Portfolio Operations Manager
Elizabeth is responsible for managing equity and ETF trading. She works closely with each portfolio manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations. Elizabeth graduated from the University of Rochester with a B.S. in Chemical Engineering, and she’s been with Howe & Rusling for over seven years. Prior to Howe and Rusling, she worked in technical services at a healthcare IT firm in Madison, Wisconsin.
Elizabeth enjoys coaching youth cheerleading for the Brighton Jr. Barons and participating in the Rochester Paddle Tennis League.
"If I could have any talent in the world, or instantly become an expert in something, I would love to be bilingual and fluent in Spanish."
Elizabeth Perry, Portfolio Operations Manager
We’d love to hear
(585) 325 4140
120 East Avenue, Rochester, New York 14604