2 months ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Vice President,
Financial Advisor
Sam joined CAPTRUST in 2021 from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he served as an associate wealth advisor. He helps our clients achieve their financial goals through comprehensive planning, portfolio implementation, tax planning, and performance reporting. Sam also supports our firm’s operations through cashiering, client account maintenance, and custodial relationships.
Prior to joining Covenant, Sam worked at Ernst & Young LLP. He was a part of the assurance practice, primarily executing quarterly financial statement reviews and annual audits of internal controls and year-end financial statements. Sam earned a Bachelor of Science degree in finance and accounting and a Master of Science degree in accounting from the Pennsylvania State University.
When he is not helping clients, Sam enjoys playing golf, reading, and spending time outdoors. He is also an avid Penn State sports fan.
2 months ago
In this edition of Investment Strategy, Sam Kirby of...
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The third quarter of 2022 saw rising inflation and recession...
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After three remarkable years of outsized returns in the stock...
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