Sam Kirby, CFA®

Senior Director,
Investment Strategist

HometownSouthport, NC
Favorite Book or MovieCatch-22 | The Hunt for Red October
Ideal Dinner GuestErnest Hemingway, Richard Branson, and my grandparents
Words to Live ByWork hard, work smart, work together.
Qualities I Admire in PeopleHumility, creativity, and courage

Investment Group

Sam oversees the monitoring of individual investment solutions and reporting due diligence findings and works out of the Raleigh, NC office.

Sam joined CAPTRUST in 2011 and is currently a senior director, investment strategist, responsible for defined contribution and asset/liability matching clients, including the selection and monitoring of individual investment solutions and reporting due diligence findings to clients. Prior to joining the firm, Sam served as a financial advisor at Merrill Lynch, and he has worked in the industry since 2003.

Education

Bachelor of Arts degree in journalism from the University of North Carolina at Chapel Hill
Master of Science degree in business management from North Carolina State University