Shira Katsir

CFP^®

Wealth Advisor, Director

Shira Katsir is a fiduciary wealth advisor and CERTIFIED FINANCIAL PLANNER® practitioner who provides comprehensive financial planning for high-net-worth individuals and families throughout the Research Triangle, including Chapel Hill, Durham, and Raleigh. Having competed as a collegiate athlete, Shira brings that perspective to the wealth management space, with a particular focus on the specialized financial trajectories of professional athletes, medical professionals and the next generation growing their net worth.

Shira’s approach is built on a relationship-driven foundation and a commitment to providing unfiltered clarity through a repeatable, structured framework. A former college ice hockey player and equestrian at the Rochester Institute of Technology, she brings an athlete’s discipline and a "no-nonsense" energy to every partnership. Shira gravitates toward clients who value honesty, quick reaction times, and high attention to detail. Her process is designed to eliminate the noise, offering direct, actionable investment management, tax planning and retirement planning strategies that allow her clients to stay focused on what matters most, their families, their passions, and their legacies.

Shira’s technical foundation is backed by nearly two decades of industry experience, including leadership roles in investment research at CAPTRUST and Northern Trust. Deeply committed to her community, she served as the Pro Bono Director for the FPA of the Triangle and mentored with the YMCA’s Community HOPE program. Outside the office, Shira is an avid runner with the Hillsborough Run Club and tennis player with the Orange Tennis Club/Eno Community Tennis Assoc. Recovery days include tending to her garden, spending time with friends and family and cheering on her favorite NHL Team, Go CANES!