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.

47
Associates
16
Investment professionals
22
Average years PM industry experience
43%
Women
15%
Ethnically diverse
24%
Employee ownership
As of June 30, 2024. 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 Advisory

Jimmy Shircliff, CFA
*
Executive Advisor
Jimmy Shircliff, CFA
Executive Advisor

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

Executive Advisory

Henry Sanders, CFA
*
Executive Advisor
Henry Sanders, CFA
Executive Advisor

Henry 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 Dividend All-Cap Value portfolio. Henry co-founded River Road in 2005 and holds equity in the firm.

Prior Experience

  • Senior Vice President, Portfolio Manager, Commonwealth Trust Co. 
  • Adjunct professor of Finance and Economics, Bellarmine University
  • President, Bridges Capital Management 
  • Vice President, PRIMCO Capital Management

Education 

  • MBA, Carroll School of Management at Boston College
  • BA in Business Administration, Bellarmine University

Certifications/Affiliations

  • CFA® charterholder 
  • CFA Institute member
  • CFA Society Louisville member and past president

Executive Advisory

Greg Deuser, CFA
*
Chief Investment Risk & Analytics Officer
Greg Deuser, CFA
Chief Investment Risk & Analytics Officer

Greg provides strategic leadership for the firm’s investment risk & analytics function. He previously served as Director of Research & Risk Management. Greg joined River Road in 2005 and holds equity in the firm.

Prior Experience

  • Vice President, Portfolio Manager, National City
  • Senior Portfolio Manager and equity partner, PRIMCO Capital Management

Education

  • BS in Engineering, University of Louisville 

Certifications/Affiliations

  • CFA® charterholder
  • CFA Institute member 
  • CFA Society Louisville member

Executive Advisory

* Shareholder

† Founding associate