Richmond Capital Management - Investment Advisor

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

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

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 ®

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

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

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

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

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


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


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

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, lll

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


Pamela S. Cook

Securities Administrator

30 years Operations Services Experience
30 years on Richmond Capital team

Sophitsa S. Brooker


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


Linda A. Crocker

Client Services Associate

18 years Client Service Experience
18 years on Richmond Capital team

Lori G. Little

Lori G. Little
Client Services Associate

17 years Client Service Experience
12 years on Richmond Capital team

Tammie Burks


Tammie Burks
Operations Analyst

5 years Operations Services Experience
5 years on Richmond Capital team

B.S. Computer Science, Elon University, 1995