Our Team

We’d like you to meet our team.

Click any team member to learn more!

CRAIG CAIRNS

CRAIG CAIRNS

President

Craig is the firm’s President and majority owner responsible for the day to day operations and strategic vision for the firm. Craig has more than 20 years of investment experience and is also a U.S. Army and Gulf War veteran where he flew Apache helicopters.

S.KIP ASTHEIMER

S.KIP ASTHEIMER

Vice President, Strategy

Stefan Kip Astheimer is involved in research and analysis as a member of the Equity, Fixed Income and Asset Allocation Committees, and is also involved in corporate development.

TODD ARTWELL

TODD ARTWELL

Fixed Income Senior Strategy Manager

As Fixed Income Senior Strategy Manager, Todd Artwell is responsible for performance driven fixed income asset management, security selection, and trading. He has over 21 years of professional experience in the investment field.

BRETT BOYER

BRETT BOYER

Junior Equity Analyst

As a Junior Equity Analyst, Brett works with the Equity Research team to identify investment opportunities for clients. Prior to joining Howe & Rusling, he spent 6 years working for Manning & Napier.

BILLY COOPER

BILLY COOPER

Investment Management Planner

As an Investment Management Planner, Billy works alongside the Portfolio Managers to help individual clients meet their short and long-term financial goals.

JAMES DEJOY

JAMES DEJOY

Research Assistant

James DeJoy is responsible for performing operational and research activities in our Fixed Income and Equities Groups.

GREG FARRELL

GREG FARRELL

Vice President, Portfolio Manager

Greg helps clients with the guiding principle of ‘plan, position, and preserve’. His experience includes positions held at Wilmington Trust, US Trust, and Axa Advisors as well as many years in the agriculture sector with Conagra Foods.

Steven MacNamara, CFA

Steven MacNamara, CFA

Director of Equities

As Director of Equities: As Director of Equities, Steve MacNamara is responsible for managing the firm’s equity discipline, and overseeing all the firm’s equity strategies. He brings over 30 years of equity research and leadership experience to Howe & Rusling.

Elizabeth Perry

Elizabeth Perry

Portfolio Operations Manager

As the firm’s 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.

Emily Lambert

Emily Lambert

Vice President, Operations Manager

As Vice President, Operations Manager, Emily is responsible for various aspects of accounting and information technology for the firm; as well as maintaining core operational data for all client portfolios.

Dylan Potter

Dylan Potter

Investment Management Planner

Dylan is an Investment Management Planner, focused on helping our clients achieve their long-term financial goals while also adhering to their unique time horizons and investment priorities.

Casey Ryan

Casey Ryan

Vice President, Senior Portfolio Manager

Casey joined Howe & Rusling from Charles Schwab & Co. where he was an Investment Center Manager for five years. He brings two decades of financial services and client relationship experience to his role as Senior Portfolio Manager.

Mary Lisa Sisson

Mary Lisa Sisson

Vice President, Director of Client Service

Mary Lisa Sisson’s primary responsibility is overseeing all aspects of account administration and servicing for Howe & Rusling clients.

Karen Spinello

Karen Spinello

Receptionist, Administrative Assistant

Karen brings over 30 years of financial services administration experience to Howe & Rusling. Prior to joining the firm, she worked for Manning & Napier and Chase Bank in the trust department.

Nancy Sutton

Nancy Sutton

Senior Client Service Manager

Nancy is responsible for assisting the portfolio managers with client service and administration. Before joining Howe & Rusling, Nancy worked in the fundraising division of the University of Rochester.

Mark Thompson

Mark Thompson

Equity Analyst

As Equity Analyst, Mark Thompson is responsible for identifying, assessing, and communicating investment ideas to the Director of Equities and the firm.

Sarah Swan

Sarah Swan

Vice President, Client Experience

Sarah is responsible for assessing and managing Howe & Rusling’s client experience.

Ryan Tomko, CFP

Ryan Tomko, CFP

Portfolio Manager

Ryan is a Portfolio Manager responsible for working closely with clients to help them achieve their financial objectives.

John Trentacoste

John Trentacoste

Director of Fixed Income

John joined Howe & Rusling in June 2018 as Director of Fixed Income. In that role, John is responsible for managing the firm’s fixed income strategies including taxable and tax-exempt portfolios.

Charity Willett

Charity Willett

Fixed Income Associate

Charity is a Fixed Income Associate and works closely with the Fixed Income team to manage client bond portfolios.