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MT

Mark Thompson

Senior Equity Analyst at Howe & Rusling Inc.

Rochester, NY , United States

About

Mark Thompson, CFA, is the Senior Equity Analyst at Howe & Rusling, Inc., based in Rochester, NY, where he is responsible for identifying, analyzing, and recommending investment opportunities across the firm's equity and ETF strategies. His work centers on in-depth equity research and portfolio construction, with an emphasis on both individual stock selection and broad market trends. He contributes to the investment team’s research processes and has a key role in investment committee decisions.

Mark’s sector expertise spans multiple industries within public equities, leveraging a disciplined research framework developed over more than a decade in the investment field. Prior to becoming Senior Equity Analyst, he served as an Equity Analyst at Howe & Rusling from 2019 and began his career as a Junior Research Analyst at Manning & Napier, further deepening his analytical skills in large-cap and mid-cap equity strategies.

He holds a Bachelor of Business Administration with majors in Finance and Accounting from Villanova University and is a Chartered Financial Analyst® charterholder. Mark has contributed to nonprofit leadership as a finance committee member and is recognized for his analytical rigor and commitment to fiduciary standards in investment management.

Career History

OrganizationRoleDate RangeDetails
Howe & Rusling Wealth ManagementSenior Equity AnalystJul 2025 to Present
Responsible for identifying, analyzing, and communicating investment opportunities for Howe & Rusling's equity and ETF strategies. Assists with the overall equity strategy and portfolio management of ...
Howe & Rusling, Inc.Equity AnalystApr 2019 to Aug 2025
Manning & NapierJunior Research AnalystJan 2018 to Mar 2019
Manning & NapierSenior Equity Research AssociateJan 2016 to Dec 2017
Manning & Napier AdvisorsEquity Research AssociateJan 2014 to Jan 2016
Manning & Napier AdvisorsEquity Research AssistantJul 2012 to Jan 2014
Morgan StanleyInstitutional Equity Sales InternMar 2012 to May 2012
Fidelity Worldwide InvestmentEuropean Equity Research InternJun 2011 to Aug 2011
Fidelity InternationalEquity Research Analyst InternJun 2010 to Jul 2010
Battery VenturesResearch Analyst InternJun 2009 to Aug 2009
Fidelity InvestmentsEquity Research Analyst InternJun 2008 to Aug 2008

Education

Villanova University

Bachelor in Business Administration, Finance, Accounting, Real Estate

2008 2012

Others at Howe & Rusling Inc. (2)

NameRoleLocation
Brian Lester
Brian Lester
Chief Investment OfficerNY , United States
Cfp® Dylan Potter
Cfp® Dylan Potter
PartnerRochester, NY , United States

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