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.                

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
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®
Senior Wealth Advisor
Prior to joining the firm in March 2015, John spent twenty-six years in the institutional equity trading business, holding various positions on both the floor of the New York Stock Exchange and senior positions on equity trading desks across Wall Street. Upon leaving the institutional business in 2012, John joined AXA Advisors, where he spent...READ FULL BIO
Senior Vice President / Director of Woman and Wealth Services
Cary is an award-winning Certified Financial Planner professional with over 25+ years of experience. She 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 joining ACM Wealth, Ms. Carbonaro was Vice President, Head of Office at...READ FULL BIO
Stephen M. Cash, CFP ®
Wealth Advisor
Steve has been in the financial services industry for about seven years and became a CERTIFIED FINANCIAL PLANNER™ in 2019. Throughout the process and his experience, he’s learned the importance of listening to clients, asking the right and tough questions, taking emotion out of certain items that could negatively affect the long-term plan, and leaving...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®
Director of Wealth Planning
Jeff enjoys working with clients to positively impact their lives, whether it is empowering them to use their wealth in ways that are most meaningful to them or simply helping them sleep better at night. Jeff has broad experience in all aspects of financial planning and wealth management with particular expertise in retirement planning, insurance...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
Frani Feit, CFP®
Senior Wealth Advisor
As a Certified Financial Planner ™ and Investment Advisor, Frani’s career was born in the spirit of helping individuals balance their dreams with life’s realities. With over 20 years in the industry and past experience in tax and audit and individual and corporate pension plans, she provides a process to help clients prioritize and organize their financial lives....READ FULL BIO
James Friedman
Senior Wealth Advisor
For approximately three decades, Jim has been involved in not only investing in the capital markets but also advising individuals, fiduciaries and other professionals. Jim began his career in 1991 as a municipal bond analyst at Paine Webber in both New York and in Los Angeles working with the trading desks and advising retail brokers...READ FULL BIO
Fuchs Head Shot
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
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
Co-Founder / Partner / Senior Wealth Advisor
After co-founding the firm and establishing our institutional relationships, Kevin is now the managing partner overseeing direct client services. Kevin has over 35 years of investment and financial management and marketing experience. Prior to forming ACM, in 1998 he co-founded Advisors Financial Center, LLC (AFC). Partnering with Neuberger & Berman, AFC distributed proprietary mutual fund...READ FULL BIO
Senior Wealth Advisor
Gray is my favorite color in planning; nothing is black and white. Circumstances change, ideas change, and new solutions arise. That’s how life works—and that’s how I approach client engagements. It’s a fluid process that’s more art than science. As Senior Wealth Advisor with ACM Wealth, I eliminate stress in my clients’ financial lives by...READ FULL BIO
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
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.
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
Wealth Advisor
Brayden Little has been helping hundreds of clients fulfill their personal financial objectives. He is committed to developing a streamlined financial strategy tailored to each client’s specific needs through targeted inquiries, behavioral coaching and alignment with client priorities and values. He is excited to combine his strong understanding of financial planning strategies and drive to...READ FULL BIO
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
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
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
Senior Wealth Advisor
Vince has been providing financial advice over his 15 year career in wealth management using creativity to solve and streamline complex problems for his clients. His approach focuses on overcoming behavior tendencies that can lead to emotional mistakes through a plan that defines and meets expectations. Vince seeks to partner with his clients and their...READ FULL BIO
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
ACM-Wealth_Matt_headshot-1 (1)
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
Senior Wealth Advisor
Vince has over a decade 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
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
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
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
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
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
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
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
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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