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

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

William H. Schultz, CFA

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

Beth L. Baron, CFA, CFP ®

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

R. Wheatley McDowell, CFA

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

Paul H. Lundmark, CFA

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

Patton H. Roark Jr., CFA

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

David W. Schultz

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

John R. Sides

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

Photo to Come

Photo to Come


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.

Photo to Come

Photo to Come


Stephen M. Rosa, CFA

Vice President
Securitized Analyst


Joined Richmond Capital team, 2021

Prior Experience:  E*Trade; PricewaterhouseCoopers

B.S. Finance, Brigham Young University, 2010

Elizabeth M. Harris


Elizabeth M. Harris

Managing Director

Client Services

37 years on Richmond Capital team

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

Janis H. Warren


Janis H. Warren

Managing Director

Operations


34 years on Richmond Capital team

B.S. Education, Bob Jones University, 1979

Geoffrey B. Sale


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

O. Gregory Glatt, lll


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

Linda A. Crocker


Linda A. Crocker

Director

Client Services

20 years on Richmond Capital team

Lori G. Little


Lori G. Little
Director

Client Services

14 years on Richmond Capital team

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Photo to Come


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

Tammie Burks


Tammie Burks
Director

Operations


7 years on Richmond Capital team

B.S. Computer Science, Elon University, 1995

woman's silouette

Photo to Come


Elizabeth Cohen

Operations Analyst


1 year on Richmond Capital team

B.S. Kinesiology, James Madison University, 2003