Kevin G. Kern

Kevin G. Kern
Associate Advisor:
Cindy Pitonzo
Client Service Associate:
Tricia Bornstein

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 portfolios to independent financial advisors. Prior to AFC, Kevin was the managing director for Gary Goldberg Financial Services (GGFS) a nationally recognized boutique wealth management firm.

A graduate of Ithaca College School of Communications in 1983, Kevin entered the financial industry by developing the Money Matters Radio Network (MMRN) and co-hosted its daily syndicated financial talk show from 1987 through 2004. The show’s daily dose of finance, family, laughter, and commentary helped to build a wealth management firm and also found his wife Sheila (an avid listener).

By 2000, Kevin was looking for a more transparent and cost-effective approach for his clients beyond mutual funds. He partnered with noted economist and money manager Dr. Charles Lieberman to create a private account solution. In 2004 the two men merged firms to create Advisors Capital Management, LLC which is ranked in The Financial Times Top 300 RIAs nationwide.

Kevin lives in Orange County, NY with his wife Sheila. He is a past president of the Sugar Loaf Performing Art Center and currently the chairman of the Westchester Medical Center/Good Samaritan Hospital Foundation Board.  You’ll find Kevin with family and friends on Saturdays in the fall enjoying West Point Army Football on the banks of the Hudson.  GO ARMY BEAT NAVY

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