Sam leads the investment strategist team, is a member of the investment committee, and works out of the Raleigh, NC office.
Sam joined CAPTRUST in 2011 and is currently a senior director, investment strategist. He leads CAPTRUST’s client-facing research team that collaborates with our Financial Advisors on complex client and prospect cases across business lines. He is also responsible for developing market and economic commentary used across communication channels, and is a member of the Investment Committee. Sam has worked in the industry since 2003 and is a CFA Charterholder. He currently serves on the Board of Directors of the CFA Society North Carolina.
Education
- Bachelor of Arts degree in journalism from the University of North Carolina at Chapel Hill
- Master of Computer Science degree from the University of Illinois Urbana-Champaign
- Master of Science degree in business management from North Carolina State University
Industry Designations
- Chartered Financial Analyst
