Brian William Lester
Chief Investment Officer bij Howe & Rusling, Inc.
Profiel
Mr. Brian W.
Lester, CFA, is a Chief Investment Officer at Howe & Rusling, Inc. Mr. Lester 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.
He 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.
Actieve functies van Brian William Lester
| Bedrijven | Functie | Begin |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Chief Investment Officer | 01-01-2023 |
Eerdere bekende functies van Brian William Lester
| Bedrijven | Functie | Einde |
|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Analyst-Equity | 01-12-2019 |
Opleiding van Brian William Lester
| Cornell University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Finance |
