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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Howe & Rusling Wealth Management | Senior Equity Analyst | Jul 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 Analyst | Apr 2019 to Aug 2025 | — |
| Manning & Napier | Junior Research Analyst | Jan 2018 to Mar 2019 | — |
| Manning & Napier | Senior Equity Research Associate | Jan 2016 to Dec 2017 | — |
| Manning & Napier Advisors | Equity Research Associate | Jan 2014 to Jan 2016 | — |
| Manning & Napier Advisors | Equity Research Assistant | Jul 2012 to Jan 2014 | — |
| Morgan Stanley | Institutional Equity Sales Intern | Mar 2012 to May 2012 | — |
| Fidelity Worldwide Investment | European Equity Research Intern | Jun 2011 to Aug 2011 | — |
| Fidelity International | Equity Research Analyst Intern | Jun 2010 to Jul 2010 | — |
| Battery Ventures | Research Analyst Intern | Jun 2009 to Aug 2009 | — |
| Fidelity Investments | Equity Research Analyst Intern | Jun 2008 to Aug 2008 | — |
Education
Villanova University
Bachelor in Business Administration, Finance, Accounting, Real Estate
2008 — 2012
Others at Howe & Rusling Inc. (2)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | NY , United States | |
| Partner | Rochester, NY , United States |
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