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