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 and a supervising portfolio manager for the Focused Absolute Value® portfolio. He is Chair of the Executive Committee and Co-Chair of the 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® portfolio. He is a 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. He is a member of the Executive Committee. 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 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

Andrew is a portfolio manager for River Road’s Dividend All-Cap Value portfolio. He previously served as a senior equity analyst for River Road. Andrew joined River Road in 2011 and holds equity in the firm.

Prior Experience

• Structured Finance Analyst on a portfolio of subprime and second lien securities, AEGON USA Investment Management LLC
• Commercial Mortgage Production Analyst, AEGON USA Realty Advisors Inc.

Education

• BBA in Finance, University of Iowa

Certifications/Affiliations

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

Ashley is an associate portfolio manager for River Road’s Focused Absolute Value^® portfolio, responsible for operational and trading activities and working with the supervising portfolio managers to develop and manage client communications. Additionally, she maintains select analyst responsibilities and serves as analyst support for other strategies at the firm. Prior to her promotion to the investment team in 2009, Ashley held responsibilities across several operational functions. She joined River Road in 2006 and holds equity in the firm. 

Prior Experience

• Customer Service Representative, Associated Insurance Services

Education

• BS in Economics, Centre College

Certifications/Affiliations

• CPA designation
• Kentucky Society of CPAs member

Todd is an associate portfolio manager for River Road’s Small Cap Value and Small-Mid Cap Value portfolios. Todd previously served as a senior equity research analyst for River Road. He joined River Road in 2014 and holds equity in the firm.

Prior Experience

• Senior Associate, Corporate Banking, PNC Bank 

Education

• BBA in Finance, University of Cincinnati

Certifications/Affiliations

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