Mark Thompson

Analyst-Equity at

Howe & Rusling, Inc.

Finance

Consumer Services

Profile

Mr. Mark Thompson is an Equity Analyst at Howe & Rusling, Inc. He is responsible for identifying, assessing, and communicating investment ideas to the Director of Equities and the firm.
Specific coverage includes the Consumer Discretionary and Industrials sectors.
He joined Howe & Rusling in 2019 with seven years of equity research experience at Manning & Napier.
He holds a BBA from Villanova University, with majors in Finance and Accounting.

Mark Thompson active positions

Companies	Position	Start
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.	Analyst-Equity	01/04/2019

All active positions of Mark Thompson

Former positions of Mark Thompson

Companies	Position	End
Manning & Napier Investor Services, Inc. Manning & Napier Investor Services, Inc. Investment Banks/BrokersFinance Part of Callodine Midco, Inc., Manning & Napier Investor Services, Inc. delivers value through an active, independent approach and disciplined investment process. The American company prioritizes personal relationships to understand clients' needs and help them save for the future, plan with confidence, and retire comfortably. The company also offers partnership to businesses, identifying opportunities and providing a blueprint for success. Since 1970, they have been providing investment and wealth management solutions to help people and organizations achieve their financial goals.	Corporate Officer/Principal	01/03/2019

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Linked companies

Private companies	3
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
Manning & Napier Investor Services, Inc. Manning & Napier Investor Services, Inc. Investment Banks/BrokersFinance Part of Callodine Midco, Inc., Manning & Napier Investor Services, Inc. delivers value through an active, independent approach and disciplined investment process. The American company prioritizes personal relationships to understand clients' needs and help them save for the future, plan with confidence, and retire comfortably. The company also offers partnership to businesses, identifying opportunities and providing a blueprint for success. Since 1970, they have been providing investment and wealth management solutions to help people and organizations achieve their financial goals.	Finance
Villanova University Villanova University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services