Terri Gloeckler, CIPM
*
†
Manager, Client Reporting
Terri manages the workflow of the firm’s client reporting team, ensuring the prompt and accurate distribution of standard client reporting. 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
Education
- BS in Sociology, University of Cincinnati
Certifications/Affiliations
- CIPM® certificate holder
- CFA Institute member
- CFA Society Louisville member
* Shareholder
† Founding associate
† Founding associate