Howe & Rusling Wealth Management


Portfolio Operations Associate

Daniel is responsible for managing equity and ETF trading. He works closely with each Wealth Manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations. Daniel graduated from Colgate University where he earned his degree in Environmental Studies while competing on the Division I lacrosse team.

Outside of work, Dan enjoys spending time with his new French Bulldog puppy, Wesson.

Dylan Potter

"Although I will not consider myself very well-traveled, my favorite place I’ve been to, and been back to, is Montana and Wyoming. My girlfriend and I have gone to both states on two separate trips. Seeing Yellowstone National Park is unlike any experience you’ll ever have on the East Coast."

Daniel LaCrosse, Portfolio Operations Associate

We’d love to hear
from you.

[email protected]

(585) 325 4140

120 East Avenue, Rochester, New York 14604