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Sam Kirby, CFAInvestment Strategist

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Sam joined CAPTRUST in 2011 and is currently a 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® (CFA)

 

Personal Profile

Hometown:
Southport, NC
Favorite Book or Movie:
Catch-22 | The Hunt for Red October
Ideal Dinner Guest:
Ernest Hemingway, Richard Branson, and my grandparents
Words to Live By:
Work hard, work smart, work together
Qualities I Admire in People:
Humility, creativity, courage