Richmond Capital Management - Investment Advisor

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.

Howard K. Bos, CFA

Howard K. Bos, CFA
President

23 years on Richmond Capital team

Prior Experience: Key Capital Partners, NationsBank Capital Markets

B.A. Science and Languages, The College of William & Mary, 1985

Beth L. Baron, CFA, CFP ®

Beth L. Baron, CFA, CFP®
Managing Director

Portfolio Manager

22 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

21 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

Paul H. Lundmark, CFA

Paul H. Lundmark, CFA
Managing Director

Portfolio Manager


19 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

19 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
Managing Director

Portfolio Manager

5 years on Richmond Capital team

Prior Experience: Virginia Retirement System

Master of Finance, MIT, 2014
B.S. Systems Engineering, University of Virginia, 2011

John R. Sides

John R. Sides, CFA
Managing Director

Portfolio Manager

3 years on Richmond Capital team

Prior Experience: J.P. Morgan Investment Mgmt.

B.A. Economics, Political
Science & Philosophy,
University of Pennsylvania, 2011

Nicholas Sejnost


Nicholas T. Sejnost

Vice President
Senior Structured
Product Analyst


1 year on Richmond Capital team

Prior Experience:  Bank of America Securities

B.S. Finance & Accounting, University of Michigan, 2011.

Stephen M. Rosa


Stephen M. Rosa, CFA

Vice President
Senior Securitized
Product Analyst


1 year on Richmond Capital team

Prior Experience:  E*Trade; PricewaterhouseCoopers

B.S. Finance, Brigham Young University, 2010

Elizabeth M. Harris


Elizabeth M. Harris

Managing Director

Client Services

38 years on Richmond Capital team

B.S. Business Administration and Finance, Virginia Commonwealth University, 1984

Tammie Burks


Tammie A. Burks
Managing Director

Operations


8 years on Richmond Capital team

B.S. Computer Science, Elon University, 1995

Janis H. Warren


Janis H. Warren

Managing Director

Operations


35 years on Richmond Capital team

B.S. Education, Bob Jones University, 1979

Geoffrey B. Sale


Geoffrey B. Sale
Chief Compliance Officer


20 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
Head of Business Development

4 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

Joined Richmond Capital team 2022

Prior Experience: Amalgamated Bank, Bentall Kennedy, CBRE

B.S. Biology, The Colorado College, 1979

Linda A. Crocker


Linda A. Crocker

Director

Client Services

21 years on Richmond Capital team

Lori G. Little


Lori G. Little
Director

Client Services

15 years on Richmond Capital team

Monica A. Spaulding


Monica A. Spaulding

Senior Marketing & Investment Product Analyst


2 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