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.
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Howard K. Bos, CFA
President
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
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William H. Schultz, CFA
Managing Director
Portfolio Manager
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
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Beth L. Baron, CFA, CFP ®
Managing Director
Portfolio Manager
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
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R. Wheatley McDowell, CFA
Managing Director
Portfolio Manager
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
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Paul H. Lundmark, CFA
Managing Director
Portfolio Manager
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
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Patton H. Roark, Jr., CFA
Managing Director
Portfolio Manager
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
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David W. Schultz, CFA
Investment Officer
Portfolio Manager
2 years on Richmond Capital team
Prior Experience: Virginia Retirement System
Master of Finance, MIT, 2014
B.S. Systems Engineering, University of Virginia, 2011
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Elizabeth M. Harris
Managing Director
Client Services
35 years on Richmond Capital team
B.S. Business Administration and Finance, Virginia Commonwealth University, 1984
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Janis H. Warren
Managing Director
Operations
32 years on Richmond Capital team
B.S. Education, Bob Jones University, 1979
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Geoffrey B. Sale
Chief Compliance Officer
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
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O. Gregory Glatt III
Head of Business Development
1 Year on Richmond Capital team
Prior Experience: Thompson Davis, BB&T
B.A. History & English, Albright College, 1993
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Pamela S. Cook
Securities Administrator
30 years on Richmond Capital team
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Sophitsa S. Brooker
Securities Administrator
20 years on Richmond Capital team
B.A. English, University of Richmond, 1976
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Linda A. Crocker
Client Services Associate
18 years on Richmond Capital team
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Lori G. Little
Client Services Associate
12 years on Richmond Capital team
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Tammie Burks
Operations Analyst
5 years on Richmond Capital team
B.S. Computer Science, Elon University, 1995
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