Our people

Andrew is River Road’s Chief Executive Officer, responsible for establishing and driving the firm’s business strategy. Additionally, he is a senior portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value strategies, a portfolio manager for the Mid Cap Value portfolio, and a supervising portfolio manager for the Focused Absolute Value® portfolio. He is Chair of the Executive Committee and Co-Chair of the Investment Oversight Committee. Andrew co-founded River Road in 2005 and holds equity in the firm.

Prior Experience

• Senior Research Analyst, Senior Vice President, and Portfolio Manager, SMC Capital Inc.

Education

• MBA, F.W. Olin School at Babson College
• BS in Finance, University of Louisville

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Alex is River Road’s Chief Investment Officer, responsible for promoting investment process alignment across all strategies with the firm’s investment philosophy and leading the research and investment data management functions. Additionally, he is a supervising portfolio manager for River Road’s Focused Absolute Value^® portfolio. Alex previously served as Director of Research for River Road. He is Chair of the Investment Oversight Committee and a member of the Executive Committee. Alex joined River Road in 2010 and holds equity in the firm.

Prior Experience

• Associate, Consumer & Retail Investment Banking, Wachovia Capital Markets LLC
• Section Chief and Senior Analyst, Officer Promotions Analysis, HQ Air Force Personnel Center
• Officer Operations Analyst, HQ Air Force Personnel Center
• Captain and Lieutenant, United States Air Force

Education

• MBA, Harvard Business School
• BS in Operations Research as a Distinguished Graduate, United States Air Force Academy

Tom manages River Road’s investment data management function, providing data infrastructure and application solutions for the firm. Tom joined River Road in 2021, bringing approximately 30 years of technical and analytical experience to his role.

Prior Experience

• Various positions, Savi Technology
• Director of Enterprise Data & Analytics, Papa John’s International
• Senior Software Engineer, Zappos Fulfillment Centers
• Software Development Consultant, ACS Public Safety & Justice

Email: rob.wainwright@riverroadam.com

As Chief Business Development Officer, Rob is responsible for the firm’s business development strategy and management and development of institutional client, consultant, and advisory relationships. In this capacity, he leads the firm’s business development and client services teams. He is a member of the Executive Committee and a member of the Investment Oversight Committee. Rob joined River Road in 2012 and holds equity in the firm.

Prior Experience

• Vice President, Director of Product Development for North America, Aviva Investors
• Various positions, Insight Investment
• Various positions, Legal & General Investment Management

Education 

• MBA, Bellarmine University
• Cert.HE in Financial Services, Bournemouth University in the United Kingdom

Traci manages the firm’s client services team and function, which includes branding and design, collateral development, completion of requests for proposal and due diligence questionnaires, website management, and client administration. Traci joined River Road in 2008.

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Prior Experience

• Assistant Manager, Enterprise Rent-A-Car

Education

• MBA, University of Louisville
• BS in Business Administration, Chapman University

Certifications

• CFA Institute Investment Foundations® certificate holder

Trenton coordinates with River Road’s investment team to support reporting and special projects. He joined River Road in 2021.

Education

• BA in Finance, Bellarmine University
• Passed Level I of the CFA program

As Chief Operating Officer & Chief Compliance Officer, Tom is responsible for providing strategic leadership for the firm’s operations, compliance, IT, and finance functions. Tom is a member of the Executive Committee. He joined River Road in 2005 and holds equity in the firm.

Prior Experience

• Manager of Operations, SMC Capital Inc.
• Senior Vice President, Citizens Financial Corp.

Education

• BBA with a concentration in Accountancy, University of Notre Dame

Certifications/Affiliations

• CFA^® charterholder
• CPA designation
• CFA Institute member
• CFA Society Louisville member

Meagan manages the firm’s compliance and legal functions. In this capacity, she leads the development and oversight of River Road’s regulatory compliance, client compliance, and legal counsel responsibilities. Meagan is a Kentucky licensed attorney and serves as an adviser to the Executive Committee on compliance and legal topics. She joined River Road in 2007 and holds equity in the firm.

Education

• JD, Louis D. Brandeis School of Law at the University of Louisville
• BA in English, University of Kentucky

Chris is responsible for leading the firm’s overall equity trading strategy, supporting the investment team, building and maintaining relationships with key stakeholders, including brokers, and managing the trading team. Chris joined River Road in 2012, bringing 20 years of equity trading experience to his role.

Prior Experience

• Director Trading, Fox River Execution
• Head of Equity Trading, Senior Trader, Allstate Investments LLC
• Institutional Equity Trader, Merrill Lynch Capital Markets

Education

• MBA, Loyola University
• BS in Economics, Northern Illinois University

Sarah manages the firm’s portfolio accounting team, leading account reconciliation, corporate actions, and maintenance of official performance. She joined River Road in 2008, bringing more than 15 years of industry experience to her role.

Prior Experience

• Compliance Officer, Invesco
• Portfolio Accounting Manager, Invesco

Education

• BBA in Accounting, Eastern Kentucky University

Shawn manages the firm’s finance team. In this capacity, she is responsible for budgeting, financial reporting, the general ledger, tax support, payroll support, and ensuring proper internal controls related to accounting and finance. Shawn previously served in a client service support position at the firm. She joined River Road in 2015.

Prior Experience

• Math Teacher, Oldham County School District
• Industrial Engineering Specialist, UPS

Education

• MBA, Indiana Wesleyan University
• BS in Mathematics Education, Purdue University

Certifications

• CFA Institute Investment Foundations® certificate holder

Jacob handles day-to-day IT issues, cybersecurity, vendor management, and business continuity planning. He joined River Road in 2022.

Prior Experience

• Manager, Information Technology, Community Foundation of Sarasota County
• Technical Support Specialist II/Team Lead, Centerstone of America
• Desktop Support Technician, Stock Yards Bank & Trust

Education

• BSBA in Computer Information Systems, University of Louisville

As Chief Organizational Development Officer, Elizabeth is responsible for organizational development and the firm’s talent and culture strategy. In this role, she leads the human resources and administration functions. She holds equity in the firm and is a member of the Executive Committee. Elizabeth joined River Road in 2009 in a research support role.

Education

• PhD in Educational Leadership and Organizational Development, University of Louisville
• MS in Human Resources Education, University of Louisville
• BA in Psychology, University of Kentucky

Certifications

• Senior Professional in Human Resources (SPHR®) certificate holder

Erin is the Executive Assistant to River Road’s CEO. Additionally, she supports the administrative function, which includes coordinating company events and supporting the firm’s charitable giving efforts. Erin joined River Road in 2011.

Education

• BA in Integrated Strategic Communications, University of Kentucky

Jimmy is responsible for mentoring, sharing knowledge on investment-related topics, and serving as a firm ambassador. Prior to transitioning to an advisory role, he was a senior portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value portfolios. Jimmy co-founded River Road in 2005. 

Prior Experience

• EVP, Portfolio Manager, Director of Research, SMC Capital Inc.
• Partner, Portfolio Manager, Executive Investment Advisors
• Partner, Portfolio Manager, Director of Research, Southeastern Asset Management (Longleaf Funds)
• Mutual Fund Manager, Oppenheimer Management Co.
• Director of Research, First Kentucky Trust Co.

Education

• BS in Finance, University of Louisville 

Certifications/Affiliations

• CFA^® charterholder 
• CFA Institute member
• CFA Society Louisville member

Thom is a senior portfolio manager for River Road’s Dividend All-Cap Value portfolio. He previously served as a supervising portfolio manager for the firm’s Focused Absolute Value® portfolio. He is a member of the Executive Committee. Thom joined River Road in 2005 and holds equity in the firm.

Prior Experience

• Assistant Vice President, Portfolio Manager, and Equity Analyst, ABN AMRO Asset Management USA

Education

• MBA, The University of Chicago Booth School of Business
• BS in Finance, The Ohio State University’s Fisher College of Business

Certifications/Affiliations

• CFA® charterholder
• CFA Institute member
• CFA Society Louisville member

Jeff is River Road’s Director of Research, responsible for working with the Chief Investment Officer to ensure the execution of the firm’s research effort. He focuses on developing the analyst team and further enhancing the quality, consistency, standards, and overall effectiveness of the firm’s research efforts. In this capacity, he maintains select analyst responsibilities and serves as analyst support for other strategies at the firm. Jeff previously served as Senior ESG Specialist and continues to lead the firm’s ESG research and principles implementation efforts. He is a member of the Investment Oversight Committee. Jeff joined River Road in 2013, bringing more than 15 years of investment research experience to his role.

Prior Experience

• Associate, Equity Research, Entertainment & Casino Gaming, BMO Capital Markets
• Equity Research Analyst, Media & Entertainment, The Seidler Cos. Inc.
• Assistant Vice President, Equity Research, Special Situations , SunTrust Equitable Securities

Education

• MBA with concentrations in Finance and Accounting, Vanderbilt University Owen Graduate School of Management
• BA in United States History, Vanderbilt University

Certifications/Affiliations

• CFA^® charterholder
• CFA Institute member 
• CFA Society Louisville member and past member of its board of directors

Glory is responsible for building data pipelines and reporting datasets. Additionally, he supports special projects and contributes to process enhancements. Glory previously served as a research coordinator. He joined River Road in 2022.

Prior Experience

• Graduate Teaching Assistant in the Department of Computer Science & Engineering, University of Louisville
• Variety of university-level research and cross-industry experiences in handling, reporting, and analyzing large datasets
• IT Manager, Mega Chicken Restaurants
• Software Programmer, Concept Nova

Education

• PhD in Computer Science & Engineering, University of Louisville
• MS in Computing: Information Engineering, Robert Gordon University in Scotland
• BS in Computer Science, Covenant University in Nigeria

Email: ben.brady@riverroadam.com

Ben manages and develops institutional client, consultant, and advisory relationships. He joined River Road in 2019, bringing more than 15 years of sales and client service experience to his role. 

Prior Experience

• Various business development positions, AMG Funds (formerly Aston Asset Management)
• Various positions, Deutsche Bank (formerly Scudder Investments)

Education

• BBA in Finance and Marketing, Ohio University

Certifications

• FINRA Series 6, 7, 24, and 63 securities licenses

Terri manages the workflow of the firm’s client services team, ensuring prompt and accurate client administration, which includes collateral production, client service reporting, and CRM maintenance. She previously served in a portfolio analytics position at River Road. Terri joined River Road in 2009.

‍Prior Experience

• Client Service Administrator, Brighton Jones LLC
• Contract Specialist, SunBridge Capital
• Staffing Manager, Robert Half International

Education

• BS in Sociology, University of Cincinnati

Certifications/Affiliations

• CIPM® certificate holder
• CFA Institute member
• CFA Society Louisville member

Tina is responsible for trade execution and reporting for the firm’s portfolios. She joined River Road in 2005, bringing more than 15 years of equity trading experience to her role.

Prior Experience

• Senior Portfolio Specialist, Head Trader, Invesco - National Asset Management Corp. (NAM)

Education 

• Associate in Computer Programming, Sullivan University

Lukas provides portfolio accounting support, which includes account reconciliation, corporate actions, and maintaining official performance. Prior to joining River Road full time in 2022, he served as a compliance intern at the firm.

Education

• BSBA in Finance, University of Louisville

Adrienne supports the finance team. Her responsibilities include accounts payable, accounts receivable, cash management, financial statement preparation, and general ledger maintenance. She joined River Road in 2019.

Prior Experience

• Global Operations & Financial Analyst, Altares Dun & Bradstreet
• Financial Analyst, Eneroi

Education

• MSc in International Business & Management, IAE AIX-Marseille University in France
• BBA in Accounting, Eastern Kentucky University
• BBA in Finance and Risk Management & Insurance, Eastern Kentucky University

Liz provides HR operations support for the firm and is responsible for recruitment and onboarding, benefits administration, payroll processing, and HR information management and reporting. Additionally, she supports talent development efforts and culture-related initiatives and manages administrative support staff. She joined River Road in 2021.

Prior Experience

• Director of Employment, Hardin County Schools
• Human Resources Assistant, Benefits Coordinator, and Workers’ Compensation Consultant, Jefferson County Public Schools
• Student Services Assistant, Human Resources Assistant, and Employee Relations Specialist/Assistant Provost for Professional Development, Sullivan University System

Education

• Pursuing an MS in Human Resource Leadership, Sullivan University
• MBA, Sullivan University
• BS in Business Administration, Sullivan University
• AAS in Computer Graphic Design, Sullivan University’s College of Technology and Design

Greg is responsible for mentoring, sharing knowledge on investment risk-related topics, and serving as a firm ambassador. He previously served as Director of Research & Risk Management and, most recently, Chief Investment Risk &Analytics Officer. Greg joined River Road in 2005 and holds equity in the firm.

‍Prior Experience

• Vice President, Portfolio Manager, National City
• Senior Portfolio Manager and equity partner, PRIMCO Capital Management

Education

• BS in Engineering, University of Louisville 

Certifications/Affiliations

• CFA^® charterholder
• CFA Institute member 
• CFA Society Louisville member

Morgan supports all employees with a variety of administrative functions. She joined River Road in 2023.

Prior Experience

• Account Representative, Wessel Insurance
• Medical Receptionist, Louisville Surgical Associates
• Director of First Impressions, Keller Williams Realty Consultants
• Customer Service Representative, FedEx

William coordinates with River Road’s investment team to support reporting and special projects. Prior to joining River Road full time in 2024, he served as a research intern at the firm.

‍Education

• BS in Mechanical Engineering, University of Kentucky

Justin is a senior portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value portfolios. He previously served as a senior equity analyst for River Road. He is a member of the Executive Committee. Justin joined River Road in 2005 and holds equity in the firm.

Prior Experience

• Equity Research Analyst, SMC Capital Inc.

Education

• BS in Economics, Centre College

Affiliations

• CFA Institute member
• CFA Society Louisville member

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Jimmy provides research coverage of stocks for the firm’s strategies. As a member of the analyst team, he also contributes to portfolio-level decision making for River Road’s Focused Absolute Value® portfolio. Prior to his promotion to the investment team in 2016, he served in client service, research, and portfolio support functions. Jimmy joined River Road in 2011.

Education

• BSBA in Finance, University of Louisville

Certifications/Affiliations

• CFA® charterholder
• CFA Institute member
• CFA Society Louisville member

Megan leads the completion of requests for proposal and due diligence questionnaires for the firm’s prospective and existing clients and consultants. She joined River Road in 2011.

Education

• BS in Marketing and Management, Western Kentucky University, summa cum laude

Certifications

• CFA Institute Investment Foundations® certificate holder

Beth provides compliance and legal support, which includes regulatory compliance, client compliance, and certain legal responsibilities. She joined River Road in 2013.

Education

• BA in History, Xavier University

Certifications

• CFA Institute Investment Foundations® certificate holder

Jena is responsible for trade execution and reporting for the firm’s portfolios. She previously served in a portfolio analytics position at River Road. Jena joined River Road in 2008.

Education

• MBA, Indiana University Southeast
• BS in Business Economics and BBA in Management, University of Kentucky, summa cum laude

Naat is responsible for building data pipelines and reporting datasets. They joined River Road in 2024.

‍Education

• BS in Actuarial Science, Bellarmine University

Matt is a portfolio manager for River Road’s Mid Cap Value and Large Cap Value portfolios. He previously served as a senior equity analyst for River Road. Matt joined River Road in 2007 and holds equity in the firm.

Prior Experience

• Equity Analyst, Morningstar
• Associate, Citigroup
• Analyst, Goldman Sachs

Education

• MBA, The University of Chicago Booth School of Business
• BS in Finance, Bradley University, summa cum laude

Certifications/Affiliations

• CFA® charterholder
• CFA Institute member
• CFA Society Louisville member

Allen provides research coverage of stocks for the firm’s strategies. As a member of the analyst team, he also contributes to portfolio-level decision making for River Road’s Focused Absolute Value^® portfolio. He joined River Road in 2018.

Prior Experience

• Research Associate, RFG Advisory
• Assistant Controller, Faurecia

Education

• BA in Economics, Yale University

Certifications/Affiliations

• CFA^® charterholder
• CFA Institute member
• CFA Society Louisville member

Chase coordinates and produces client service reporting. He joined River Road in 2021.

Prior Experience

• eCommerce Sales Consultant, GE Appliances

Education

• BSBA in Marketing, University of Louisville

Certifications

• CFA Institute Investment Foundations® certificate holder

Daniel is a portfolio manager for River Road’s Mid Cap Value and Large Cap Value portfolios. He previously served as a senior equity analyst for River Road. He is a member of the Executive Committee. Daniel joined River Road in 2006 and holds equity in the firm.

Prior Experience

• Associate Auditor, PricewaterhouseCoopers

Education

• Master of Accountancy, University of Kentucky
• BS in Accounting, University of Kentucky

Certifications/Affiliations

• CFA® charterholder
• CPA designation
• CFA Institute member
• CFA Society Louisville member

Anthony provides research coverage of stocks for the firm’s strategies. As a member of the analyst team, he also contributes to portfolio-level decision making for River Road’s Focused Absolute Value^® portfolio. He joined River Road in 2021.

Prior Experience

• Managing Member and Equity Research Analyst, Pine Creek Capital LLC
• Senior Associate, Financial Advisor, and Senior Analyst, Bank of America Merrill Lynch

Education

• MBA, University of Virginia Darden School of Business 
• BSBA in Finance, University of Florida

Certifications/Affiliations

• CFA^® charterholder
• CFA Institute member
• CFA Society Louisville member

Eva coordinates and produces client service reporting. She joined River Road in 2024.

Education

• BS in Business Management, Brescia University
• AS, Henderson Community College

Andrew is a portfolio manager for River Road’s Dividend All-Cap Value portfolio. He previously served as a senior equity analyst for River Road. Andrew joined River Road in 2011 and holds equity in the firm.

Prior Experience

• Structured Finance Analyst on a portfolio of subprime and second lien securities, AEGON USA Investment Management LLC
• Commercial Mortgage Production Analyst, AEGON USA Realty Advisors Inc.

Education

• BBA in Finance, University of Iowa

Certifications/Affiliations

• CFA® charterholder
• CFA Institute member 
• CFA Society Louisville member and past president

Swati provides research coverage of stocks for the firm’s strategies. She joined River Road in 2022.

Prior Experience

• Equity analyst covering global equites, Aoris Investment Management 
• Equity analyst covering Australian equities, CLSA 
• Investment associate in real estate securitized debt and distressed debt, Ocwen Asset Management

Education

• MBA, Indian School of Business in India
• BC in Actuarial Studies and Finance, University of New South Wales in Australia

Ella coordinates and produces client service reporting. Prior to joining River Road full time in 2024, she served as a client reporting intern at the firm.

‍Education

• BA in Business Administration, Bellarmine University

Ashley is an associate portfolio manager for River Road’s Focused Absolute Value^® portfolio, responsible for operational and trading activities and working with the supervising portfolio managers to develop and manage client communications. Additionally, she maintains select analyst responsibilities and serves as analyst support for other strategies at the firm. Prior to her promotion to the investment team in 2009, Ashley held responsibilities across several operational functions. She joined River Road in 2006 and holds equity in the firm. 

Prior Experience

• Customer Service Representative, Associated Insurance Services

Education

• BS in Economics, Centre College

Certifications/Affiliations

• CPA designation
• Kentucky Society of CPAs member

Brett is an equity research analyst, providing research coverage of stocks for the firm’s strategies. As a member of the analyst team, he also contributes to portfolio-level decision making for River Road’s Focused Absolute Value^® portfolio. Brett was promoted to the investment team in 2021. He previously held investment data roles at the firm, most recently serving as Manager, Investment Data. Prior to joining River Road full time in 2017, he served as a client communications intern at the firm.

Education

• BSBA in Finance and BS in Economics, University of Louisville

Joy coordinates and produces client service reporting. She joined River Road in 2024.

‍Education

• BS in Management, Western Kentucky University
• AA in General Business, Elizabethtown Community and Technical College

Todd is an associate portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value portfolios. Todd previously served as a senior equity research analyst for River Road. He joined River Road in 2014 and holds equity in the firm.

Prior Experience

• Senior Associate, Corporate Banking, PNC Bank 

Education

• BBA in Finance, University of Cincinnati

Certifications/Affiliations

• CFA^® charterholder
• CFA Institute member 
• CFA Society Louisville member

Kevin provides research coverage of stocks for the firm’s strategies. He was promoted to the investment team in 2023 and previously served as a research coordinator. He joined River Road in 2021.

Education

• BSBA in Finance, The Ohio State University’s Fisher College of Business

Certifications/Affiliations

• CFA^® charterholder
• CFA Institute member
• CFA Society Louisville member

Devyn provides research coverage of stocks for the firm’s strategies. He joined River Road in 2024.

Prior Experience

• Analyst, Round Hill Asset Management

Education

• BA in Economics, University of California, San Diego
• Passed Level III of the CFA program