Sam Kirby, CFA

Senior Director,
Investment Strategist

Education & Other Highlights

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.


  • 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


What the Box Office Can Tell Us About the 2024 Markets

With movie theaters finally returning to normal after the pandemic, two blockbuster films were released in 2023. One was the concluding chapter of an epic $2 billion film franchise: Indiana Jones and the Dial of Destiny, which cost nearly $300 million to make. The other was a cinematic tribute to a beloved child’s toy, Barbie, which had a budget of $150 million.

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