolio diversification continues to anchor investor strategy. It is especially important when uncertain policies create the potential for uneven impacts across industries, sectors, asset classes, and regions."

Second Quarter 2024 Investment Strategy | Narrow and Broad

The merits of being narrow or broad depend on context. For example, narrow specialization hones skill and judgment, while broad experience provides perspective. In the same way, narrow ideas can solve thorny problems, but broad ones can be visionary.

What is Investment Management?

At CAPTRUST, investment management is one of the three pillars of our wealth management process. We start by understanding your financial goals. Then, we develop a comprehensive and customized investment strategy to help you achieve them. Watch this video to learn more about investment management.

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Recent Authored Content

Quarterly Industry Insights: Insurance Industry (Webinar Recording)

As their retirement plan advisor, CAPTRUST serves almost 100 clients in the insurance industry, with more than $34 billion in plan assets. Our advisors recently completed quarterly review discussions with these clients.

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Recent Authored Content

First Quarter 2024 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.

Stick the Landing

Amid growing anticipation of a competitive 2024 election season, another upcoming contest is getting less attention: the Paris Summer Olympics. The Olympics is an apt comparison to investing, in that elite athletes must take risks to win.

Bonds: A Comeback Story

Comebacks are not a new phenomenon in financial markets. In fact, a souvenir of one of the greatest comebacks in corporate history might be in your pocket right now: the iPhone.

Investors in Limbo as Fed and Markets Clash

Investors entered the opening quarter of 2023 on the edge of their seats, as they tried to make sense of a range of mixed signals and foggy data.

Fed Plowing Ahead, in the Dark

The third quarter of 2022 saw rising inflation and recession concerns but also gave us reason to feel cautiously optimistic. In this edition of our quarterly Investment Strategy, we take a look at where the markets have been and where they may be headed through the end of year and into early 2023.

A Quarter with More Questions than Answers

Rising inflation, the specter of higher interest rates, and the outbreak of war made for a challenging backdrop for investors during the first quarter.