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® portfolios. He is Chair of the Executive Committee and 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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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® portfolios. He is a non-voting 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

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. 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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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

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 non-voting 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

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 data management functions. Additionally, he is a supervising portfolio manager for River Road’s Focused Absolute Value® portfolios. Alex previously served as Director of Research for River Road. He is a non-voting member of the Executive Committee and a member of the Investment Oversight 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

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. Jeff previously served as Senior ESG Specialist and continues to lead the firm’s ESG research and principles implementation efforts. 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

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® portfolios. 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

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^® portfolios. 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

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^® portfolios. 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

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

Tom manages River Road’s 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

Kirthi supports the firm’s data management efforts with a specific focus on projects for the firm’s research team and Investment Oversight Committee. She joined River Road in 2019.

Education

• BS in Actuarial Science, University of California, Santa Barbara

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 candidate 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