Our people

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 investment data management functions. Additionally, he is a supervising portfolio manager for River Road’s Focused Absolute Value^® portfolio. Alex previously served as Director of Research for River Road. He is Chair of the Investment Oversight Committee and a member of the Executive 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. In this capacity, he maintains select analyst responsibilities and serves as analyst support for other strategies at the firm. Jeff previously served as Senior ESG Specialist and continues to lead the firm’s ESG research and principles implementation efforts. He is a member of the Investment Oversight Committee. 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® portfolio. 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^® portfolio. 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^® portfolio. 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

Swati provides research coverage of stocks for the firm’s strategies. She joined River Road in 2022.

Prior Experience

• Equity analyst covering global equites, Aoris Investment Management 
• Equity analyst covering Australian equities, CLSA 
• Investment associate in real estate securitized debt and distressed debt, Ocwen Asset Management

Education

• MBA, Indian School of Business in India
• BC in Actuarial Studies and Finance, University of New South Wales in Australia

Brett is an equity research analyst, providing 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^® portfolio. Brett was promoted to the investment team in 2021. He previously held investment data roles at the firm, most recently serving as Manager, Investment Data. Prior to joining River Road full time in 2017, he served as a client communications intern at the firm.

Education

• BSBA in Finance and BS in Economics, University of Louisville

Kevin provides research coverage of stocks for the firm’s strategies. He was promoted to the investment team in 2023 and previously served as a research coordinator. He joined River Road in 2021.

Education

• BSBA in Finance, The Ohio State University’s Fisher College of Business

Certifications/Affiliations

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

Devyn provides research coverage of stocks for the firm’s strategies. He joined River Road in 2024.

Prior Experience

• Analyst, Round Hill Asset Management

Education

• BA in Economics, University of California, San Diego
• Passed Level III of the CFA program