10 hours ago
Foretelling an Uncertain Future
In the 1980s, a popular children’s book series called Choose...
- With CAPTRUST Since 2011
- 919.870.6822
-
4208 Six Forks Rd #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
VESTED Magazine
Wealth Management
6 days ago
Upcoming Webinar! Deciphering 2023 Market Predictions
In this edition of our quarterly webinar series, we’ll discuss...
Resources
2 weeks ago
Charting a Course for 2023
In this edition of Investment Strategy, Sam Kirby of...
Resources
4 months ago
Fed Plowing Ahead, in the Dark
The third quarter of 2022 saw rising inflation and recession...
