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. He also conducts fixed income research that supports portfolio construction and risk management. The Munder Fixed Income team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise.
Mr. Gilbert joined INCORE in 2017 and has three 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 and is a Level III Candidate in the CFA Program and a member of the CFA Society of Detroit.