Our ACM Team

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.                

Dr. Charles Lieberman
Partner /Portfolio Manager / Chief Investment Officer
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.
David Lieberman, M.B.A.
Partner / Portfolio Manager
Director of Investment Research
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
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
Susan M Ahlfeld
Susan M Ahlfeld, CFP® CRPC®
Senior Wealth Advisor
Susan Ahlfeld is a CERTIFIED FINANCIAL PLANNER™, where she provides comprehensive financial planning and customized investment strategies to high-net-worth individuals and families. She is well-regarded for her in-depth knowledge in financial planning and innate ability to guide clients through the complexities of the evolving financial landscape. Susan brings more than two decades of financial planning...READ FULL BIO
Tricia Bornstein
Tricia Bornstein
Client Service Associate
Tricia works closely with advisors to provide support and solutions to clients’ needs. Before joining Advisors Capital Management, Tricia earned her BS in Marketing from Ithaca College and worked in National Television Sales. Tricia works closely with John Bruggemann, Steve Cash, Jim Friedman, Steve Weiner, Kevin Kern, and Frani...READ FULL BIO
Lantz Bowman, CFP®, CWS®
Senior Wealth Advisor
Lantz Bowman has been providing comprehensive wealth solutions to individuals and families since 1999. His goal is to help bring simplicity and clarity to his clients’ complex financial situations so they can be strategic and purposeful with their money. Lantz spent the first 20 years of his career working for a nationally recognized RIA and...READ FULL BIO
Paul Broughton, CFA
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...READ FULL BIO
John Bruggemann, CFP®
John Bruggemann, CFP®
Senior Wealth Advisor
John Bruggemann is a Senior Wealth Advisor with ACM Wealth, where he empowers individuals and families to achieve financial security through personalized financial planning, strategic investment, and ongoing education. With 26 years as a Wall Street senior equity trader and over two decades teaching economics and finance, John offers clients unparalleled market insights, demystifying today’s...READ FULL BIO
Cary Carbonaro, CFP®
Senior Vice President / Director of Woman and Wealth Services
Cary Carbonaro is Senior Vice President and Director of Women and Wealth with ACM Wealth. An award-winning CERTIFIED FINANCIAL PLANNER™ with over 25 years of experience, Cary is a tireless advocate for women in the financial industry and is passionate about increasing financial literacy and empowering women to overcome any financial challenge they face. Before...READ FULL BIO
Stephen M. Cash, CFP ®
Stephen M. Cash, CFP ®
Wealth Advisor
Steve Cash is a Wealth Advisor with ACM Wealth, where he helps clients manage, grow, and protect their wealth through proactive financial planning. As a Certified Financial Planner™, he specializes in matters related to taxation. In this role, he skillfully guides his clients through the intricacies of their annual tax returns, offering tax projections throughout...READ FULL BIO
Marjorie Cherry
Client Service Associates
Marjorie was born and raised in Puerto Rico, where she lived until she graduated from the University of Puerto Rico. Currently resides in Rhode Island with her husband and puppy named Nicki. After a short- lived empty nesting stage, her daughter moved back in with her family, allowing for lots of fun-filled precious days with...READ FULL BIO
Randall T. Coleman, CFA
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...READ FULL BIO
Jeffrey P. Deiss, CFP®, AEP®
Jeffrey P. Deiss, CFP®, AEP®
Director of Wealth Planning/Wealth Advisor
Jeff is the Director of Wealth Planning with ACM Wealth, where he leads and directs financial planning engagements for the firm, manages new and existing client relationships, and helps establish the firm’s growing wealth management practice. As a seasoned financial planner and wealth manager, Jeff has advanced expertise in multiple wealth management disciplines, with specialized...READ FULL BIO
Frani Feit, CFP®
Frani Feit, CFP®
Senior Wealth Advisor
Frani Feit is a Senior Wealth Advisor with ACM Wealth, where she offers comprehensive financial planning and investment management guidance to help clients prioritize and organize all aspects of their financial lives. As a seasoned Certified Financial Planner™, she is widely known for blending her deep knowledge with an empathetic approach as she guides clients...READ FULL BIO
James Friedman
James Friedman
Senior Wealth Advisor
Jim Friedman is Senior Wealth Advisor with ACM Wealth, where he oversees the development and implementation of customized investment strategies that cater to the unique needs of his clients. Jim specializes in investment management, financial advising, and client relationship development, with advanced expertise in securities analysis, portfolio management, and estate/trust and tax planning. Jim launched...READ FULL BIO
David Fuchs, CFP®
Associate Wealth Advisor
David has been in the financial services industry for six years and holds the CERTIFIED FINANCIAL PLANNER ™ designation. Prior to joining ACM David worked at major institutions including BNY Mellon and Equitable. These experiences helped him to develop his investment and financial product knowledge encompassing equities, fixed income, insurance, retirement income solutions and wealth...READ FULL BIO
Corie Gabriel
Senior Wealth Advisor
Corie focuses on guiding clients and their families in the areas of personal planning to help them accomplish their long-term goals. In addition to his work with individual families, Corie specializes in helping funeral service professionals manage their business investments in conjunction with their long-term personal planning. Corie regularly provides speaking engagements and authors articles...READ FULL BIO
ACM-Wealth_Justin_headshot-1
Justin Isaac
Senior Wealth Advisor
With over 22 years of distinguished professional experience, including significant roles at renowned financial institutions like Goldman Sachs and J.P. Morgan, Justin Isaac offers a wealth of expertise and insight to clients. His extensive track record includes advising numerous Fortune 100 companies, helping their employees chart a path to financial success and retirement readiness. Justin’s...READ FULL BIO
Trey Isom, CFP®
Wealth Advisor
Trey Isom, CFP® is a Wealth Advisor with ACM Wealth, where he excels in partnering with clients to help them achieve their goals and optimize their financial resources. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Trey enjoys developing a comprehensive strategy for each client while emphasizing communication and serving as a fiduciary. Trey thrives on building...READ FULL BIO
Kevin Kelly
Partner / Portfolio Manager
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
Kevin G. Kern
Partner / Senior Wealth Advisor
Kevin Kern is Co-Founder, Partner, and Senior Wealth Advisor with ACM Wealth, where he oversees the firm’s direct client and wealth planning division which provides comprehensive wealth planning to individuals, families, and organizations. Kevin’s early career included a 17-year tenure with Gary Goldberg Financial Services (GGFS), a nationally recognized boutique wealth management firm. During that...READ FULL BIO
Tim Hermann, CFP®, CExP™
Senior Wealth Advisor
For the past twenty years, Tim has been guiding clients and families through a comprehensive financial planning process. He is a Senior Wealth Advisor and a CERTIFIED FINANCIAL PLANNER™ professional. Tim also holds the Certified Exit Planner designation, where he helps business owners strategize the best way to transition or sell their business as they...READ FULL BIO
Susan Kimmel, CFP®, CPA
Senior Wealth Advisor
Susan Kimmel is a Senior Wealth Advisor with ACM Wealth, where she helps clients increase cash flow, restructure outstanding debt, implement investment plans that map to their goals, and accumulate wealth. With advanced expertise in IRA accumulation, Social Security claiming strategies, and retirement distributions, she specializes in helping clients reduce their tax burden as they...READ FULL BIO
Mike Knight, CFP®
Associate Wealth Advisor
Mike took an interest in financial markets at a young age after seeing the repercussions of the 2008-2009 financial crisis in his family and personal life. He attended Albright College where he was an all-conference quarterback and a dean’s list student. Immediately after graduating he joined ACM and began working on our trading desk. Along...READ FULL BIO
Brayden Little, CFP®, AIF®, BFA™
Wealth Advisor
Brayden Little is a Wealth Advisor with ACM Wealth, where he helps individuals and families identify their primary financial intentions and build efficient roadmaps for achieving their goals. His areas of specialty include family cash flow management, stock-based compensation planning, and long-range retirement/estate transfer forecasting. Prior to joining ACM Wealth, Brayden served 200+ clients at...READ FULL BIO
Alisa Ljesnanin
Alisa Ljesnanin
Client Service Associate
Alisa works closely with advisors to provide support for our clients. Before joining ACM Wealth, Alisa worked as a Relationship manager/ Lending specialist at Bank of America in Glen Rock, NJ. Fun fact: Alisa can fluently speak Serbo-Croatian! Alisa works closely with Vince Panizzi, Frani Feit and Aaron...READ FULL BIO
Lisa Loeffel
Lisa Loeffel
Client Service Associate
Lisa began her career in financial services in 2018, after finding her true passion in assisting others in leading happy, healthy, and financially secure lives. Prior to joining the firm, Lisa was a luxury marketing and brand maven for 20 years. Lisa prides herself on helping others and appreciates the peace of mind that comes...READ FULL BIO
Karen LoSchiavo
Karen LoSchiavo
Director of Client Services
Karen LoSchiavo works with our planning and investment team of professionals to cultivate relationships and provide a continuous dialog with our clients. In her business development role, Karen works with firm prospects to understand their wealth management needs and how ACM can assist them to achieve their goals. Karen has over 20 years of experience...READ FULL BIO
Vincent A. Mattone, CFP®
Senior Wealth Advisor
Vincent A. Mattone is a Senior Wealth Advisor with ACM Wealth, where he combines advanced wealth management expertise and a proven process with a creative mindset to streamline complex financial problems and deliver sound financial planning and investment advice. When partnering with clients, he considers not only the individual and family, but also the corresponding...READ FULL BIO
Felipe Mejia, CFP
Felipe Mejia, CFP®
Wealth Advisor
Felipe has been helping clients make sound wealth management decisions for nearly a decade. As a Wealth Advisor and fiduciary his goal is to sit on the same side of the table as his clients – acting in their best interest to meet their financial goals and maintain their quality of life. His approach focuses...READ FULL BIO
Lisa Meringolo
Lisa Meringolo
Client Service Associate
Lisa is an experienced member of the client service team. She prides herself on providing attentive service and exceptional support to our clients. Lisa earned her MBA in Management and Marketing from NYU, Stern School of Business. Lisa works closely with Jeffrey Deiss, Kevin Strauss and Susan...READ FULL BIO
Matthew Nimrick, CFP®
Wealth Advisor
As a Wealth Advisor, Matthew partners with clients to ensure their financial goals are fulfilled. He is passionate about uncovering his clients’ financial needs, wants, and fears through comprehensive financial planning and behavioral finance questions. He coordinates with ACM’s extensive wealth management resources to utilize a variety of investment strategies in his client’s best interest...READ FULL BIO
Robert Olsen, AIF®, CLTC®
Senior Wealth Advisor
Robert Olsen is a Senior Wealth Advisor with 16 years of experience serving the needs of his clients. He started his career with the leading office in Signator’s John Hancock Financial Network, and served as advisor to the premier team for clients for many successive years with the support and wisdom of his mentors at...READ FULL BIO
Mark W. Opila, CFP®
Senior Wealth Advisor
Mark has been working closely with individual clients developing financial plans and giving investment advice since joining the firm in 2006. Prior to joining ACM in 2006, Mark spent over 25 years in sales and sales management roles in the institutional fixed income markets. He was responsible for overseeing relationships with some of the largest...READ FULL BIO
Vincent Panizzi CFP®, APMA®, CRPC®
Senior Wealth Advisor
Vince has roughly 15 years of experience in major financial institutions, with roles ranging from Wealth Advisor, Portfolio Analyst, Executive Management and Investment Committee Member. Vince attended Hillsdale College where he graduated with a degree in Financial Management. Vince has earned his Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®) and Chartered Retirement Planning...READ FULL BIO
Cindy Pitonzo
Associate Wealth Advisor
Prior to ACM, Cindy worked in the financial services and non-profit sectors primarily focused on fund administration, client service and marketing. Cindy attended Lafayette College where she majored in Economics and Business and is currently pursuing her CFP® and ChFC. She lives in Scotch Plains, NJ with her husband, Rich and their two teenage children....READ FULL BIO
Aaron Robinson
Regional Vice President / Wealth Advisor
Aaron Robinson is an accomplished financial professional with over a decade of experience helping clients make informed and actionable financial decisions. Prior to joining ACM, Aaron worked with several large institutional financial firms such as Jackson National and Alliance Bernstein. He leverages his career experience to deliver sound investment advice to clients he works with....READ FULL BIO
David L. Ruff, CFA
Partner / Portfolio Manager
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
Ted Shediac
Senior Wealth Advisor
Ted comes to Advisors Capital Management with over thirty years’ experience in the financial services industry. As a Senior Wealth Advisor, he works with individuals and multi-generational families helping to articulate their wealth management goals and develop strategies to help achieve their objectives. Additionally, he educates multi-generation family members about the financial markets and estate...READ FULL BIO
Ariel Strait
Ariel Strait
Client Service Associate
Hailing from woodsy West Milford, Ariel began at ACM Wealth in 2022. Her favorite part of being a client services associate is getting to know our amazing clients, and learning new things every day. On the weekends, you can find her spending time with her family and very old dog or spending the day in...READ FULL BIO
Kevin E. Strauss, CFA
Partner / 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...READ FULL BIO
Noy Sundara
Client Service Associates
Noy graduated from the University of Rhode Island in 2010. Since graduation Noy has been a Private Client Portfolio Administrator for 13 years at Roosevelt Investments. Her responsibilities were to the provide operational administration along with the main focus of servicing the Wealth Advisors to curate personalized wealth management for clients. Noy grew up...READ FULL BIO
Jennifer Taylor
Client Service Associate
Jennifer began her career at the Consulting Services Division at Smith Barney and later moved to Prudential Securities, before taking time off to raise her four children. Now, Jennifer is focusing on her career again and is excited to be able to do what she enjoys at ACM Wealth. In her free time, you can...READ FULL BIO
Matthew B. Terzian, CFA, CFP®
Senior Wealth Advisor
Matt has over two decades of investment and capital markets experience having managed over $2 billion of assets, including equities, fixed income and real estate in his career. Prior to joining ACM, Matt was a Portfolio Manager at Resources Management Corp; Bradley, Foster & Sargent and BNY Mellon Wealth Management. Matt is a CFA charter...READ FULL BIO
Kate Thomas
Client Service Associates
After graduating from college in 2002, Kate spent some time traveling and exploring the country. Kate has spent the last 14 years as a Private Client Portfolio Administrator for Roosevelt Investments. Prior to that she began her career working at HFM Wealth Management in 2004. Kate is responsible for being a point of contact...READ FULL BIO
Nathan Thomsen, CFP®
Regional Vice President / Senior Wealth Advisor
For over 15 years, Nathan has been helping clients make informed and actionable financial decisions. He takes a comprehensive and thorough approach to identify both coordination gaps and planning opportunities within a client’s current financial plan and then provides strategies to help them achieve their objectives. Prior to joining AMC, Nathan held wealth advisory positions...READ FULL BIO
Steve Weiner, CFP®
Senior Wealth Advisor
Investing has been Steve’s passion for over 30 years. He enjoys providing insightful and effective advice to help people achieve their financial goals so they can focus on their passions. Prior to joining ACM, Steve advised clients at Personal Business Management Group (PBMG), a private wealth management firm headquartered in Stamford CT. He also brings...READ FULL BIO
Richard Westhelle, CFP®
Senior Wealth Advisor
Rich is responsible for working with clients to successfully develop and achieve their financial goals. He serves as a reliable resource and problem solver, who guides clients in their decision-making process to best use their resources and prioritize based on what is most important to them. Prior to joining ACM in July 2022, Rich has...READ FULL BIO
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