Investment Team
ACM Wealth is unique in that our investment team is in-house, experienced and accessible to you and your ACM wealth advisor. We understand that investment selection and management requires experience, specific skills and time.
Our investment team is headed by nationally recognized economist and money manager Dr. Charles Lieberman and consists of former Wall Street, Federal Reserve and World Bank economists, academics, money managers, PhDs, CFAs and security analysts.
We look to exploit our economic expertise when determining our top-down direction for markets and the economy. In the end, it is our bottom-up value approach of equity and fixed income security selection that rounds out our customized portfolios.
“First and foremost we are driven by value, broadly defined. We want to buy growth cheaply, using a contrarian’s approach focusing on value stocks that offer above average return prospects that aren’t reflected in the price.”
– Dr. Charles Lieberman, Co-founder and CIO
Investment Team in Alphabetical Order
Dr. Charles Lieberman
Partner /Portfolio Manager / Chief Investment Officer
charles.lieberman@acmwealth.com
Dr. Charles Lieberman is the Chief Investment Officer and co-founder of Advisors Capital Management, LLC. He began his professional career as an academic at the University of Maryland and Northwestern University. After five years in academia, he joined the Federal Reserve Bank of New York as head of its Monetary Analysis staff before coming to...READ FULL BIO
David Lieberman, M.B.A.
Partner / Portfolio Manager
Director of Investment Research
Director of Investment Research
david.lieberman@acmwealth.com
David is currently a Partner and Managing Director with Advisors Capital Management where he sits on the Management Committee, bringing nearly 25 years of experience in investment management, corporate finance, and corporate management. Prior to joining Advisors Capital, Mr. Lieberman founded and sold 3 companies, including BookRags, Inc. He served as BookRags’ President and CEO...READ FULL BIO
Dr. JoAnne Feeney
Partner / Portfolio Manager
joanne.feeney@acmwealth.com
Dr. JoAnne Feeney is a Portfolio Manager and a member of the investment committee with Advisors Capital Management, LLC (ACM). Prior to joining ACM, Dr. Feeney was senior equity analyst for more than 10 years at boutique sell-side firms including Punk, Ziegel & Co., FTN Equity Capital, Longbow Research, and ABR Investment Strategy where she...READ FULL BIO
Paul Broughton, CFA
Portfolio Manager
paul.broughton@acmwealth.com
Paul Broughton is an equity portfolio manager with ACM. Prior to joining the firm, he was a co-manager of the Salient Dividend Signal Strategy® portfolios. Prior to joining Salient in 2010, Paul held various roles in fixed income portfolio management and trading with Pacific Capital Bancorp and American Century Investments. He began his career with...READ FULL BIO
Randall T. Coleman, CFA
Portfolio Manager
randall.coleman@acmwealth.com
Randall Coleman is a portfolio manager focused in international and small/mid cap securities. Before joining ACM, Randall was the co-manager of the Salient Dividend Signal Strategy® portfolios. Previously, Randall was a portfolio manager and analyst for Berkeley Capital Management. In 2008, Forward Management acquired Berkeley, and subsequently in 2015, Salient acquired Forward. Before joining Berkeley...READ FULL BIO
Kevin Kelly
Partner / Portfolio Manager
kevin.kelly@acmwealth.com
Mr. Kelly is the Portfolio Manager of Fixed Income and a member of the Investment Committee. Before joining ACM, Mr. Kelly was a portfolio manager at Verition Fund Management New York, NY where his duties included managing a long/short portfolio. Prior to Verition Fund Management, Mr. Kelly was a Vice President at Goldman Sachs and a research analyst...READ FULL BIO
David L. Ruff, CFA
Partner / Portfolio Manager
david.ruff@acmwealth.com
Prior to joining ACM as a Portfolio Manager, David Ruff was a managing director and senior portfolio manager at Salient where he co-managed the Dividend Signal Strategy® portfolios. Previously, David was chief investment officer for Berkeley Capital Management. In 2008, Forward Management acquired Berkeley, and subsequently in 2015, Salient acquired Forward. Prior to joining Berkeley...READ FULL BIO
Kevin E. Strauss, CFA
Partner / Portfolio Manager
kevin.strauss@acmwealth.com
Mr. Strauss is a Portfolio Manager and a member of the investment committee with Advisors Capital Management, LLC (ACM). Prior to joining ACM Mr. Strauss was the former Vice Chairman of Abner Herrman & Brock Asset Management (AHB) for seventeen years where he managed equity and fixed income portfolios and was a member of that firm’s investment...READ FULL BIO
Interested in a customized solution?
Investment Updates
30Oct
Markets and Investing
The Great Fall of China?
China is the largest contributor to global economic growth and is crucial across supply chains and the raw materials and technology sectors. China's...
12Jun
Markets and Investing
Turkey’s “New” Leadership
Investors rush to Turkish markets after new Treasury and Finance Minister, Mehmet Simsek, is chosen in hopes of momentum following pro market policy...
17Apr
Markets and Investing
Market Rallies in Advance of Gloomy Earnings Season: What Gives?
The latest market rally seems contradictory to recent talk of recession and the expected low earnings for the first quarter. Portfolio manager Dr....
