Wealth Services

Investment 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 more than two years building a financial planning practice.

John believes his experience in the financial services industry can benefit his clients, helping them make smart financial decisions about their future, based on a high level of integrity and trust.

John is on the faculty at Ramapo College of New Jersey, where he is an adjunct professor of economics and finance. On a personal note, John and his wife Lynn have four children and have resided in Wyckoff, NJ for the past twenty-four years. John is an avid sports fan and enjoys music and golf.

John graduated from Manhattan College with a degree in Finance and Economics and earned his MBA at Fordham University Graduate School of Business Administration.  He has passed his Series 65 exam and holds the CERTIFIED FINANCIAL PLANNER™ certificate.

Senior Vice President / Director of Women and Wealth

Cary is an award-winning Certified Financial Planner professional with over 25 years of experience. She was named the #4 advisor in the US by Investopedia in 2019 and was a 2016 recipient of the prestigious Investment News Women to Watch award. 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. She is the author of the bestselling wealth management book for women, The Money Queen’s Guide: For Women Who Want to Build Wealth and Banish Fear. Cary has been a CFP® Board Ambassador since 2014. Her expertise is highly sought after, and she has offered commentary while appearing on both local and national television news outlets. At ACM Wealth, Cary provides objective, impartial, and comprehensive Private Wealth Management Services, skillfully guiding her clients through their financial ups and downs.

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 no stone unturned. Steve is excited to be working with the ACM Wealth family and looking forward to assisting clients’ futures as a CERTIFIED FINANCIAL PLANNER™.

Steve is originally from the small city of Saratoga Springs, NY and currently lives in Hoboken, NJ. He loves spending time outdoors, trying new restaurants, and venturing back up north to catch the famous Saratoga Race Course meet with his family and friends.

Investment Advisor

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 products and estate planning.

Jeff enjoys working with families to provide peace of mind knowing that their financial plan is sound and that we are here for them as their financial lives evolve. He focuses on creating value through proactive discussions and translating his experience into meaningful conversations about money and family values.

Jeff’s career includes over 20 years working closely with families at major private banks such as Citi, JP Morgan and BNY Mellon. Prior to joining ACM, Jeff also spent five years at an independent insurance and estate planning boutique.

Jeff received his B.B.A. in Finance from James Madison University and his M.B.A. in Finance from Fordham University. Jeff holds the CERTIFIED FINANCIAL PLANNER™ certificate and the Accredited Estate Planner® designation awarded by the National Association of Estate Planners and Councils.

Jeff is the President of the Estate Planning Council of Bergen County and a member of the Greater NJ Estate Planning Council. A resident of Ridgewood, NJ, Jeff enjoys spending time outdoors with his family, coaching and volunteering in local activities.

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. Frani focuses on comprehensive, holistic wealth management which includes investment strategy, asset allocation, retirement and cash flow planning, and the integration of external 401k plans. Frani has taken a number of courses in Financial Life Planning which she uses in her work with individuals who have experienced challenging life transitions such as death or divorce.

Ms. Feit earned her B.B.A. in Accounting from George Washington University. She taught the Retirement, Investment, and Capstone modules of the Certified Financial Planning Curriculum at Fairleigh Dickinson University. After the passing of her husband, she took part in creating the DFM Memorial Foundation to benefit youth activities. Frani has two grown children and enjoys Pilates, Skiing, and Golf.

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 in the system.  In 1996, he moved on to join Personal Business Management Group Ltd. (PBMG) based in Connecticut where he performed securities analysis, portfolio management and developed client relationships.  After several years, Jim became President of the firm and a principle.  Seeking better resources to enhance client service, Jim joined up with ACM in 2019.

Although Jim has acquired vast experience investing money as both an analyst and portfolio manager, his greatest knowledge has come from working with clients and addressing their needs that go beyond investments.  Jim has gained broad experience in areas ranging from real estate partnerships to running a small business.  He has formed long-term relationships that have extended to subsequent generations.  He is familiar with dealing as an intermediary between clients and other professionals and is happy to coordinate, estate/trust and tax matters for clients.

Jim lives in Stamford CT with his wife Melissa, a college-aged daughter, a high school senior son and a dog.  He enjoys collecting and occasionally racing cars, being on the ocean boating and fishing and a variety of sports.

Jim earned a B.S. in Business and Economics from Lehigh University in 1991 and an MBA from Columbia University in 1998.  In the past, Jim has passed the series 7 and 63 licensing exams and currently holds a series 65 registration.

Co-Founder/Investment Advisor

After co-founding the firm and establishing our institutional relationships, Kevin is now the managing partner overseeing direct client services.

Kevin has over 30 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 current treasurer of the Westchester Medical Center/Good Samaritan Hospital Charitable Foundation.  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

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 helping them increase cash flow, restructure outstanding debt, reduce taxes, implement investment plans that map to their goals, and accumulate wealth. Looking at total family wealth, I take clients’ children and grandchildren into account as I consider ideas that support holistic family well-being, while also coordinating all aspects of their personal, charitable, financial, trust, and estate plans to help them achieve financial independence.

For me, it’s all about the human approach. I like to imagine what my clients’ lives will look like many years in the future, which gives me a unique perspective as I partner with them to realize their most profound dreams. Most of my clients have been with me for many years—which means that by now, they’ve accumulated enough wealth to last them the rest of their lives. Safe in that knowledge, I encourage them to use their wealth to live life to the fullest, in whatever form that takes for them, such as traveling, gifting to family members, supporting charitable organizations, pursuing beloved hobbies, or engaging in fun and exciting outside interests.

With advanced expertise in IRA accumulation, Social Security claiming strategies, and retirement distributions, I help clients reduce their tax burden as they build greater wealth for their families and charitable bequests.

At ACM Wealth, I am thrilled to be part of an exceptional team of wealth management experts who come together in pursuit of a common goal: to help clients develop inexpensive, tax-efficient, customized, and transparent portfolios that seamlessly integrate with their ongoing financial plan to support a secure future.

Senior Wealth Advisor

Marcy began her financial career at the age of 16, when she learned that her father had not saved for her college education.  From that moment, she vowed to forge her own destiny and always have enough money to pursue her goals and dreams.  Eager to enter the business world, she graduated college with High Honors in three years, attending Duke University and the University of Florida.  She earned a BA degree in Interdisciplinary Studies, majoring in International Economics and Politics.

Considering the challenging climate that female financial advisors faced in the late ‘70’s, Marcy would flourish in the world of television news.  She began at WPLG-TV in Miami before moving to the ABC-TV News network bureau in Washington, D.C.

With determination and persistence, Marcy built her personal investment strategy. By investing in the ABC Savings and Investment Plan, she accumulated company stock.  Her stock shares would increase tenfold with Cap Cities’ purchase of ABC, and then again by 4-to-1 when Disney bought Cap Cities. She sold off 2/3 of her ABC stock and diversified by investing into the future: computers (Intel) and healthcare (Pfizer). Marcy’s tenacity and resolve endured many turbulent stock markets, achieving complete financial independence for herself and her children.

She was so passionate, she had to pay it forward.  After 22 years in television news, she reentered the Financial Services industry.  Her versatility and vision led to opportunities with several firms, with ACM as her final destination.  Armed with the gold standard designation, the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plan Counselor®, Marcy provides holistic financial planning services with dedication, empathy, and life experience. She is a Fiduciary, acting in the best interests of her clients.

Marcy lives in Boston, Massachusetts. She has two children and a number of others she calls her own. She is an avid rower, gardener and tennis player/fan. Her plan to travel the world is next in sight.

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 see his clients achieve their financial dreams with the resources and deep knowledge of the Advisors Capital Management (ACM) wealth team.

Prior to joining ACM, Brayden personally served 200+ clients at a boutique family planning office in Redwood City, CA in the heart of Silicon Valley. He specializes in building robust and comprehensive financial plans that enable his clients to reach their financial goals and aspirations. He has obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation along with other advanced accreditations such as Behavioral Financial Advisor (BFA™) and the Accredited Investment Fiduciary (AIF®).

Brayden who is a native of California’s Bay Area, enjoys spending time with his wife and step-daughter on trips to the beach and visits to wine country.

Direct 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 in the wealth management business, working with high net worth individuals and families. Previously, she worked at U.S. Trust Company as a Senior Vice President in the Banking Division, where she was responsible for client relationship management by meeting the clients’ needs for banking services as well as investment management, trust, and financial planning services.

Karen earned her BS in Business Administration from Boston University in 1981. She passed the Series 65 examination in 2014 and is a registered investment advisor.

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 other trusted advisors to create a team aligned with their best interests in mind.

Prior to joining ACM, Vince has held positions as a Wealth Relationship Manager within TD Bank’s Private Client Group, as a Client Advisor at AllianceBernstein and as an Financial Advisor Associate within Morgan Stanley’s Corporate Client Group. Vince leverages his career experience to deliver sound financial planning and investment advice to the families he works with, as well as their corresponding trusts, estates and retirement plans of their respective closely held family businesses.

Vince earned a B.A in Economics and Political Science from Union College in 2006. He continues to dedicate his time giving back to his alma mater as the President of the Union College Alumni Council and by serving his upcoming term on the Board of Trustees as an Alumni Trustee.

Vince lives in Rockville Centre, NY with his wife Laura, their 3 young children and their Sheepadoodle. He is actively involved in his community volunteering for several charitable and non-profit organizations and as a member of the Financial Planning Association of Long Island. Vince enjoys spending time with his family, whether it’s lending support to managing their active events calendar or spending down time at the beach.

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 Pettinelli Financial Partners. A graduate of Loyola University New Orleans with a Bachelor of Business Administration; Robert is also a proud alumnus of St. Ignatius College Preparatory in San Francisco.

In 2013, Robert fought through a rare cancer diagnosis, enduring procedures for two years, including back-to-back stem cell transplants. Now with a focused perspective and cancer-free life, his aim is to advocate for his clients’ piece of mind through the thoughtful use of financial planning concepts and valuable advice. His unique experience adds insight into planning for clients, their children, and loved ones as they remain at the forefront of his focus when collaborating on best next steps. He is continually sought out by friends, businesses, and his community for guidance, serving as a financial resource to people seeking better planning.

Robert values professional development and attained his Accredited Investment Fiduciary Designation®, AIF®, certifying his role as an advisor that serves as an investment fiduciary. Robert currently holds the Series 65 securities license, a Certified in Long Term Care credential, and the Life and Health Insurance licenses for multiple states, including California. In addition to all he has accomplished, he is working to attain his Behavioral Financial Advisor™ (BFA) accreditation this year.

Outside of the office, Robert resides with his family in San Mateo, and finds the time and personal inspiration to support the Be The Match Foundation®, the Stanford University Cancer Center, and the Leukemia & Lymphoma Society. “After the health issues I’ve overcome, I’m happy to be here and live each day to the fullest,” says Robert.

Investment Advisor

Mark is a Senior Vice President and a member of the firm’s investment committee. He 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 insurance companies, pension funds and money managers in the United States. He has worked at Citicorp Investment Bank, Chase Securities and Barclays Capital.

Mr. Opila earned his B.A. in Economics from Fairfield University, and an M.A. from New York University in International Economics. Mark passed the Series 65 exam in 2006 and holds the CERTIFIED FINANCIAL PLANNER™ certificate since 2009.

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 Counselor® (CRPC) designations.

Prior to joining ACM, Vince worked at two nationally ranked RIA’s in Mainstay Capital and Sequoia Financial Group. He started his career at Merrill Lynch Wealth Management.

Vince has a sound knowledge of the financial industry including banking, comprehensive financial & retirement planning, investment management, portfolio construction and current market events.

What you can expect from Vince is a disciplined strategic approach, based upon each client’s unique goals, concerns, time horizon and primary objectives. His objective is to become a trusted resource to each one of my clients so they may be able to rely on him for guidance in their personal, financial, and professional success. He measures his success by your success, and is committed to help in any way he can. Vince believes the most rewarding aspect of his job is the strong relationships he builds and experiences he shares with his clients.

Vince lives in Metro Detroit, loves sports and is an avid Detroit Sports Fan (HOLD THE LAUGHS). He enjoys golf, fishing, skiing, live concerts and all levels of Football. Vince played running back at Hillsdale College where he broke several school records, including Rushing Touchdowns in a single season and Total Touchdowns in a career.

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.

Aaron grew up outside of Cincinnati, OH across the river in Northern Kentucky. He attended St Xavier Jesuit High School, earned his B.A. in Business from the University of Colorado and his MBA from Capital University in Columbus, OH.

Aaron lives in Nashville, TN with his wife Jocelyn and 3 young children. He is actively involved in his community serving as a board member of the neighborhood association. Aaron enjoys spending time with his family and friends, snow skiing, traveling, hiking, live music, college football (Colorado Buffaloes) and basketball (Kentucky Wildcats).

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 planning.

Prior to joining Measured Wealth, Ted was a founding partner in a private investment fund. His previous experiences include Portfolio Manager at Bank of America/US Trust and Eastern Investment Advisors.

Ted holds a Masters in Investment Management from Boston University and a Bachelor of Arts in Economics from The University of Maryland, College Park.

Senior Wealth Manager

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 holder and holds the CFP® designation.  He earned a Bachelor of Arts from the University of California, Santa Barbara and an MBA from the University of Southern California.   He is currently Chairman of the Board of Education in Litchfield, CT.  Previously, Matt was a founding board member of KidsPlay Children’s Museum in Torrington, CT, a trustee for the Litchfield Historical Society, and was the Vice Chairman of the Town of Litchfield Board of Finance.

Matt lives in Litchfield, CT with his wife, Jennifer, three young children, and their black lab, Mary.    He enjoys fishing, winter sports, the beach, college football and spending time with his family.  He is a published author, musician, a second-degree black belt in Tae Kwon Do and a first-degree black belt in Tang Soo Do.

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 at TIAA, Fidelity Investments and Sagemark Consulting. His diverse experiences at each of these firms provides a unique perspective when working with clients. Additionally, Nathan is a CERTIFIED FINANCIAL PLANNING™ practitioner since 2008.

Nathan attended the University of Connecticut where he earned a B.S in Business Administration. While at UConn, he was a member of the Men’s Golf Team – serving as Captain his senior year.

Nathan lives in Warwick, RI with his wife Melissa and their daughter Charlotte. Outside of work, Nathan enjoys traveling, trying new restaurants and working to improve his golf game.

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 20 years of financial experience at large, global companies such as Pratt & Whitney, United Technologies, and Alexion Pharmaceuticals. By combining the analytical and planning skills required for success in corporate finance roles with Steve’s investment experience, he is uniquely qualified to plan and invest to meet client goals.

Steve earned a Master of Business Administration from the University of Virginia’s Darden School of Business and a Bachelor of Arts Cum Laude in Economics from Brandeis University. He currently holds a Series 65 registration.

Steve lives in South Glastonbury, CT with his wife Robin, a young son, and a standard poodle. He is active in the Glastonbury Chamber of Commerce as well as in his community, serving on Boards and volunteering his time for local and charitable events. He enjoys spending time with his family and reading about investing and wealth strategies (really).

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 served over 150+ families since 2008 in various roles, including: as a financial advisor at Goldman Sachs PFM from 2019 to 2022, and United Capital Financial Advisers from 2012-2019 (Acquired by Goldman Sachs July 2019). He also served as a financial analyst in operations at multiple firms from 2008 to 2011.

Rich graduated from The Ohio State University, where he earned a Bachelors of Science in Family Resource Management. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2016.

Rich lives in Monticello, Arkansas with his wife, Amanda and his two children, Savanna and Colt. In his spare time, Rich enjoys sports, comedy events, and fishing.