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Terri Gloeckler, CIPM


Manager, Client Services

Terri manages the workflow of the firm’s client services team, ensuring prompt and accurate client administration, which includes collateral production, client service reporting, and CRM maintenance. She previously served in a portfolio analytics position at River Road. Terri joined River Road in 2009.

Prior Experience

  • Client Service Administrator, Brighton Jones LLC
  • Contract Specialist, SunBridge Capital
  • Staffing Manager, Robert Half International


  • BS in Sociology, University of Cincinnati


  • CIPM® certificate holder
  • CFA Institute member
  • CFA Society Louisville member
* Shareholder
Founding associate