People

Portfolio managers at Richmond Capital are generalists. They serve as idea generators, as credit analysts, and as securities traders. Additionally, portfolio managers make themselves available for client service. Given these job demands, our portfolio managers’ extensive and diverse backgrounds serve the firm and our clients in an important way.

Howard K. Bos, CFA President 33 years Bond Investment Experience 20 years on Richmond Capital team Prior Experience: Key Capital Partners, Nationsbanc Capital Markets B.A. Science and Languages, The College of William & Mary, 1985	William H. Schultz, CFA Managing Director, Portfolio Manager 41 years Bond Investment Experience 28 years on Richmond Capital team Prior Experience: Sovran Capital Management, Harris Trust M.S. Finance, University of Wisconsin, 1978 B.B.A. Accounting & Finance, University of Wisconsin, 1975	Beth L. Baron, CFA, CFP ® Managing Director, Portfolio Manager 34 years Bond Investment Experience 19 years on Richmond Capital team Prior Experience: Banc of America Investment Services, Central Fidelity Bank B.S. Finance and Marketing, University of Virginia, 1983	R. Wheatley McDowell, CFA Managing Director, Portfolio Manager 32 years Bond Investment Experience 18 years on Richmond Capital team Prior Experience: First Union Securities, Nationsbanc Capital Markets, Lehman Brothers M.B.A. Finance, University of Virginia, 1987 B.A. Economics and Psychology, University of Virginia, 1982
Paul H. Lundmark, CFA Managing Director, Portfolio Manager 32 years Bond Investment Experience 16 years on Richmond Capital team Prior Experience: USAA Investment Management Co., Home Life Insurance Co., Washington Square Capital M.B.A. Business Administration, University of Minnesota, 1987, B.S. Business, University of Minnesota, 1983	Patton H. Roark, Jr., CFA Managing Director, Portfolio Manager 26 years Bond Investment Experience 16 years on Richmond Capital team Prior Experience: AFL-CIO Housing Inv. Trust, Price Waterhouse, Office of the Inspector General B.S. Accounting, Shepherd University, 1989	David W. Schultz, CFA Investment Officer 6 years Bond Investment Experience 2 year on Richmond Capital team Prior Experience: Virginia Retirement System, Master of Finance, MIT, 2014 B.S. Systems Engineering, University of Virginia, 2011	Elizabeth M. Harris Managing Director, Client Services 35 years Client Service Experience 35 years on Richmond Capital team B.S. Business Administration and Finance, Virginia Commonwealth University, 1984
Janis H. Warren Managing Director, Operations 32 years Operations Experience 32 years on Richmond Capital team B.S. Education, Bob Jones University, 1979	Geoffrey B. Sale Chief Compliance Officer 27 years Compliance Experience 17 years on Richmond Capital team Prior Experience: Wachovia Securities, GE Financial Assurance CPA, 1990 M.B.A. Business Administration, University of Richmond, 1996, B.S. Accounting, Clemson University, 1988	O. Gregory Glatt, III Vice President, Business Development 23 Years Investment Experience 1 Year on Richmond Capital team Prior Experience: Thompson Davis, BB&T B.A. History & English, Albright College, 1993	Pamela S. Cook Securities Administrator 30 years Operations Services Experience 30 years on Richmond Capital team
Sophitsa S. Brooker Securities Administrator 29 years Operations Services Experience 20 years on Richmond Capital team B.A. English, University of Richmond, 1976	Linda A. Crocker Client Services Associate 18 years Client Service Experience 18 years on Richmond Capital team	Lori G. Little Client Services Associate 17 years Client Service Experience 12 years on Richmond Capital team	Tammie Burks Operations Analyst 5 years Operations Services Experience 5 years on Richmond Capital team B.S. Computer Science, Elon University, 1995