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About
Brian Lester, CFA, is Chief Investment Officer at Howe & Rusling Wealth Management, where he oversees the firm’s equity and fixed income investment teams. In this role, he leads asset allocation strategies, directs portfolio construction, and is responsible for investment policy across client portfolios.
Lester’s investment expertise spans both equity and fixed income markets, with a focus on a wide range of sectors in public markets. He draws on deep experience managing multi-asset portfolios and leading investment teams, as evidenced by his tenure as Director of Equities at Howe & Rusling and as Managing Director at Manning & Napier, where he was instrumental in driving investment research and strategy.
He holds a Bachelor of Science in Agriculture, Resource, and Managerial Economics from Cornell University and is a CFA charterholder, underscoring his commitment to rigorous investment standards. Throughout his career, Lester has contributed significantly to the development of investment processes and team leadership in the wealth management and institutional asset management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Howe & Rusling Wealth Management | Chief Investment Officer | Oct 2023 to Present | Responsible for managing the equity and fixed income investment teams that execute the firm’s investment strategies. I also manage the firm’s equity investment portfolios and am responsible for asset... |
| Howe & Rusling Wealth Management | Director of Equities | Feb 2021 to Sep 2023 | Responsible for managing Howe and Rusling's equity discipline and overseeing all the firm’s equity strategies, portfolios and equity investment personnel. |
| Manning & Napier | Managing Director | Jan 2009 to Dec 2019 | • Member of Senior Research Group that team-managed Manning & Napier’s U.S., global and international equity portfolios 2009-2015 • Managed a group of 4-7 equity research analysts • Trained more than ... |
| Manning & Napier | Senior Analyst | Jan 2006 to Dec 2008 | • Analyzed, recommended and managed healthcare equity investments • Team-managed a healthcare equity mutual fund portfolio • Investment research performance award in 2008 |
| Manning & Napier | Analyst | Sep 2001 to Dec 2008 | • Analyze, recommend and monitor equity investments in domestic and international life sciences companies • Co-manage life sciences mutual fund 2003-2008 • Interview, hire and train new investment pro... |
| Manning & Napier | Associate | Oct 1998 to Aug 2001 | Researched, analyzed, recommended and monitored healthcare equity investments with analysts and the Managing Director of healthcare equity research. Star performer award in investment research in 2000 |
Education
Cornell University
Bachelor of Science - BS, Agriculture, Resource and Managerial Economics
1994 — 1997
Others at Howe & Rusling Inc. (2)
| Name | Role | Location |
|---|---|---|
 | Partner | Rochester, NY , United States |
M Mark Thompson | Senior Equity Analyst | Rochester, NY , United States |
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