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

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

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

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

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


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

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

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

John R Sides

John R. Sides
Investment Officer

Portfolio Manager

Joined Richmond Capital team in 2019

Prior Experience: J.P. Morgan Investment Mgmt.

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

Elizabeth M. Harris


Elizabeth M. Harris

Managing Director

Client Services

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 on Richmond Capital team

B.S. Education, Bob Jones University, 1979

Geoffrey B. Sale


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

O. Gregory Glatt, lll


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

Pamela S. Cook


Pamela S. Cook

Securities Administrator

30 years on Richmond Capital team

Sophitsa S. Brooker


Sophitsa S. Brooker

Securities Administrator


20 years on Richmond Capital team

B.A. English, University of Richmond, 1976

Linda A. Crocker


Linda A. Crocker

Client Services Associate

18 years on Richmond Capital team

Lori G. Little


Lori G. Little
Client Services Associate

12 years on Richmond Capital team

Tammie Burks


Tammie Burks
Operations Analyst


5 years on Richmond Capital team

B.S. Computer Science, Elon University, 1995