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. Yet in the end, it is our fundamental 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
Team of Investment Experts

Paul Broughton, CFA
PORTFOLIO MANAGER
- U.S. Dividend
- International Strategies
- Small/Mid Cap
- Investment Committee

Randall T. Coleman, CFA
PORTFOLIO MANAGER
- International Strategies
- Small/Mid Cap
- Investment Committee

Dr. JoAnne Feeney
PARTNER
PORTFOLIO MANAGER
- Growth
- Balanced
- Investment Committee

Dr. Alan Greenspan
SENIOR ECONOMIC ADVISOR
- Advisor to ACM Investment Committee

Kevin Kelly
PORTFOLIO MANAGER
- Fixed Income
- Investment Committee

Dr. Charles Lieberman
PARTNER PORTFOLIO MANAGER
CHIEF INVESTMENT OFFICER
- Income with Growth
- Fixed Income
- Investment Committee

David Lieberman, M.B.A.
PARTNER
PORTFOLIO MANAGER
- Tactical ETF
- Global Balanced ETF
- Investment Committee

David L. Ruff, CFA
PORTFOLIO MANAGER
- International Strategies
- Small/Mid Cap
- Investment Committee

Kevin E. Strauss, CFA
PARTNER
PORTFOLIO MANAGER
- Fixed Income
- Balanced
- U.S. Dividend
- Investment Committee