Dylan Potter, CFA, CFP® named Forty Under 40 Honoree by Rochester Business Journal
Join us in congratulating Dylan Potter, CFA, CFP®, Vice President, Wealth Manager for making the Rochester Business Journal’s Forty Under 40 list, a testament to his exceptional professional and personal merit. In addition to being a partner at Howe & Rusling, Dylan serves on the board of the Veterans Outreach Center, making a profound impact in and outside the office. See the full list of Forty Under 40 honorees.
Craig Cairns, Honored as Power 30 Banking & Finance by Rochester Business Journal
The Rochester Business Journal announced today its annual Power 30 Banking and Finance list of leaders for 2023. We’re proud to share that our very own president, Craig Cairns, is among this year’s honorees. Read more about our Power President and the other Power 30 recipients.
Brian Lester, CFA, Promoted to Chief Investment Officer
We are pleased to announce the promotion of Brian Lester to Chief Investment Officer. In his new role Brian assumes overall responsibility for managing the firm’s equity and fixed income investment teams. He also manages the firm’s equity investment portfolios and is responsible for asset allocation decisions between equity and fixed income securities.
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