We’d like you to meet our team.
Click any team member to learn more!
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.
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.
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.
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.
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 is responsible for performing operational and research activities in our Fixed Income and Equities Groups.
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
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.
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.
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.
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.
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
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.
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.
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.
As Equity Analyst, Mark Thompson is responsible for identifying, assessing, and communicating investment ideas to the Director of Equities and the firm.
Vice President, Client Experience
Sarah is responsible for assessing and managing Howe & Rusling’s client experience.
Ryan Tomko, CFP
Ryan is a Portfolio Manager responsible for working closely with clients to help them achieve their financial objectives.
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.
Fixed Income Associate
Charity is a Fixed Income Associate and works closely with the Fixed Income team to manage client bond portfolios.