Our people

As of December 31, 2023. Ethnically diverse figures include African American or Black, Alaskan Native or Native American, Asian, Hispanic or Latino/a/x, Native Hawaiian or Pacific Islander, or those that identify as two or more races. Information excludes those who decline to identify.

Meet the team

Business Development

Rob Wainwright

Chief Business Development Officer

Rob Wainwright

†

Chief Business Development Officer

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

Shareholder

†

Founding associate

Ben Brady

Director, Client Development

Ben Brady

†

Director, Client Development

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

Shareholder

†

Founding associate

Client Services

Traci DeHaven

Director of Client Services

Traci DeHaven

†

Director of Client Services

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.

‍

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

Shareholder

†

Founding associate

Terri Gloeckler, CIPM

Manager, Client Services

Terri Gloeckler, CIPM

†

Manager, Client Services

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

Shareholder

†

Founding associate

Megan Stinson

Senior Specialist, Client Services

Megan Stinson

†

Senior Specialist, Client Services

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

Shareholder

†

Founding associate

Chase Bentley

Coordinator, Client Services

Chase Bentley

†

Coordinator, Client Services

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

Shareholder

†

Founding associate

* Shareholder 
† Founding associate

R. Andrew Beck

Chief Executive Officer & Senior Portfolio Manager

Portfolio Management

Alex Brown

Chief Investment Officer

Research

Tom Griffin

Director of Investment Data Management

Investment Data Management

Rob Wainwright

Chief Business Development Officer

Business Development

Traci DeHaven

Director of Client Services

Client Services

Trenton Dethy

Research Coordinator

Research Support

Tom Mueller, CFA, CPA

Chief Operating Officer & Chief Compliance Officer

Compliance & Legal

Meagan Snyder, JD

Deputy Chief Compliance Officer

Compliance & Legal

Chris Fiorito

Director of Global Equity Trading

Trading

Sarah Riddle

Manager, Portfolio Accounting

Portfolio Accounting

Shawn Schmidt

Manager, Finance

Finance

Jacob Meyers

Manager, Information Technology

Information Technology

Elizabeth Brenner, PhD, SPHR

Chief Organizational Development Officer

Organizational Development

Erin Spencer

Executive Assistant

Human Resources & Administration

Jimmy Shircliff, CFA

Executive Advisor

Executive Advisory

Thom Forsha, CFA

Senior Portfolio Manager

Portfolio Management

Jeff Hoskins, CFA

Director of Research

Research

Glory Adebayo, PhD

Specialist, Investment Data Management

Investment Data Management

Ben Brady

Director, Client Development

Business Development

Terri Gloeckler, CIPM

Manager, Client Services

Client Services

Tina Ray

Senior Equity Trader

Trading

Lukas McKinley

Specialist, Portfolio Accounting

Portfolio Accounting

Adrienne Holtzworth

Specialist, Finance

Finance

Liz Dutschke

Senior Specialist, Human Resources & Manager, Administration

Human Resources & Administration

Greg Deuser, CFA

Executive Advisor

Executive Advisory

Morgan Reilly

Coordinator, Administration

Human Resources & Administration

William Hardy

Research Coordinator

Research Support

Justin Akin

Senior Portfolio Manager

Portfolio Management

Jimmy Kapfhammer, CFA

Senior Equity Research Analyst

Research

Megan Stinson

Senior Specialist, Client Services

Client Services

Beth Haas

Senior Specialist, Compliance

Compliance & Legal

Jena Brummett

Senior Equity Trader

Trading

Naat Ambrosino

Coordinator, Investment Data Management

Investment Data Management

Matt Moran, CFA

Portfolio Manager

Portfolio Management

Allen Harris, CFA

Senior Equity Research Analyst

Research

Chase Bentley

Coordinator, Client Services

Client Services

Daniel Johnson, CFA, CPA

Portfolio Manager

Portfolio Management

Anthony Jahollari, CFA

Equity Research Analyst

Research

Eva Cassidy

Coordinator, Client Services

Client Services

Andrew McIntosh, CFA

Portfolio Manager

Portfolio Management

Swati Ananda

Equity Research Analyst

Research

Ella White

Coordinator, Client Services

Client Services

Ashley Abney, CPA

Associate Portfolio Manager, Derived Strategies

Portfolio Management

Brett Leary

Equity Research Analyst

Research

Joy Lett

Coordinator, Client Services

Client Services

Todd Mayberry, CFA

Associate Portfolio Manager

Portfolio Management

Kevin Mingus, CFA

Associate Equity Research Analyst

Research

Devyn Furiosi

Associate Equity Research Analyst

Research