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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.


  • BS in Finance, University of Louisville 


  • CFA® charterholder 
  • CFA Institute member
  • CFA Society Louisville member
* Shareholder
Founding associate