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