Investment Services

PORTFOLIO MANAGER

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 State Street in fund accounting.

Paul is a CFA® charterholder and holds a Bachelor of Science in accounting and business administration from the University of Kansas.

PORTFOLIO MANAGER

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 in 2001, Randall was a portfolio manager at London Pacific Advisors, specializing in small and mid-cap domestic equities. He has worked as a computer programmer and as a lobbyist aid in California state government.

Randall is a CFA® charterholder and holds a Bachelor of Arts from the University of California, Davis as well as an MBA from Thunderbird, the American Graduate School of International Management.

PARTNER, PORTFOLIO MANAGER

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 focused on the valuation of semiconductor companies. Dr. Feeney also consulted for the Federal Reserve, The International Monetary Fund, and The World Bank while an academic
at The University at Albany, State University of New York, The Stern School of Business, New York University, and the University of Colorado at Boulder.

Dr. Feeney has appeared often on Bloomberg, CNBC, and is frequently quoted by Barron’s and The Wall Street Journal.

Dr. Feeney received her B.A. in Economics from Union College, and her Ph.D. and M.A. in Economics from the University of Rochester.

SENIOR ECONOMIC ADVISOR

Alan Greenspan served five terms as chairman of the Board of Governors of the Federal Reserve System from August 11, 1987, when he was first appointed by President Ronald Reagan. His last term ended on January 31, 2006. He was appointed chairman by four different presidents.

Dr. Greenspan received his bachelor’s (summa cum laude), master’s, and doctoral degrees in economics, all from New York University. He also studied economics at Columbia University in the early 1950s and one of his professors, Dr. Arthur Burns, would later precede him as chairman of both the President’s Council of Economic Advisors and, later, the Board of Governors of the Federal Reserve.

MANAGING DIRECTOR, PORTFOLIO MANAGER

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 committee.  Prior to AHB, Kevin spent eight years with Citigroup Global Asset Management ending with the position of Senior Portfolio Manager in the firm’s institutional and Private Client Groups.

Kevin is a Chartered Financial Analysts (CFA®)and a Chartered Investment Counselor (CIC) and holds a Bachelor of Science in Business Management and an M.B.A. in Finance both from Cornell University.