River Road Asset Management
Industry: Company
DescriptionFounded: 2005 Parent organization: Affiliated Managers Group
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River Road Asset Management Employees
Employee
Years
Job
Industry
Whitney Conn, CPA, CIPM Whitney Conn, CPA, CIPM's River Road Asset Management Experience August 2011 - Present
Job Director of Operations at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management August 2011 - Present
Keller Williams Realty June 2009 - August 2011
Veredus Asset Management February 2003 - October 2008
Arco Aluminum, Inc. February 2000 - February 2003
Arthur Andersen LLP 1996 - 2000
Providian Financial 1994 - 1996
Education
Bellarmine University 1992 — 1996
BA, Accounting
River Road Asset Management August 2011 - Present
Keller Williams Realty June 2009 - August 2011
Veredus Asset Management February 2003 - October 2008
Arco Aluminum, Inc. February 2000 - February 2003
Arthur Andersen LLP 1996 - 2000
Providian Financial 1994 - 1996
Education
Bellarmine University 1992 — 1996
BA, Accounting
John Watkins, CFA's River Road Asset Management Experience January 2011 - Present
Job Equity Research Analyst at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management January 2011 - Present
Fidelity Investments August 2009 - December 2010
Fidelity Investments June 2008 - August 2008
Hilliard Lyons Capital Management June 2007 - August 2007
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.A., Finance
St. Xavier High School 2001 — 2005
River Road Asset Management January 2011 - Present
Fidelity Investments August 2009 - December 2010
Fidelity Investments June 2008 - August 2008
Hilliard Lyons Capital Management June 2007 - August 2007
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
B.A., Finance
St. Xavier High School 2001 — 2005
Bryan Flaherty, MBA's River Road Asset Management Experience February 2014 - Present
Job Client & Consultant Relations Specialist at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management February 2014 - Present
River Road Asset Management August 2012 - February 2014
Mercer December 2007 - August 2012
Education
Indiana University-Southeast 2010 — 2012
MBA
University of Kentucky 2003 — 2007
BS, Mathematical Economics
River Road Asset Management February 2014 - Present
River Road Asset Management August 2012 - February 2014
Mercer December 2007 - August 2012
Education
Indiana University-Southeast 2010 — 2012
MBA
University of Kentucky 2003 — 2007
BS, Mathematical Economics
Carrie Reed's River Road Asset Management Experience July 2012 - Present
Job Client Communications Coordinator at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management July 2012 - Present
Follett Higher Education Group August 2009 - July 2012
John Wiley and Sons November 2010 - April 2011
Purdue University - Information Technology at Purdue January 2009 - August 2009
Caterpillar Inc. September 2008 - January 2009
Caterpillar Inc. May 2008 - August 2008
Caterpillar Inc. May 2005 - May 2008
Education
Purdue University 2005 — 2009
Bachelor of Arts, Communications
River Road Asset Management July 2012 - Present
Follett Higher Education Group August 2009 - July 2012
John Wiley and Sons November 2010 - April 2011
Purdue University - Information Technology at Purdue January 2009 - August 2009
Caterpillar Inc. September 2008 - January 2009
Caterpillar Inc. May 2008 - August 2008
Caterpillar Inc. May 2005 - May 2008
Education
Purdue University 2005 — 2009
Bachelor of Arts, Communications
Elijah Williams's River Road Asset Management Experience January 2014 - May 2015
Job Consultant at LeighFisher
Industry Management Consulting
Experience
LeighFisher September 2015 - Present
River Road Asset Management January 2014 - May 2015
River Road Asset Management May 2013 - January 2014
Commonwealth Bank & Trust December 2011 - May 2013
Commonwealth Bank & Trust December 2011 - May 2012
Invesco Fixed Income May 2011 - December 2011
GE November 2010 - June 2011
Skills
Investments, Financial Analysis, Portfolio Management, Asset Management, Equities, Corporate Finance, Financial Modeling, Mutual Funds, Finance, Investment Management
Education
University of Louisville 2007 — 2011
B.S.B.A.
Passed Level 1 of the CFA Program
LeighFisher September 2015 - Present
River Road Asset Management January 2014 - May 2015
River Road Asset Management May 2013 - January 2014
Commonwealth Bank & Trust December 2011 - May 2013
Commonwealth Bank & Trust December 2011 - May 2012
Invesco Fixed Income May 2011 - December 2011
GE November 2010 - June 2011
Skills
Investments, Financial Analysis, Portfolio Management, Asset Management, Equities, Corporate Finance, Financial Modeling, Mutual Funds, Finance, Investment Management
Education
University of Louisville 2007 — 2011
B.S.B.A.
Passed Level 1 of the CFA Program
Tracy Thomas, CSA's River Road Asset Management Experience March 2009 - April 2010
Job Independent Agent, Medicare Options
Industry Insurance
Experience
AM Warner Insurance September 2013 - Present
Sovereign Seniors October 2010 - April 2013
WaterStep 2013 - 2013
River Road Asset Management March 2009 - April 2010
River Road Asset Management June 2005 - March 2009
Skills
Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, PowerPoint, Public Speaking, New Business Development, Social Media, Management, Marketing, Marketing Strategy, Customer Service, Small Business, Leadership, Event Planning, Coaching, Training
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science (BS), Management
Indiana University, Bloomington 1993 — 1997
B.S. Business Management, Business, Management, Marketing, and Related Support Services
AM Warner Insurance September 2013 - Present
Sovereign Seniors October 2010 - April 2013
WaterStep 2013 - 2013
River Road Asset Management March 2009 - April 2010
River Road Asset Management June 2005 - March 2009
Skills
Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, PowerPoint, Public Speaking, New Business Development, Social Media, Management, Marketing, Marketing Strategy, Customer Service, Small Business, Leadership, Event Planning, Coaching, Training
Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science (BS), Management
Indiana University, Bloomington 1993 — 1997
B.S. Business Management, Business, Management, Marketing, and Related Support Services
Sean Lutes's River Road Asset Management Experience May 2015 - Present
Job Research Coordinator at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management May 2015 - Present
River Road Asset Management November 2013 - Present
River Road Asset Management September 2012 - October 2013
GE Appliances November 2011 - August 2012
Hyland Financial Strategies August 2009 - November 2011
University of Louisville Office of Advancement April 2008 - February 2009
Education
University of Louisville 2007 — 2012
BSBA, Finance & Economics
St. Xavier High School 2003 — 2007
High School Diploma with Honors
River Road Asset Management May 2015 - Present
River Road Asset Management November 2013 - Present
River Road Asset Management September 2012 - October 2013
GE Appliances November 2011 - August 2012
Hyland Financial Strategies August 2009 - November 2011
University of Louisville Office of Advancement April 2008 - February 2009
Education
University of Louisville 2007 — 2012
BSBA, Finance & Economics
St. Xavier High School 2003 — 2007
High School Diploma with Honors
Traci Metzger DeHaven Traci Metzger DeHaven's River Road Asset Management Experience June 2008 - Present
Job Client Communications Specialist at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management June 2008 - Present
Enterprise Rent-A-Car December 2005 - December 2007
Education
University of Louisville 2012 — 2014
Master of Business Administration (MBA)
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2005
B.S., Business Administration
River Road Asset Management June 2008 - Present
Enterprise Rent-A-Car December 2005 - December 2007
Education
University of Louisville 2012 — 2014
Master of Business Administration (MBA)
Chapman University, The George L. Argyros School of Business and Economics 2002 — 2005
B.S., Business Administration
Katrina O'Leary's River Road Asset Management Experience February 2011 - Present
Job Vice President at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management February 2011 - Present
Opus Capital Management 2009 - January 2011
Madison Square Investors May 2005 - April 2009
NYLIM QED Investments October 2001 - May 2005
QED Investments September 2000 - October 2001
Education
FINRA Series 7 and 63
University of Kentucky
BS, Finance & Marketing
River Road Asset Management February 2011 - Present
Opus Capital Management 2009 - January 2011
Madison Square Investors May 2005 - April 2009
NYLIM QED Investments October 2001 - May 2005
QED Investments September 2000 - October 2001
Education
FINRA Series 7 and 63
University of Kentucky
BS, Finance & Marketing
Daniel Wenig Daniel Wenig's River Road Asset Management Experience May 2015 - August 2015
Job Law Clerk at Lynch, Cox, Gilman, & Goodman P.S.C.
Industry Legal Services
Experience
Lynch, Cox, Gilman & Goodman, PSC September 2015 - Present
River Road Asset Management May 2015 - August 2015
Brydon, Swearengen & England P.C. August 2013 - July 2014
University of Missouri June 2013 - August 2013
University of Missouri August 2009 - May 2013
National Sports Agency April 2009 - July 2011
Skills
Research, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Social Networking
Education
Louis D. Brandeis School of Law at the University of Louisville 2014 — 2017
Juris Doctor, Legal Studies
University of Missouri-Columbia 2009 — 2013
Bachelor of Science in Parks, Recreation, and Tourism, Sport Management
Lynch, Cox, Gilman & Goodman, PSC September 2015 - Present
River Road Asset Management May 2015 - August 2015
Brydon, Swearengen & England P.C. August 2013 - July 2014
University of Missouri June 2013 - August 2013
University of Missouri August 2009 - May 2013
National Sports Agency April 2009 - July 2011
Skills
Research, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Customer Service, Social Networking
Education
Louis D. Brandeis School of Law at the University of Louisville 2014 — 2017
Juris Doctor, Legal Studies
University of Missouri-Columbia 2009 — 2013
Bachelor of Science in Parks, Recreation, and Tourism, Sport Management
Matt Girardi's River Road Asset Management Experience March 2014 - Present
Job CFA Candidate, Butler University MBA and Former US Marine
Industry Financial Services
Experience
River Road Asset Management March 2014 - Present
Restoration Hardware November 2008 - July 2011
Defense Finance Accounting Service December 2008 - July 2010
United States Marine Corps September 2000 - September 2004
Education
Butler University 2010 — 2011
MBA, Finance
Indiana University-Southeast 2005 — 2008
Bachelors, Business Administration; Finance
CFA Institute
River Road Asset Management March 2014 - Present
Restoration Hardware November 2008 - July 2011
Defense Finance Accounting Service December 2008 - July 2010
United States Marine Corps September 2000 - September 2004
Education
Butler University 2010 — 2011
MBA, Finance
Indiana University-Southeast 2005 — 2008
Bachelors, Business Administration; Finance
CFA Institute
Shannon Burnett's River Road Asset Management Experience August 2011 - Present
Job Director of Client Communications at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management August 2011 - Present
Integrity Asset Management June 2003 - April 2011
INVESCO April 2002 - June 2003
INVESCO-National Asset Management June 1999 - April 2002
Robert Half International 1996 - 1999
Education
Bellarmine University 1999 — 2001
MBA
University of Louisville 1994 — 1998
BA, Psychology
River Road Asset Management August 2011 - Present
Integrity Asset Management June 2003 - April 2011
INVESCO April 2002 - June 2003
INVESCO-National Asset Management June 1999 - April 2002
Robert Half International 1996 - 1999
Education
Bellarmine University 1999 — 2001
MBA
University of Louisville 1994 — 1998
BA, Psychology
Jimmy Kapfhammer's River Road Asset Management Experience July 2013 - Present
Job Portfolio Coordinator at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management July 2013 - Present
River Road Asset Management November 2012 - June 2013
River Road Asset Management February 2011 - October 2012
UBS February 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - August 2010
Education
University of Louisville 2006 — 2010
B.S, Business Finance
River Road Asset Management July 2013 - Present
River Road Asset Management November 2012 - June 2013
River Road Asset Management February 2011 - October 2012
UBS February 2010 - August 2011
Morgan Stanley Smith Barney August 2008 - August 2010
Education
University of Louisville 2006 — 2010
B.S, Business Finance
Shawn Haufe, MBA's River Road Asset Management Experience January 2015 - Present
Job Finance Coordinator at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management January 2015 - Present
South Oldham High School August 2001 - June 2002
UPS July 1999 - February 2001
Skills
Team Building, Process Improvement, Teaching, Tutoring, Sports, Algebra, Data Analysis, Business Analysis, Event Management, Coaching, Analysis, Strategic Planning, Microsoft Word, Customer Service, Marketing Strategy
Education
Indiana Wesleyan University 2002 — 2004
Master of Business Administration (M.B.A.)
Purdue University 1989 — 1994
Bachelor of Science (BS), Mathematics
River Road Asset Management January 2015 - Present
South Oldham High School August 2001 - June 2002
UPS July 1999 - February 2001
Skills
Team Building, Process Improvement, Teaching, Tutoring, Sports, Algebra, Data Analysis, Business Analysis, Event Management, Coaching, Analysis, Strategic Planning, Microsoft Word, Customer Service, Marketing Strategy
Education
Indiana Wesleyan University 2002 — 2004
Master of Business Administration (M.B.A.)
Purdue University 1989 — 1994
Bachelor of Science (BS), Mathematics
Erik Keener, CFA's River Road Asset Management Experience February 2014 - Present
Job Senior Equity Research Analyst at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management February 2014 - Present
River Road Asset Management August 2008 - February 2014
Accenture 2004 - July 2008
Accenture June 2005 - June 2006
RR Donnelley June 2003 - June 2004
North State Bank December 1999 - January 2002
Education
University of Notre Dame 1999 — 2003
Bachelors, Finance & Political Science
River Road Asset Management February 2014 - Present
River Road Asset Management August 2008 - February 2014
Accenture 2004 - July 2008
Accenture June 2005 - June 2006
RR Donnelley June 2003 - June 2004
North State Bank December 1999 - January 2002
Education
University of Notre Dame 1999 — 2003
Bachelors, Finance & Political Science
Christopher Fiorito's River Road Asset Management Experience May 2012 - Present
Job Director of Trading at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management May 2012 - Present
Fox River Execution February 2010 - May 2012
Allstate Insurance April 1995 - December 2009
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, finance
Northern Illinois University 1986 — 1990
BS, Economics
River Road Asset Management May 2012 - Present
Fox River Execution February 2010 - May 2012
Allstate Insurance April 1995 - December 2009
Education
Quinlan School of Business, Loyola University Chicago 1991 — 1995
MBA, finance
Northern Illinois University 1986 — 1990
BS, Economics
Joe Van Cavage's River Road Asset Management Experience January 2011 - Present
Job Equity Research Analyst at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management January 2011 - Present
Intrepid Capital Funds May 2010 - December 2010
Harvest Investment Advisors, LLC May 2008 - August 2008
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
Masters of Business Administration, Finance, Security Analysis
University of Florida 2004 — 2007
Bachelor of Science (B.S.), Civil Engineering
River Road Asset Management January 2011 - Present
Intrepid Capital Funds May 2010 - December 2010
Harvest Investment Advisors, LLC May 2008 - August 2008
Education
University of Florida - Warrington College of Business Administration 2007 — 2009
Masters of Business Administration, Finance, Security Analysis
University of Florida 2004 — 2007
Bachelor of Science (B.S.), Civil Engineering
Elizabeth Vitale's River Road Asset Management Experience April 2007 - August 2011
Job Corporate and Foundation Giving Coordinator at Wisconsin Humane Society
Industry Hospitality
Experience
Wisconsin Humane Society October 2012 - Present
The Marcus Corporation February 2012 - July 2012
River Road Asset Management April 2007 - August 2011
St. Joseph Children's Home July 2006 - March 2007
Skills
Non-profits, Microsoft Office, Fundraising, Research, Microsoft Excel, Public Speaking, Nonprofits, Community Outreach, Event Planning, Marketing, Public Relations, Volunteer Management, Social Media Marketing
Education
Centre College 2002 — 2006
B.A., International Studies and Government with a minor in French
duPont Manual High School 1998 — 2002
Wisconsin Humane Society October 2012 - Present
The Marcus Corporation February 2012 - July 2012
River Road Asset Management April 2007 - August 2011
St. Joseph Children's Home July 2006 - March 2007
Skills
Non-profits, Microsoft Office, Fundraising, Research, Microsoft Excel, Public Speaking, Nonprofits, Community Outreach, Event Planning, Marketing, Public Relations, Volunteer Management, Social Media Marketing
Education
Centre College 2002 — 2006
B.A., International Studies and Government with a minor in French
duPont Manual High School 1998 — 2002
Shane Connor, CFA's River Road Asset Management Experience February 2010 - April 2015
Job Research Analyst at Bares Capital Management
Industry Capital Markets
Experience
Bares Capital Management May 2015 - Present
River Road Asset Management February 2010 - April 2015
Eubel Brady & Suttman Asset Management, Inc. June 2009 - September 2009
Kinsale Capital Management June 2008 - September 2008
Education
The Ohio State University Fisher College of Business 2006 — 2009
Bachelor of Science in Business Administration , Finance
Bares Capital Management May 2015 - Present
River Road Asset Management February 2010 - April 2015
Eubel Brady & Suttman Asset Management, Inc. June 2009 - September 2009
Kinsale Capital Management June 2008 - September 2008
Education
The Ohio State University Fisher College of Business 2006 — 2009
Bachelor of Science in Business Administration , Finance
Lanie Will's River Road Asset Management Experience September 2014 - Present
Job Client Communications Intern at River Road Asset Management
Industry Financial Services
Experience
River Road Asset Management September 2014 - Present
US Bank March 2014 - September 2014
Pandora of Louisville September 2012 - December 2013
Victoria's Secret November 2011 - December 2012
Education
University of Louisville 2013 — 2015
Finance, Entrepreneurship
Bellarmine University 2011 — 2012
Danville High school 2007 — 2011
River Road Asset Management September 2014 - Present
US Bank March 2014 - September 2014
Pandora of Louisville September 2012 - December 2013
Victoria's Secret November 2011 - December 2012
Education
University of Louisville 2013 — 2015
Finance, Entrepreneurship
Bellarmine University 2011 — 2012
Danville High school 2007 — 2011
Elizabeth A. Brenner's River Road Asset Management Experience February 2015 - Present
Job Director of Human Resources at River Road Asset Management
Industry Investment Management
Experience
River Road Asset Management February 2015 - Present
River Road Asset Management February 2014 - January 2015
River Road Asset Management February 2012 - January 2014
River Road Asset Management February 2010 - January 2012
River Road Asset Management July 2009 - January 2010
Education
University of Louisville 2010 — 2011
M.S., Human Resource Education
University of Kentucky
River Road Asset Management February 2015 - Present
River Road Asset Management February 2014 - January 2015
River Road Asset Management February 2012 - January 2014
River Road Asset Management February 2010 - January 2012
River Road Asset Management July 2009 - January 2010
Education
University of Louisville 2010 — 2011
M.S., Human Resource Education
University of Kentucky
Isaac Koenig's River Road Asset Management Experience September 2011 - December 2011
Job Student at Universiteit Maastricht
Industry International Trade and Development
Experience
River Road Asset Management September 2011 - December 2011
Skills
French, Microsoft Word, Microsoft Excel, Photoshop, PowerPoint, Windows, Writing, Composition
Education
Maastricht University 2012 — 2013
Master of Business Administration (MBA), International Business/Trade/Commerce
Bellarmine University 2009 — 2012
Bachelor's degree, International/Global Studies/minor in Economics
River Road Asset Management September 2011 - December 2011
Skills
French, Microsoft Word, Microsoft Excel, Photoshop, PowerPoint, Windows, Writing, Composition
Education
Maastricht University 2012 — 2013
Master of Business Administration (MBA), International Business/Trade/Commerce
Bellarmine University 2009 — 2012
Bachelor's degree, International/Global Studies/minor in Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY