Dan Lacrosse
Geen lopende functies
Profiel
Mr. Daniel Lacrosse is a Portfolio Operations Associate at Howe & Rusling, Inc. He is responsible for managing equity and ETF trading.
He works closely with each Wealth Manager to match client objectives with the strategies of the Howe & Rusling Investment Committee while monitoring and maintaining asset allocation compliance and trading operations.
He graduated from Colgate University where he earned his degree in Environmental Studies.
Eerdere bekende functies van Dan Lacrosse
Bedrijven | Functie | Einde |
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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. | Trading-Equity | - |
Opleiding van Dan Lacrosse
Colgate University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 1 |
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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 |