Brian Lester

At Howe & Rusling, portfolio construction isn’t driven by a single opinion or market headline—it’s shaped by a disciplined, team-based process grounded in research, debate, and long-term perspective.

In this article, Brian Lester, CFA, Chief Investment Officer, explains how our six-person investment team integrates bottom-up security analysis with thoughtful macroeconomic insight to manage individual stock, bond, and ETF portfolios. You’ll gain a clearer understanding of how we evaluate companies, assess economic conditions, and make portfolio decisions to help support clients as they work toward their long-term financial goals —not short-term market noise.