Our people

As of December 31, 2023. 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

Client Communications

Traci DeHaven

Director of Client Communications

Traci DeHaven

†

Director of Client Communications

Traci manages the firm’s client communications team and function, which includes branding and design, collateral development, completion of requests for proposal and due diligence questionnaires, website management, and client administration. Traci joined River Road in 2008.

‍

Prior Experience

Assistant Manager, Enterprise Rent-A-Car

Education

MBA, University of Louisville
BS in Business Administration, Chapman University

Certifications

CFA Institute Investment Foundations® certificate holder

Shareholder

†

Founding associate

Megan Stinson

Senior Specialist, Client Communications

Megan Stinson

†

Senior Specialist, Client Communications

Megan leads the completion of requests for proposal and due diligence questionnaires for the firm’s prospective and existing clients and consultants. She joined River Road in 2011.

Education

BS in Marketing and Management, Western Kentucky University, summa cum laude

Certifications

CFA Institute Investment Foundations® certificate holder

Shareholder

†

Founding associate

Eva Cassidy

Coordinator, Client Communications

Eva Cassidy

†

Coordinator, Client Communications

Eva coordinates and produces client communication materials. She joined River Road in 2024.

Education

BS in Business Management, Brescia University
AS, Henderson Community College

Shareholder

†

Founding associate

Ella White

Coordinator, Client Communications

Ella White

†

Coordinator, Client Communications

Ella coordinates and produces client communication materials. Prior to joining River Road full time in 2024, she served as a client reporting intern at the firm.

‍Education

BA in Business Administration, Bellarmine University

Shareholder

†

Founding associate

Joy Lett

Coordinator, Client Services

Joy Lett

†

Coordinator, Client Services

Joy coordinates and produces client communication materials. She joined River Road in 2024.

‍Education

Pursuing an MBA, University of Louisville
BS in Management, Western Kentucky University
AA in General Business, Elizabethtown Community and Technical College

Shareholder

†

Founding associate

* Shareholder 
† Founding associate

R. Andrew Beck

Chief Executive Officer & Senior Portfolio Manager

Portfolio Management

Alex Brown

Chief Investment Officer

Research

Tom Griffin

Director of Investment Data Management

Investment Data Management

Rob Wainwright

Chief Business Development Officer

Business Development

Traci DeHaven

Director of Client Communications

Client Communications

Trenton Dethy

Research Coordinator

Research Support

Tom Mueller, CFA, CPA

Chief Operating Officer & Chief Compliance Officer

Compliance & Legal

Meagan Snyder, JD

Deputy Chief Compliance Officer

Compliance & Legal

Chris Fiorito

Director of Global Equity Trading

Trading

Sarah Riddle

Manager, Portfolio Accounting

Portfolio Accounting

Shawn Schmidt, CPA

Manager, Finance

Finance

Jacob Meyers

Manager, Information Technology

Information Technology

Elizabeth Brenner, PhD, SPHR

Chief Organizational Development Officer

Organizational Development

Erin Spencer

Executive Assistant

Human Resources & Administration

Jimmy Shircliff, CFA

Executive Advisor

Executive Advisory

Thom Forsha, CFA

Senior Portfolio Manager

Portfolio Management

Jeff Hoskins, CFA

Director of Research

Research

Glory Adebayo, PhD

Specialist, Investment Data Management

Investment Data Management

Ben Brady

Director, Client Development

Business Development

Megan Stinson

Senior Specialist, Client Communications

Client Communications

Tina Ray

Senior Equity Trader

Trading

Lukas McKinley

Specialist, Portfolio Accounting

Portfolio Accounting

Liz Dutschke, SHRM-CP

Senior Specialist, Human Resources & Manager, Administration

Human Resources & Administration

Greg Deuser, CFA

Executive Advisor

Executive Advisory

Morgan Reilly

Coordinator, Administration

Human Resources & Administration

William Hardy

Research Coordinator

Research Support

Justin Akin

Senior Portfolio Manager

Portfolio Management

Jimmy Kapfhammer, CFA

Senior Equity Research Analyst

Research

Beth Haas

Senior Specialist, Compliance

Compliance & Legal

Jena Brummett

Senior Equity Trader

Trading

Eva Cassidy

Coordinator, Client Communications

Client Communications

Naat Ambrosino

Coordinator, Investment Data Management

Investment Data Management

Matt Moran, CFA

Portfolio Manager

Portfolio Management

Allen Harris, CFA

Senior Equity Research Analyst

Research

Terri Gloeckler, CIPM

Manager, Performance Analytics

Investment Data Management

Ella White

Coordinator, Client Communications

Client Communications

Daniel Johnson, CFA, CPA

Portfolio Manager

Portfolio Management

Anthony Jahollari, CFA

Senior Equity Research Analyst

Research

Joy Lett

Coordinator, Client Services

Client Communications

Andrew McIntosh, CFA

Portfolio Manager

Portfolio Management

Swati Ananda

Equity Research Analyst

Research

Ashley Abney, CPA

Associate Portfolio Manager, Derived Strategies

Portfolio Management

Brett Leary

Equity Research Analyst

Research

Todd Mayberry, CFA

Associate Portfolio Manager

Portfolio Management

Kevin Mingus, CFA

Associate Equity Research Analyst

Research

Devyn Furiosi

Associate Equity Research Analyst

Research