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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

Compliance & Legal

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

Compliance & Legal

Meagan Snyder, JD
*
Deputy Chief Compliance Officer
Meagan Snyder, JD
Deputy Chief Compliance Officer

Meagan manages the firm’s compliance and legal functions. In this capacity, she leads the development and oversight of River Road’s regulatory compliance, client compliance, and legal counsel responsibilities. Meagan is a Kentucky licensed attorney and serves as an adviser to the Executive Committee on compliance and legal topics. She joined River Road in 2007 and holds equity in the firm.

Education

  • JD, Louis D. Brandeis School of Law at the University of Louisville
  • BA in English, University of Kentucky

Compliance & Legal

Beth Haas
*
Senior Specialist, Compliance
Beth Haas
Senior Specialist, Compliance

Beth provides compliance and legal support, which includes regulatory compliance, client compliance, and certain legal responsibilities. She joined River Road in 2013.

Education

  • BA in History, Xavier University

Certifications

  • CFA Institute Investment Foundations® certificate holder

Compliance & Legal

Trading

Chris Fiorito
*
Director of Global Equity Trading
Chris Fiorito
*
Director of Global Equity Trading

Chris is responsible for leading the firm’s overall equity trading strategy, supporting the investment team, building and maintaining relationships with key stakeholders, including brokers, and managing the trading team. Chris joined River Road in 2012, bringing 20 years of equity trading experience to his role.

Prior Experience

  • Director Trading, Fox River Execution
  • Head of Equity Trading, Senior Trader, Allstate Investments LLC
  • Institutional Equity Trader, Merrill Lynch Capital Markets

Education

  • MBA, Loyola University
  • BS in Economics, Northern Illinois University
*
Shareholder
Founding associate

Trading

Tina Ray
*
Senior Equity Trader
Tina Ray
*
Senior Equity Trader

Tina is responsible for trade execution and reporting for the firm’s portfolios. She joined River Road in 2005, bringing more than 15 years of equity trading experience to her role.

Prior Experience

  • Senior Portfolio Specialist, Head Trader, Invesco - National Asset Management Corp. (NAM)

Education 

  • Associate in Computer Programming, Sullivan University
*
Shareholder
Founding associate

Trading

Jena Brummett
*
Senior Equity Trader
Jena Brummett
*
Senior Equity Trader

Jena is responsible for trade execution and reporting for the firm’s portfolios. She previously served in a portfolio analytics position at River Road. Jena joined River Road in 2008.

Education

  • MBA, Indiana University Southeast
  • BS in Business Economics and BBA in Management, University of Kentucky, summa cum laude
*
Shareholder
Founding associate

Trading

Portfolio Accounting

Sarah Riddle
*
Manager, Portfolio Accounting
Sarah Riddle
Manager, Portfolio Accounting

Sarah manages the firm’s portfolio accounting team, leading account reconciliation, corporate actions, and maintenance of official performance. She joined River Road in 2008, bringing more than 15 years of industry experience to her role.

Prior Experience

  • Compliance Officer, Invesco
  • Portfolio Accounting Manager, Invesco

Education

  • BBA in Accounting, Eastern Kentucky University

Portfolio Accounting

Lukas McKinley
*
Specialist, Portfolio Accounting
Lukas McKinley
Specialist, Portfolio Accounting

Lukas provides portfolio accounting support, which includes account reconciliation, corporate actions, and maintaining official performance. Prior to joining River Road full time in 2022, he served as a compliance intern at the firm.

Education

  • BSBA in Finance, University of Louisville

Portfolio Accounting

Finance

Shawn Schmidt
*
Manager, Finance
Shawn Schmidt
Manager, Finance

Shawn manages the firm’s finance team. In this capacity, she is responsible for budgeting, financial reporting, the general ledger, tax support, payroll support, and ensuring proper internal controls related to accounting and finance. Shawn previously served in a client service support position at the firm. She joined River Road in 2015.

Prior Experience

  • Math Teacher, Oldham County School District
  • Industrial Engineering Specialist, UPS

Education

  • MBA, Indiana Wesleyan University
  • BS in Mathematics Education, Purdue University

Certifications

  • CFA Institute Investment Foundations® certificate holder

Finance

Adrienne Holtzworth
*
Specialist, Finance
Adrienne Holtzworth
Specialist, Finance

Adrienne supports the finance team. Her responsibilities include accounts payable, accounts receivable, cash management, financial statement preparation, and general ledger maintenance. She joined River Road in 2019.

Prior Experience

  • Global Operations & Financial Analyst, Altares Dun & Bradstreet
  • Financial Analyst, Eneroi

Education

  • MSc in International Business & Management, IAE AIX-Marseille University in France
  • BBA in Accounting, Eastern Kentucky University
  • BBA in Finance and Risk Management & Insurance, Eastern Kentucky University

Finance

Information Technology

Jacob Meyers
*
Specialist, Information Technology
Jacob Meyers
Specialist, Information Technology

Jacob handles day-to-day IT issues, cybersecurity, vendor management, and business continuity planning. He joined River Road in 2022.

Prior Experience

  • Manager, Information Technology, Community Foundation of Sarasota County
  • Technical Support Specialist II/Team Lead, Centerstone of America
  • Desktop Support Technician, Stock Yards Bank & Trust

Education

  • BSBA in Computer Information Systems, University of Louisville

Information Technology

* Shareholder

† Founding associate