Our Wealth and Investment Teams
In Alphabetical Order
ACM Wealth services help families grow, preserve and distribute their wealth on their terms.
Clients can choose to have our ACM Wealth advisors guide them through specific financial planning issues or run point on their total financial well-being.
Our wealth services start with a disciplined approach and an experienced process of helping our client assess and monitor their current and future assets and spending. We then design the most tax efficient method of distributing and protecting your assets and investment income.
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.
ACM Wealth Financial Planning Committee
At ACM Wealth, we are committed to offering the highest level of investment and wealth management guidance and support to help you achieve your financial goals—and profound peace of mind. The ACM Wealth Financial Planning Committee plays a crucial role in ensuring we deliver on this promise and hold ourselves accountable to a set of financial planning processes and disciplines that put your needs first.
The committee is comprised of a team of financial professionals from varying backgrounds who come together to share diverse viewpoints, collaborate on best practices, and engage in intellectual debate to create common processes and assumptions designed to get you started on your journey and ensure that you continue to receive thorough and complete planning services.
As a team of seasoned experts, the committee focuses on all aspects of financial planning, curating thought leadership, promoting continuing education, standardizing planning assumptions across ACM and evaluating and implementing the latest software applications and planning tools to improve the ACM Wealth client experience. Members of the committee are also active contributors to ACM’s weekly wealth commentary, where we offer industry insights designed to educate and inform.
Director of Investment Research