Sam Gilbert is a credit research analyst for INCORE Capital Management. In this role, his primary focus is on performing credit analysis on corporate bond sectors and issuers, focusing on the banking, healthcare, and technology sectors. He also conducts fixed income research that supports portfolio construction and risk management as well as maintenance of INCORE's quantitative credit screeening models.
Mr. Gilbert joined INCORE in 2017 and has 4 years of investment industry experience. Previously, he was an investment analyst at J.P. Morgan Private Bank specializing in creating customized financial plans, asset allocation and investments proposals which involved analyzing broad macroeconomic, equity and fixed income markets.
Mr. Gilbert earned a B.S. in finance and economics from Lake Superior State University. He is a CFA® charterholder and member of the CFA Institute and CFA Society of Detroit.