Barrett Capital Management,LLC

Russell Lundeberg is a financial advisor at Barrett Capital Management, LLC with 24 years of industry experience. He holds the Series 65 designation and has been with Barrett Capital Management since 2002. Outside of his advisory role, he serves as managing partner at Currituck Capital LLC, focusing on research and analysis. Barrett Capital Management provides fee-based investment advisory and portfolio management services to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers strategy with an emphasis on diversification and capital preservation, integrating fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Damir Strmel is a financial advisor at Barrett Capital Management, LLC in Richmond, VA, holding a Series 65 designation with 17 years of industry experience. He has been with Barrett Capital Management since 2008. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm uses a manager-of-managers approach with a proprietary Global AI™ quantitative methodology for asset allocation, emphasizing diversification and capital preservation.

Raymond Hines Jr. is a financial advisor at Barrett Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Barrett Capital Management since 2014, following an 18-year tenure at Sterling Business. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach focused on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology for asset allocation.

Jeffrey Lear is a financial advisor with Barrett Capital Management, LLC, holding a Series 65 designation and six years of industry experience. Prior to joining Barrett Capital Management in 2019, he worked at GreenMile from 2012 to 2018. Outside of his advisory role, he serves as a Regional Sales Director for Demisto, a Palo Alto Networks company, focusing on cloud security orchestration platform sales. Barrett Capital Management provides fee-based investment advisory and portfolio management primarily to individuals, trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing both fundamental and technical analysis alongside a proprietary Global AI™ quantitative methodology.

Ryan Greenlee is a CFP® professional with three years of industry experience, currently serving as an advisor at Barrett Capital Management, LLC since 2022. Prior to joining Barrett Capital, he worked at Jones Lang LaSalle for six years and McKesson for three years. Barrett Capital Management provides fee-based investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as trusts, corporations, and charitable organizations. The firm employs a manager-of-managers approach with an emphasis on diversification and capital preservation, utilizing a proprietary Global AI™ quantitative methodology across client accounts.