2 years ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
- 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
Resources
Retirement Plans
2 years ago
Pension Funding Relief Included in the American Rescue Plan Act of 2021
While the ARP contains a variety of fiscal stimulus measures,...
Resources
2 years ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Resources
2 years ago
America Has Voted
It’s early the morning of November 4, the day after...
