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.

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.

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.

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.

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

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.

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.

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 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 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.

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 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.

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

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

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