3 days ago
Upcoming Webinar! What’s on the Minds of Plan Sponsors?
2020 has brought its fair share of challenges for plan...
- With CAPTRUST Since 2011
- 919.870.6822
-
4208 Six Forks Rd.
Suite 1700
Raleigh, NC 27609
Sam Kirby, CFA®
Senior Director,
Investment Strategist
- Southport, NC
- Catch-22 | The Hunt for Red October
- Ernest Hemingway, Richard Branson, and my grandparents
- Work hard, work smart, work together.
- Humility, 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
Industry Designations
- Chartered Financial Analyst®
News & Resources
Retirement Plans
Retirement Plans
3 days ago
The SECURE ACT
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VESTED Magazine
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The Gravity-Defying World of Negative Interest Rates
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Healthcare Costs in Retirement
Hear from CAPTRUST’s Sam Kirby on factors to consider and...
Wealth Management
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Investment Strategy | July 2019
In this edition of Investment Strategy, readers hear from CAPTRUST’s...
VESTED Magazine
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P(recession)
We have the privilege of working with a diverse range...