People
Portfolio managers at Richmond Capital are generalists. They serve as idea generators, credit analysts, and 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
24 years on Richmond Capital team
Prior Experience: Key Capital Partners, NationsBank Capital Markets
B.A. Science and Languages, The College of William & Mary, 1985
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Beth L. Baron, CFA, CFP®
Managing Director
Portfolio Manager
23 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
22 years on Richmond Capital team
Prior Experience: First Union Securities,
NationsBank 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
20 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
20 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
Managing Director
Portfolio Manager
6 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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John R. Sides, CFA
Managing Director
Portfolio Manager
4 years on Richmond Capital team
Prior Experience: J.P. Morgan Investment Mgmt.
B.A. Economics, Political
Science & Philosophy,
University of Pennsylvania, 2011
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David H. Jackson, CFA
Director
High Yield and Credit
1 year on Richmond Capital team
Prior Experience: PENN
Capital Management, Fitch Ratings, Federal Reserve
B.S. Finance, Rutgers
University School of Business, 2004
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Nicholas T. Sejnost
Vice President
Senior Securitized Analyst
2 years on Richmond Capital team
Prior Experience: Bank of America Securities
B.S. Finance & Accounting, University of Michigan, 2011.
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Stephen M. Rosa, CFA
Vice President
Senior Securitized Analyst
2 years on Richmond Capital team
Prior Experience: E*Trade; PricewaterhouseCoopers
B.S. Finance, Brigham Young University, 2010
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Elizabeth M. Harris
Managing Director
Client Services
39 years on Richmond Capital team
B.S. Business Administration and Finance, Virginia Commonwealth University, 1984
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Tammie A. Burks
Managing Director
Operations
9 years on Richmond Capital team
B.S. Computer Science, Elon University, 1995
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Geoffrey B. Sale
Chief Compliance Officer
21 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
5 years on Richmond Capital team
Prior Experience: Thompson Davis, BB&T
B.A. History & English, Albright College, 1993
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Michael A. Ibarra
Vice President
Investor Relations
1 year on Richmond Capital team
Prior Experience: Amalgamated Bank, Bentall Kennedy, CBRE
B.S. Biology, The Colorado College, 1979
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Linda A. Crocker
Director
Client Services
22 years on Richmond Capital team
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Lori G. Little
Director
Client Services
16 years on Richmond Capital team
Prior Experience: Trusco Capital Management
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Monica A. Spaulding
Senior Marketing & Investment Product Analyst
3 years on Richmond Capital team
Prior Experience: Cary Street Partners, Sterling Capital Management, BB&T Scott & Stringfellow
B.L.A. Interdisciplinary Studies, Minor in Business, University of Richmond, 2011
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Vivian V. Chan
Operations Analyst
1 year on Richmond Capital team
B.S. Chemical Science, Virginia Commonwealth University, 2014
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De'shawn M. Threatt
Reconciliation Specialist
Joined Richmond Capital team in 2023
B.S. Financial Technology, Virginia Commonwealth University, 2022
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Corey A. Brent
Reconciliation Specialist
Joined Richmond Capital team in 2023
B.A. Economics/Business, Virginia Tech, 2021
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