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
22 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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William H. Schultz, CFA
Managing Director
Portfolio Manager
30 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
21 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
20 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
18 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
18 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
4 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
2 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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Nicholas Sejnost
Vice President
Senior Structured Product Analyst
Joined Richmond Capital team, 2021
Prior Experience: Bank of America Securities
B.S. Finance & Accounting, University of Michigan, 2011.
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Stephen M. Rosa, CFA
Vice President
Securitized Product Analyst
Joined Richmond Capital team, 2021
Prior Experience: E*Trade; PricewaterhouseCoopers
B.S. Finance, Brigham Young University, 2010
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Elizabeth M. Harris
Managing Director
Client Services
37 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
34 years on Richmond Capital team
B.S. Education, Bob Jones University, 1979
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Geoffrey B. Sale
Chief Compliance Officer
19 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
3 years on Richmond Capital team
Prior Experience: Thompson Davis, BB&T
B.A. History & English, Albright College, 1993
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Linda A. Crocker
Director
Client Services
20 years on Richmond Capital team
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Lori G. Little
Director
Client Services
14 years on Richmond Capital team
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Monica A. Spaulding
Client Service and Operations Associate
1 year on Richmond Capital team
B.L.A. Interdisciplinary Studies, Minor in Business, University of Richmond, 2011
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Tammie Burks
Director
Operations
7 years on Richmond Capital team
B.S. Computer Science, Elon University, 1995
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Elizabeth Cohen
Operations Analyst
1 year on Richmond Capital team
B.S. Kinesiology, James Madison University, 2003
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