Staff Archive | Howe & Rusling

Andrea M. Gray, Esq.

Emily Lambert February 28, 2023

Andrea is responsible for the Firm’s estate planning capabilities. As an attorney since 2006 and licensed in NY and TX, Andrea partners with the financial planning team to analyze client plans with respect to trusts, wills, powers of attorney, asset protection plans, Medicaid and long-term care considerations. She works hard to ensure our clients have a comprehensive, cohesive, and personal up-to-date plan that protects their legacy now and into the future. Holistic, compassionate and collaborative planning are fundamental to her work. To that end, she maintains a separate and independent boutique law firm, AMG Law Group, that is available to

Charity DiCola

mschultz November 22, 2022

Charity works closely with the Fixed Income team to manage client bond portfolios. She graduated summa cum laude in 2016 from Ithaca College with a BA in Economics and a BA with honors in Mathematics. Outside of work, Charity enjoys all manner of exercise, particularly running, indoor rock climbing, and yoga. She also likes to knit, mostly to justify her strong affinity for streaming reruns of her favorite television shows. “Time travel: backward or forward? I’m adopted, so while I would love to say I’d go back in time and meet my ancestors and gain a deeper understanding and appreciation

Daniel Lacrosse

mschultz November 22, 2022

Daniel is responsible for managing equity and ETF trading. He works closely with each Wealth Manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations. Daniel graduated from Colgate University where he earned his degree in Environmental Studies while competing on the Division I lacrosse team. Outside of work, Dan enjoys spending time with his new French Bulldog puppy, Wesson. “Although I will not consider myself very well-traveled, my favorite place I’ve been to, and been back to, is Montana and Wyoming. My girlfriend and

Jordyn Adams-Dane

mschultz November 22, 2022

Before joining Howe & Rusling, Jordyn managed a small business in the Rochester area for 11 years. She brings over a decade of customer service and administrative experience to Howe & Rusling. Jordyn graduated from Rochester Institute of Technology with a Bachelors degree in Marketing and a concentration in Network Security and System Administration. She is passionate about consistently providing an authentic, top-notch experience to clients, and loves getting to know each client’s unique story. Outside of work, Jordyn enjoys boating and spending time with her beloved Toy Poodle, Willow P. “My favorite place I’ve ever traveled to is India.

Mark Thompson

mschultz November 22, 2022

Mark is responsible for identifying, analyzing, and recommending investment opportunities for Howe & Rusling’s equity and ETF strategies. Mark joined Howe & Rusling in 2019 with seven years of equity research experience at Manning & Napier. He holds a BBA from Villanova University, with majors in Finance and Accounting. Mark also serves as a member of the Finance Committee for Household Goods, Inc., a nonprofit charitable organization based in Acton, Massachusetts. Mark’s hobbies include traveling whenever possible, environmental conservation, and Saabs. “What do I love most about Rochester? Fantastic restaurants, a unique and incredibly artistic culture, rich industrial history, and

Elizabeth Koch

mschultz November 22, 2022

As the Marketing Manager, Elizabeth is responsible for developing, designing, and implementing marketing strategies. She brings over ten years of experience in the creative industry. Prior to joining the Howe and Rusling team, Elizabeth worked as an Art Director at Dixon Schwabl + Company and Partners and Napier. She holds a B.A. in Fine Arts and Art History from Bennington College. Outside of work Elizabeth loves spending time in the Finger Lakes on the water with friends, family, and her Australian Cattle dogs. “My husband and I are building New York State’s first fully electric and carbon neutral Maple Syrup

Ryan Tomko, CFP®

mschultz November 22, 2022

Ryan is a Wealth Manager and CERTIFIED FINANCIAL PLANNER™ responsible for working closely with clients to establish and achieve investment goals. He has a bachelor’s degree and MBA from Binghamton University. Ryan joined Howe & Rusling in 2015 after spending four years at Manning & Napier Advisors. “Outside of work, I enjoy spending time with my young family and being on the water in the Summer and skiing in the Winter. I am also an avid fan of teams for both types of Football – Buffalo Bills and Liverpool F.C.”

Greg Farrell

mschultz November 22, 2022

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. Greg holds a B.S. in Economics from St. Bonaventure University and is very active in the Rochester charitable community with present and past positions with the YMCA, the United Way, the Friendly Home, Cooperative Extension, American Diabetes and Breast Cancer research events. Greg spent many years coaching teens at Mercy High and as the teen youth minister at St. Louis Church. Greg’s hobbies

Mary Grace Paoletti, CPA

mschultz November 22, 2022

Mary Grace is a Financial Planner and Certified Public Accountant, responsible for working with clients to achieve both short-term and long-term financial goals. She works closely with the Wealth Management team in the development and management of clients’ financial plans. She graduated summa cum laude from St. John Fisher University with a B.S. in Accounting in 2020. Following college, she spent two years working as a tax accountant at The Bonadio Group. Outside of work, Mary Grace loves to cook, exercise, and spend time with family and friends whenever possible. “Would I rather travel backwards or forwards in time? I

Todd Artwell

mschultz November 22, 2022

Todd is responsible for performance driven fixed income asset management, security selection, and trading. He has over 24 years of professional experience in the investment field. Prior to joining Howe & Rusling, Todd was a Portfolio Manager for the State of Florida Treasury, where he was responsible for managing the State Treasury Short Duration fixed income investment portfolio. Todd also was a Portfolio Manager with Comerica Bank, responsible for the active fixed income management of customized fixed income portfolios, including two common trust funds. He received his BBA in Finance from The University of Toledo. One of Todd’s favorite pastimes

Staff

Andrea M. Gray, Esq.

Charity DiCola

Daniel Lacrosse

Jordyn Adams-Dane

Mark Thompson

Elizabeth Koch

Ryan Tomko, CFP®

Greg Farrell

Mary Grace Paoletti, CPA

Todd Artwell

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