Sam Kirby, CFA®

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

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