Dylan Potter, CFP®
Vice President, Portfolio Manager
Dylan is focused on helping our clients achieve their long-term financial goals while also adhering to their unique time horizons and investment priorities. Prior to joining Howe & Rusling, Dylan served as an Army Ranger, serving multiple tours of duty in Afghanistan and Iraq. He continues to serve as an officer in the NY Army National Guard. Dylan holds a degree in American History from the United States Military Academy at West Point. He completed his CFA Level I in 2021 and is currently a candidate in the CFA Level II curriculum. Dylan serves on the board of the Veterans Outreach Center.
Outside of work, Dylan enjoys reading and traveling the globe as much as possible.
"If I could have lunch with anyone from history, I’d choose Meriwether Lewis and William Clark, the leaders of the Lewis and Clark Expedition. In my opinion, the Lewis and Clark Expedition is the best leadership case study in American history. At a time when the leading scientists of the day still thought wooly mammoths roamed the continental interior, Lewis and Clark led about 30 other men across the continent and back on foot. To put this in perspective, we knew more about the moon when Apollo 11 touched down on the lunar service than Lewis and Clark knew about the interior of our country when they stepped off in 1804. They were completely isolated, alone, and unrelenting in their perseverance. I would like to know how they inspired their men to accomplish what they did. "
Dylan Potter, CFP®, Vice President, Portfolio Manager
We’d love to hear
(585) 325 4140
120 East Avenue, Rochester, New York 14604