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Brian William Lester
Directeur en chef des Investissements chez
Howe & Rusling, Inc.
Profil
Mr. Brian W.
Lester, CFA, is a Chief Investment Officer at Howe & Rusling, Inc. He joined the firm in 2021 and is responsible for managing the firm’s equity and fixed income investment teams that execute the firm’s investment strategies.
He also manages the firm’s equity investment portfolios and is responsible for asset allocation decisions between equity and fixed income securities.
Mr. Lester brings over 20 years of equity research and leadership experience to Howe & Rusling.
Prior to joining Howe & Rusling, he worked at Manning & Napier for 21 years, the last 11 of which he was a Managing Director responsible for managing teams of investment analysts.
Mr. Lester was also a portfolio manager for several of Manning & Napier’s investment products during his tenure, including US blend and US growth products.
He received a Bachelor’s degree in Agriculture, Resource and Managerial Economics from Cornell University and has earned the Chartered Financial Analyst designation.
Postes actifs de Brian William Lester
| Sociétés | Poste | Début |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Directeur en chef des Investissements | 01/01/2023 |
Anciens postes connus de Brian William Lester
| Sociétés | Poste | Fin |
|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Analyst-Equity | 01/12/2019 |
Formation de Brian William Lester
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
100
+
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Finance |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
