Howe & Rusling, Inc.
Industry: Company
DescriptionFounded: 1930
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Howe & Rusling, Inc. Employees
Employee
Years
Job
Industry
John Kaddo John Kaddo's Howe & Rusling, Inc. Experience December 2012 - Present
Job Fixed Income Analyst, Research & Management at Howe & Rusling, Inc.
Industry Investment Management
Experience
Howe & Rusling, Inc. December 2012 - Present
Rochester Institute of Technology January 2010 - May 2013
The Ayco Company, L.P. November 2011 - March 2012
Skills
Microsoft Excel, Bloomberg, Microsoft Word, Trading, Fixed Income Analysis, Financial Modeling, Fixed Income, Equity Research, Microsoft Office, PowerPoint, Data Analysis, Teamwork
Education
Rochester Institute of Technology 2013 — 2014
Master of Business Administration (MBA)
Rochester Institute of Technology 2009 — 2013
Bachelor of Science (BS), Finance, General
Howe & Rusling, Inc. December 2012 - Present
Rochester Institute of Technology January 2010 - May 2013
The Ayco Company, L.P. November 2011 - March 2012
Skills
Microsoft Excel, Bloomberg, Microsoft Word, Trading, Fixed Income Analysis, Financial Modeling, Fixed Income, Equity Research, Microsoft Office, PowerPoint, Data Analysis, Teamwork
Education
Rochester Institute of Technology 2013 — 2014
Master of Business Administration (MBA)
Rochester Institute of Technology 2009 — 2013
Bachelor of Science (BS), Finance, General
Jim Hakewill, CFP® Jim Hakewill, CFP®'s Howe & Rusling, Inc. Experience October 2007 - June 2010
Job DCIO Specialist at Manning & Napier
Industry Financial Services
Experience
Manning & Napier April 2014 - Present
Manning & Napier January 2012 - April 2014
Manning & Napier June 2010 - December 2011
Howe & Rusling, Inc. October 2007 - June 2010
William Blair and Company June 2006 - August 2007
Johnstown Chiefs January 2006 - April 2006
Idaho Steelheads September 2005 - January 2006
Education
College for Financial Planning 2008 — 2009
CFP® Professional Education Program
St. Lawrence University 2001 — 2005
BA, Economics
Westminster 1999 — 2001
Manning & Napier April 2014 - Present
Manning & Napier January 2012 - April 2014
Manning & Napier June 2010 - December 2011
Howe & Rusling, Inc. October 2007 - June 2010
William Blair and Company June 2006 - August 2007
Johnstown Chiefs January 2006 - April 2006
Idaho Steelheads September 2005 - January 2006
Education
College for Financial Planning 2008 — 2009
CFP® Professional Education Program
St. Lawrence University 2001 — 2005
BA, Economics
Westminster 1999 — 2001
Taranjit Singh Johar Taranjit Singh Johar's Howe & Rusling, Inc. Experience August 2010 - June 2011
Job Senior Analyst
Industry Transportation/Trucking/Railroad
Experience
Allison Transmission April 2014 - Present
Navistar Inc September 2011 - April 2014
Howe & Rusling, Inc. August 2010 - June 2011
Maruti Suzuki India Limited June 2005 - November 2009
Skills
Financial Analysis, Strategic Sourcing, Microsoft Excel, Analysis, Supply Chain, Strategy, PowerPoint, Contract Negotiation, Access, Microsoft Word, Financial Forecasting, Crystal Ball, Oracle E-Business Suite, Financial Modeling, Six Sigma, Valuation, Business Strategy, Supply Chain Management, Product Development, Business Analysis, Forecasting, Procurement, Purchasing, Pricing, SAP, Business Process..., Operations Management, Cross-functional Team..., Process Improvement
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
Master of Business Administration, Accounting and Finance
Punjab Engineering College 2001 — 2005
Bachelor of Engineering, Mechanical Engineering
Allison Transmission April 2014 - Present
Navistar Inc September 2011 - April 2014
Howe & Rusling, Inc. August 2010 - June 2011
Maruti Suzuki India Limited June 2005 - November 2009
Skills
Financial Analysis, Strategic Sourcing, Microsoft Excel, Analysis, Supply Chain, Strategy, PowerPoint, Contract Negotiation, Access, Microsoft Word, Financial Forecasting, Crystal Ball, Oracle E-Business Suite, Financial Modeling, Six Sigma, Valuation, Business Strategy, Supply Chain Management, Product Development, Business Analysis, Forecasting, Procurement, Purchasing, Pricing, SAP, Business Process..., Operations Management, Cross-functional Team..., Process Improvement
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
Master of Business Administration, Accounting and Finance
Punjab Engineering College 2001 — 2005
Bachelor of Engineering, Mechanical Engineering
Tim Hamilton, CFP®'s Howe & Rusling, Inc. Experience September 2011 - June 2015
Job Vice President Wealth Management Advisor at Atlas Private Wealth Management, LLC
Industry Financial Services
Experience
Atlas Private Wealth Management, LLC July 2015 - Present
Howe & Rusling, Inc. September 2011 - June 2015
Howe & Rusling, Inc. July 2008 - September 2011
City of St. Paul, MN June 2007 - September 2007
J.P. Morgan January 2007 - June 2007
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Financial Markets, Bonds, Financial Analysis, Capital Markets, Investment Management, Strategic Financial..., Asset Management, Alternative Investments, Equity Research, Mutual Funds, Financial Planning
Education
College for Financial Planning 2011 — 2012
Certificate, Financial Planning
University of Rochester 2004 — 2008
Bachelors, Economics, Finance & Accounting Certificate from Simon School of Business
Atlas Private Wealth Management, LLC July 2015 - Present
Howe & Rusling, Inc. September 2011 - June 2015
Howe & Rusling, Inc. July 2008 - September 2011
City of St. Paul, MN June 2007 - September 2007
J.P. Morgan January 2007 - June 2007
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Financial Markets, Bonds, Financial Analysis, Capital Markets, Investment Management, Strategic Financial..., Asset Management, Alternative Investments, Equity Research, Mutual Funds, Financial Planning
Education
College for Financial Planning 2011 — 2012
Certificate, Financial Planning
University of Rochester 2004 — 2008
Bachelors, Economics, Finance & Accounting Certificate from Simon School of Business
Ethan Wade Ethan Wade's Howe & Rusling, Inc. Experience 2012 - August 2013
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities August 2013 - Present
Howe & Rusling, Inc. 2012 - August 2013
C&M FORWARDING 2011 - May 2012
Seaway Advisors January 2011 - May 2011
The College September 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Sales, Leadership, Management, Customer Service, Investments, Portfolio Management
Education
State University of New York College at Brockport 2008 — 2011
Bachelor of Science, Finance
Brighton Securities August 2013 - Present
Howe & Rusling, Inc. 2012 - August 2013
C&M FORWARDING 2011 - May 2012
Seaway Advisors January 2011 - May 2011
The College September 2010 - May 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Sales, Leadership, Management, Customer Service, Investments, Portfolio Management
Education
State University of New York College at Brockport 2008 — 2011
Bachelor of Science, Finance
Tom Sauer Tom Sauer's Howe & Rusling, Inc. Experience September 2014 - Present
Job Equity Analyst at Howe & Rusling, Inc.
Industry Financial Services
Experience
Howe & Rusling, Inc. September 2014 - Present
Howe & Rusling, Inc. July 2011 - September 2014
BNY Mellon August 2010 - July 2011
Wells Fargo Financial May 2009 - December 2009
Skills
Portfolio Management, Bloomberg, Investments, Finance, Asset Allocation, Equities, Leadership, Structured Products, Financial Advisory, ETFs, Trading, Investment Management, Bloomberg Terminal, Financial Analysis, Valuation, Equity Research, Risk Management, Accounting
Education
2016 Level I Candidate in the CFA Program
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master's degree, Finance
State University of New York College at Fredonia
B.A., Economics
Howe & Rusling, Inc. September 2014 - Present
Howe & Rusling, Inc. July 2011 - September 2014
BNY Mellon August 2010 - July 2011
Wells Fargo Financial May 2009 - December 2009
Skills
Portfolio Management, Bloomberg, Investments, Finance, Asset Allocation, Equities, Leadership, Structured Products, Financial Advisory, ETFs, Trading, Investment Management, Bloomberg Terminal, Financial Analysis, Valuation, Equity Research, Risk Management, Accounting
Education
2016 Level I Candidate in the CFA Program
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master's degree, Finance
State University of New York College at Fredonia
B.A., Economics
Elizabeth Perry Elizabeth Perry's Howe & Rusling, Inc. Experience December 2014 - Present
Job Portfolio Operations Manager at Howe & Rusling, Inc.
Industry Investment Management
Experience
Howe & Rusling, Inc. December 2014 - Present
Howe & Rusling, Inc. September 2013 - November 2014
Epic July 2012 - July 2013
O'Brien & Gere May 2010 - August 2011
Skills
Environmental Awareness, Data Analysis, Microsoft Excel, Visual Basic, Environmental..., Microsoft Office, Troubleshooting, Chemical Engineering, PowerPoint, Engineering, Analysis, Project Management, Teamwork
Education
University of Rochester 2008 — 2012
Bachelor of Science (BS), Chemical Engineering
Howe & Rusling, Inc. December 2014 - Present
Howe & Rusling, Inc. September 2013 - November 2014
Epic July 2012 - July 2013
O'Brien & Gere May 2010 - August 2011
Skills
Environmental Awareness, Data Analysis, Microsoft Excel, Visual Basic, Environmental..., Microsoft Office, Troubleshooting, Chemical Engineering, PowerPoint, Engineering, Analysis, Project Management, Teamwork
Education
University of Rochester 2008 — 2012
Bachelor of Science (BS), Chemical Engineering
Adam Harmon's Howe & Rusling, Inc. Experience February 2011 - February 2012
Job Associate JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. May 2014 - December 2014
JPMorgan Chase & Co. August 2012 - May 2014
Rochester Institute of Technology September 2011 - February 2012
Howe & Rusling, Inc. February 2011 - February 2012
Key Bank June 2010 - August 2010
Paychex March 2010 - June 2010
Education
Rochester Institute of Technology
MBA
Rochester Institute of Technology
Business Administration, Finance
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. May 2014 - December 2014
JPMorgan Chase & Co. August 2012 - May 2014
Rochester Institute of Technology September 2011 - February 2012
Howe & Rusling, Inc. February 2011 - February 2012
Key Bank June 2010 - August 2010
Paychex March 2010 - June 2010
Education
Rochester Institute of Technology
MBA
Rochester Institute of Technology
Business Administration, Finance
Barbara MacInnes's Howe & Rusling, Inc. Experience May 1989 - October 2004
Job Portfolio Administrator at A. Montag & Associates
Industry Investment Management
Experience
A. Montag & Associates August 2006 - Present
Howe & Rusling, Inc. May 1989 - October 2004
E.F. Miller & Co., Inc. December 1980 - April 1989
Education
Grove City College 1974 — 1978
BS, Biology
A. Montag & Associates August 2006 - Present
Howe & Rusling, Inc. May 1989 - October 2004
E.F. Miller & Co., Inc. December 1980 - April 1989
Education
Grove City College 1974 — 1978
BS, Biology
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