2 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- 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
Resources
Resources
3 months ago
America Has Voted
It’s early the morning of November 4, the day after...
VESTED Magazine
1 year ago
The Gravity-Defying World of Negative Interest Rates
There are some ground rules in life that we simply...
Wealth Management
1 year ago
Healthcare Costs in Retirement
Hear from CAPTRUST’s Sam Kirby on factors to consider and...
