Broker Check

Strategic Partners

Dr. Charles Lieberman

ACM Chief Investment Officer

As a graduate of MIT with a bachelor’s degree in economics and a Ph.D. in economics from the University of Pennsylvania Dr. Lieberman began his career as an academic at the University of Maryland and Northwestern University. After five years in academia, Dr. Lieberman joined the Federal Reserve Bank of New York as head of its Monetary Analysis staff before joining Morgan Stanley and Shearson Lehman Brothers where he focused on the debt and equity markets. In 1986, he joined Manufacturers Hanover Securities as chief economist and head of research and retained that position through the subsequent mergers with Chemical Bank and Chase Manhattan. In 1997 he left Chase and founded the global macro hedge fund, Strategic Investors Management. In 1998, Dr. Lieberman founded Advisors Capital Management.

Kevin Kern

Co-Founder/Investment Advisor

Kevin has over 30 years of investment and financial management and marketing experience.   He 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.

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.


David Lieberman, M.B.A.

Portfolio Manager

An alumnus of Brandeis University and Yale School of Management where he received his BA and MBA, respectively. David is currently a Managing Partner and Portfolio Manager with Advisors Capital Management. Prior to joining Advisors Capital, he founded 3 companies, including BookRags, Inc., KaChange, Inc., and TestCafe. Following the sale of BookRags, Inc., David continued serving as President, while also serving on the Executive Committee of the acquiring public company, Ambassadors Group, Inc. until 2009.


Dr. Alan Greenspan

ACM Economic Advisor

Alan Greenspan served five terms as chairman of the Board of Governors of the Federal Reserve System from August 11, 1987, when he was first appointed by President Ronald Reagan. His last term ended on January 31, 2006. He was appointed chairman by four different presidents.

Dr. Greenspan received his bachelor’s (summa cum laude), master’s, and doctoral degrees in economics, all from New York University. He also studied economics at Columbia University in the early 1950s and one of his professors, Dr. Arthur Burns, would later precede him as chairman of both the President’s Council of Economic Advisors and, later, the Board of Governors of the Federal Reserve.


 

Dr. JoAnne Feeney

Portfolio Manager 

Dr Feeney is a Portfolio Manager and a member of the investment committee with ACM.

Prior to joining ACM she was senior equity analyst for more than 10 years at boutique sell-side forms.  Dr. Feeney also consulted with the Federal Reserve, The International Monetary Fund, and the World Bank while an academic.

She has appeared often on Bloomberg, CNBC and is frequently quoted by Barron's and The Wall Street Journal.


 Kevin Kelly

Portfolio Manager

Kevin Kelly is the Portfolio Manager of Fixed Income and a member o the Investment Committee.  Before joining ACM, Mr. Kelly was a portfolio manager at Verition Fund Management .  Prior, he was a Vice President at Goldman Sachs and a research  analyst at Oak Hill Advisors.  

He is a Summa Cum Laude graduate of The Wharton School at the University of Pennsylvania.