![Dylan M. Potter](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dylan M. Potter
Gestore di Portafoglio-Azioni presso
Howe & Rusling, Inc.
Profilo
Mr. Dylan M.
Potter is a Vice President & Senior Wealth Manager at Howe & Rusling, Inc. He is focused on helping clients achieve their long-term financial goals while also adhering to their unique time horizons and investment priorities.
Prior to joining Howe & Rusling, Mr. Potter served as an Army Ranger, serving multiple tours of duty in Afghanistan and Iraq.
He continues to serve as an officer in the NY Army National Guard.
He holds a degree in American History from the United States Military Academy at West Point.
Posizioni attive di Dylan M. Potter
| Società | Posizione | Inizio |
|---|---|---|
Howe & Rusling, Inc.
 Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Gestore di Portafoglio-Azioni | 01/07/2017 |
Formazione di Dylan M. Potter
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
9
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling employs active portfolio management of various large-cap equity, intermediate fixed income and ETF solutions to help clients meet their objectives. And since the impact of investment gains can be increased taxes, the firm actively considers tax-loss harvesting as part of their process. Their equity & ETF analysis is based on both top-down economic research which includes macroeconomic forecasts and geopolitical analysis, and on bottom-up fundamental research which generates investment ideas for individual securities based on their proprietary valuation model, earnings estimates, long-term growth forecasts, and technical analysis. | Finance |
US Military Academy
 US Military Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
