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Russell Lundeberg

Owner & Chief Investment Officer

Barrett Capital Management LLC

United States, Virginia, Midlothian

About Me

Russell E. Lundeberg Jr. is the Chief Investment Officer for Barrett Capital Management, LLC. Russell has been working in the investment industry for more than 25 years. He has extensive experience in the areas of researching, developing and implementing quantitative investment strategies, and is well regarded for his expertise with alternative investments, portfolio management, and investment analysis. He holds the CPA designation and is Series 65 registered as an Investment Advisory Agent. Russell is a former member of the Central Virginia Board of Governors, and the statewide Board of Directors for the Virginia Opera. Russell has a Bachelor of Science degree from the University of Rich

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Profile Information

Owner & Chief Investment Officer

Barrett Capital Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Midlothian

Virginia

United States

Oct 9, 2024

Work Experience

Barrett Capital Management, LLC

Owner & Chief Investment Officer
Jul 2023 - Present
Email: rlundeberg@barrettcap.com

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