John is responsible for performance-driven fixed income asset management, security selection, and trading. Prior to joining Howe & Rusling in 2025, John worked at Bank of America where he primarily focused on providing credit solutions for working capital loans, M&A financing, and debt restructuring. He received his Bachelor’s and Master of Finance degrees from the University of Dayton.
Katie joins Howe & Rusling with an extensive background in client service and relationship management, having previously worked at Manning & Napier for over 20 years. She enjoys getting to know people, forming genuine connections, and is committed to delivering an exceptional experience for each client. Katie received her bachelor’s degree from St. John Fisher University and holds the Certified Trust and Fiduciary Advisor designation. Outside of work, Katie enjoys reading and spending time with her family, including her husband and two young daughters. She is an active member of the Advisory Board of Best Buddies in Western New York
Best piece of advice you’ve ever received?
“Listen to advice and accept discipline, and at the end you will be counted among the wise.”
Andrea brings a diverse background of experience to her role as Client Service Associate & Office Assistant. Prior to joining Howe & Rusling, Andrea taught for 14 years, as well as worked in hospitality and customer service. She is passionate about working with people and improving their experiences in any way that she can. Andrea graduated from Nazareth College with a B.A. in Spanish and a M.A. in Liberal Studies. Outside of work, Andrea volunteers in cat rescue and loves to garden. I am proud to be a first-generation college graduate. The best advice I’ve ever received is “don’t
Vincent joined Howe & Rusling in 2024 with 6 years experience in the wealth management industry including 4 years at Charles Schwab and 2 years at a small RIA. Working in portfolio operations, he is responsible for equity trading, rebalancing and model management. He partners closely with our wealth managers, investment committee and operations team to ensure all client objectives are met. Vincent has his Bachelor’s degree in Economics from SUNY Geneseo. Outside of work, he enjoys golfing, running in local races and traveling both inside and outside of the United States.
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, AM Gray Law, that is available to work with our clients and other clients with estate planning, special needs planning, and elder law needs. Andrea’s compassion and advocacy for people with disabilities has led her to carve out a niche in her practice for special needs planning and elder law.
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 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 and has earned the Chartered Financial Analyst® designation. 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
As the Senior 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 dog. “My husband and I are building New York State’s first fully electric and carbon neutral Maple
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.”
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