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PROFESSIONALS
Russell S. Sims, CFA, CFP®
Managing Director and Chief Investment Officer
sims@riverpointcm.com
As Chief Investment Officer and Director of Research, Russell heads the
RiverPoint team performing fundamental and technical research for both equity
and fixed income investments. He has been with RiverPoint 12 years as a
Founding Partner and is a Chartered Financial Analyst (CFA). Russell serves
as the Portfolio Manager of the Growth Opportunity strategy and Co-Portfolio
Manager for the Growth & Income and Capital Appreciation strategies. He
has a particular expertise in the quantitative analysis of equities and
technical market analysis.
Russell has over 20 years of experience in the investment management
industry. He is a member of the Cincinnati Society of Financial Analysts and
the CFA Society of Cincinnati. Russell also has financial planning expertise
and is a Certified Financial Planner (CFP) and a member of the Association of
Financial Planners. He has recently received the additional distinction of
being Certified in Investment Performance Management (CIPM) by the CFA
Institute.
Russell began his investment career in trading operations at Merrill Lynch on
the New York Stock Exchange. Prior to founding RiverPoint, he was a Vice
President and Senior Portfolio Manager with Provident Investment Advisors,
where he actively managed major institutional client portfolios, co-managed
the Growth Portfolio strategy and was a Senior Research Analyst in the Equity
Research Group. While at Provident, he also directed the hedging strategy
team for the bank’s propriety mortgage portfolio.
Russell earned a Bachelor of Arts Degree in Economics from Lafayette College
and an MBA from Xavier University. He is a Trustee and former Treasurer of
Historic Southwest Ohio.
Valerie
Newell
Mark
Hogan
Leon Loewenstine
Victor
Lassandro
Cathy
Ellsworth
Ryan
Brown
Pamela
Schmitt
Kirk Koppenhoefer
Stephanie
Parrish
Mary
Sawyer
Kris
Wickemeier
Joe
Schneider
Kathryn
Class
Other
Staff
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