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Mary Lisa Sisson

Vice President, Director of Client Services at Howe & Rusling, Inc.
Overview
Relationships
Paths
Education
Career History

Mary Lisa Sisson

Vice President, Director of Client Services at Howe & Rusling, Inc.

Overview

Number of Relationships
This person is connected to 22 people.

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Chairman, President & Chief Compliance Officer at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Vice President, Strategy at Howe & Rusling, Inc.

Vice President, Director of Fixed Income Research at Howe & Rusling, Inc.

Vice President, Senior Portfolio Manager at Howe & Rusling, Inc.

Head Receptionist at Howe & Rusling, Inc.

Vice President & Senior Equity Analyst at Howe & Rusling, Inc.

Client Services Administrator at Howe & Rusling, Inc.

Former Vice President, Director of Operations at Howe & Rusling, Inc.
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Educational Background

 
Boston College is one of the nation's best and most selective universities, with U.S. News & World Report ranking Boston College 31st among national universities, and Forbes ranking it 26th in its 2012 America's Best Colleges listing. Boston College confers more than 4,000 degrees annually in more than 50 fields of study through eight schools and colleges. Faculty members are committed to both teaching and research having earned nearly $60 million in research grants in the last year alone. The University has made a major commitment to academic excellence. As part of its Strategic Plan, Boston College is in the process of adding 100 new faculty positions, expanding faculty and graduate research, increasing student financial aid to more than $128 million annually, and widening opportunities in key undergraduate programs, such as international study, internships and student formation. Boston College has experienced tremendous growth in recent years, including a 75 percent increase in undergraduate applications over the past decade, to more than 34,000 for the 2,250 seats in its freshman class. During the same period, an increase in voluntary giving from alumni has helped to move the University's endowment to approximately $1.9 billion. Boston College students have also earned more than 200 prestigious academic scholarships over the past decade, including 2 Rhodes Scholarships, 4 Marshalls, 9 Goldwaters and 162 Fulbright grants.

Career History

Vice President, Director of Client Services
2006 - Current
Howe & Rusling mainly offers large-cap equity and intermediate fixed income investment management strategies. The firm researches security selection, and tactical asset class and sector allocations. They assist clients with some financial planning and on occasion use outside asset managers and ETFs, but their primary focus is on security selection.Howe & Rusling has three main equity strategies: Core Equity, Equity Income and Concentrated Equity. Their Core Equity portfolio is a diversified portfolio of approximately 30 large-cap equities. The firm's Equity Income portfolio is a portfolio of approximately 30 higher dividend equities, intended for clients looking to increase their portfolio income, or reduce their portfolio volatility. Howe & Rusling's Concentrated Equity portfolio is a non-diversified portfolio holding 6 to 8 of their core equity positions, intended for smaller and more aggressive investors.Howe & Rusling's fixed income analysts use a combination of macroeconomic analysis & forecasting, proprietary modeling, sector-specific research, and financial reporting analysis. All securities are considered based on their yield to maturity, risk/reward profile, their liquidity, their optionality, and how they fit into each portfolio. The firm's primary fixed income expertise is in the Treasury, Agency, Investment Grade Corporate, Municipal, and Agency Mortgage Backed sectors.

Other Affiliations

Mary Lisa Sisson is affiliated with Howe & Rusling, Inc..

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