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
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
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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
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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
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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
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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
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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
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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
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Photo to Come
David H. Jackson, CFA Director, High Yield and Credit
Joined Richmond Capital team in 2022
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 Structured Product Analyst
1 year 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 Product Analyst
1 year 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
38 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
8 years on Richmond Capital team
B.S. Computer Science, Elon University, 1995
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Janis H. Warren Managing Director
Operations
35 years on Richmond Capital team
B.S. Education, Bob Jones University, 1979
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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
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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
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Linda A. Crocker Director
Client Services
21 years on Richmond Capital team
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Lori G. Little Director
Client Services
15 years on Richmond Capital team
Prior Experience: Trusco Capital Management
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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
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Vivian V. Chan Operations Analyst
Joined Richmond Capital team in 2022
B.S. Chemical Science, Virginia Commonwealth University, 2014
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