Our proprietary Absolute Value® approach is the foundation for each one of our investment strategies
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Our people

Disciplined, experienced, and uniquely talented professionals working together to deliver for our clients.

49
Associates
17
Investment professionals
22
Average years PM industry experience
43%
Women
16%
Ethnically diverse
25%
Employee ownership
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

Executive Leadership

R. Andrew Beck
Chief Executive Officer & Senior Portfolio Manager
R. Andrew Beck
*
Chief Executive Officer & Senior Portfolio Manager

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

*
Shareholder
Founding associate
Alex Brown
Chief Investment Officer
Alex Brown
*
Chief Investment Officer

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
*
Shareholder
Founding associate
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
Tom Mueller, CFA, CPA
Chief Operating Officer & Chief Compliance Officer
Tom Mueller, CFA, CPA
*
Chief Operating Officer & Chief Compliance Officer

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
*
Shareholder
Founding associate
Elizabeth Brenner, PhD, SPHR
Chief Organizational Development Officer
Elizabeth Brenner, PhD, SPHR
*
Chief Organizational Development Officer

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
*
Shareholder
Founding associate
Thom Forsha, CFA
Senior Portfolio Manager
Thom Forsha, CFA
*
Senior Portfolio Manager

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
*
Shareholder
Founding associate
Justin Akin
Senior Portfolio Manager
Justin Akin
*
Senior Portfolio Manager

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

*
Shareholder
Founding associate
Daniel Johnson, CFA, CPA
Portfolio Manager
Daniel Johnson, CFA, CPA
*
Portfolio Manager

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
*
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
Specialist, 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
Henry Sanders, CFA
Executive Advisor
Executive Advisory
Thom Forsha, CFA
Senior Portfolio Manager
Portfolio Management
Jeff Hoskins, CFA
Director of Research
Research
Ben Brady
Director, Business 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
Morgan Reilly
Coordinator, Administration
Human Resources & Administration
Justin Akin
Senior Portfolio Manager
Portfolio Management
Jimmy Kapfhammer, CFA
Senior Equity Research Analyst
Research
Kirthi Rao
Senior Specialist, Investment Data Management
Investment Data Management
Megan Stinson
Senior Specialist, Client Services
Client Services
Beth Haas
Senior Specialist, Compliance
Compliance & Legal
Jena Brummett
Senior Equity Trader
Trading
Greg Deuser, CFA
Chief Investment Risk & Analytics Officer
Executive Advisory
Matt Moran, CFA
Portfolio Manager
Portfolio Management
Allen Harris, CFA
Senior Equity Research Analyst
Research
Glory Adebayo, PhD
Coordinator, Investment Data Management
Investment Data Management
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