Personal relationships. Independent thinking.

Russell E. Lundeberg Jr., CPA

Chief Executive Officer & Chief Investment Officer

FocusInvestment strategyPortfolio managementQuantitative research

Russell brings more than 30 years of investment-industry experience to his leadership of Barrett Capital Management. His work spans the research, development, and implementation of quantitative investment strategies, with experience in alternative investments, portfolio management, and investment analysis.

At Barrett Capital, Russell works with the quantitative development team to evaluate the fundamental information that drives global markets, work that has helped shape the firm’s systematic approach to investment research and portfolio decisions.

Education & professional background

Russell holds the CPA designation and is Series 65 registered as an Investment Advisory Agent. He earned a Bachelor of Science in Accounting from the University of Richmond and a master’s degree in Management Information Systems from the University of Virginia.

Speaking, media & community

He has spoken at investment forums in the United States, Canada, the Caribbean, and Europe. His investment perspective has appeared in outlets including The Wall Street Journal, CNBC, Bloomberg Television and Radio, Reuters, and the Richmond Times-Dispatch. He previously served on the Central Virginia Board of Governors and the statewide Board of Directors of the Virginia Opera.

Beyond the office

Curiosity drives Russell outside the office as much as in it. He loves to travel, especially to national parks, and enjoys hiking. He’s also an adventurous home cook who loves experimenting with cuisines from around the world. Most of all, he values time with his wife, Jeanine, and their two daughters.

Explore our investment approach

Ryan Greenlee, CFP®

Chief Operating Officer & Chief Compliance Officer

FocusOperations & complianceFinancial planningRisk management

Ryan joined Barrett Capital in 2022 after more than 20 years of Fortune 500 experience spanning strategy, finance, technology, compliance, risk management, and operations. He applies that background to the firm’s operations, financial management, and work with individuals and families.

He began his career at General Electric, later joining GE Financial Assurance (now Genworth Financial). There, his experience included senior needs planning, long-term care, insurance, employee benefits, and business strategy. He subsequently worked in financial planning and analysis at McKesson Medical-Surgical and in finance and business intelligence at Jones Lang LaSalle.

Education & credentials

Ryan earned a Bachelor of Science in Communications from James Madison University and a master’s degree in Management Information Systems from the University of Virginia’s McIntire School of Commerce. He completed Virginia Commonwealth University’s Certificate in Financial Planning in 2007 and earned his CFP® certification in 2008.

Beyond the office

Ryan and his wife, Lissa, enjoy spending time outdoors with their two children. Their family’s philanthropic interests have included the Leukemia & Lymphoma Society, the Alzheimer’s Association, and the Cancer Foundation for Life.

Damir Strmel

Director of Quantitative Development

FocusQuantitative developmentFinancial engineeringGlobal market research

Damir brings more than 25 years of industry experience to Barrett Capital’s investment research, with a background in wealth management, financial engineering, and software development. Before joining the firm, he spent 11 years at private investment funds, creating and modeling trading algorithms and developing software to implement, monitor, and evaluate investment strategies.

At Barrett Capital, he works with Russell Lundeberg to develop metrics that identify and monitor fundamental forces in global markets. Their research has contributed to the firm’s quantitative methodology. Born in Croatia and widely traveled, Damir brings an international perspective to his analysis of markets and portfolio construction.

Education & professional background

Damir earned a Bachelor of Arts in Economics from the University of Virginia and an MBA in Decision and Information Sciences from the University of Florida. He also pursued postgraduate study in philosophy and literary criticism at The New School in New York City. He is Series 65 registered as an Investment Advisory Agent.

Beyond the office

He volunteers teaching Tai Chi to senior citizens and enjoys playing and recording music, backpacking, and golf.

Spencer Hines

Relationship Consultant

FocusClient relationshipsFinanceCommunity connections

Spencer’s career has been devoted to finance, with experience as a commercial banker, corporate treasurer, and investment banker. His professional work began in New York and continued in Richmond, where he brings his financial background and local connections to his role as a relationship consultant at Barrett Capital.

Education & community

Spencer attended St. Christopher’s School, earned a Bachelor of Arts from the University of Virginia, and received his MBA from UVA’s Darden School of Business. He has served on numerous boards of business, civic, and nonprofit organizations.

Beyond the office

He enjoys sports of all kinds and spending time with his two sons.

Jeff Lear

Relationship Consultant

FocusClient relationshipsInstitutional relationshipsBusiness development

Jeff works with high-net-worth clients and leads Barrett Capital’s institutional efforts. He brings more than 30 years of sales and sales-management experience, including co-founding a cloud-based technology company.

That background informs his approach to understanding clients’ needs and relating those needs to the investment strategies available through the firm. His role spans both individual relationships and the priorities of institutional investors.

Education & professional background

Jeff earned a Bachelor of Science in Business Management from the University of Delaware and completed the University of Richmond’s Mini MBA program, along with sales and sales-management certifications. He is Series 65 registered as an Investment Advisory Agent.