ACM WEALTH - Key Persons
Job Titles:
- 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.
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).
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
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
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 NYC. Ariel graduated cum laude from Fordham University in 2018.
Ariel works closely with Vincent Mattone, Ted Shediac, Robert Olsen and Brayden Little
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
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 a boutique family planning office in Redwood City, CA, in the heart of Silicon Valley. He earned his Bachelor of Business Administration from San Jose State University. He is also a Certified Financial Planner™ professional, a certified Behavioral Financial Advisor™ (BFA™), and an Accredited Investment Fiduciary® (AIF®).
While Brayden's passion for financial services was ignited during his childhood through conversations he'd have with his grandfather about investing, college was the real turning point. It was during this transformative period that he recognized the synergy between his innate abilities, his passions, and a career in personal wealth planning.
With a human-centered approach that incorporates advanced behavioral coaching techniques, Brayden helps clients visualize and achieve their financial dreams with robust financial strategies that align to their unique priorities, circumstances, and values. Ultimately, his goal is to empower clients with the resources and knowledge they need to take charge of their finances and pave the path toward sustainable financial success and profound peace of mind.
As a native of California's Bay Area, Brayden enjoys spending time with his wife and daughter on trips to the beach and visits to wine country.
Brian G. Carlson, CFP® is a Senior Wealth Advisor with ACM Wealth. He works with clients to create customized financial plans that align with their actively managed portfolios to achieve their long-term goals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Brian focuses on developing a comprehensive holistic financial plan for each client and implementing tailored investment strategies. Brian enjoys building meaningful relationships to better serve as a fiduciary and address the specific needs of each client.
Prior to joining ACM in April 2024, Brian guided over 150 families as a financial advisor from 2016-2024 at Grimes & Company, a nationally ranked RIA. He also gained experience while working as a portfolio analyst for Natixis Asset Management, a globally recognized investment management firm with strategies across all major asset classes. Brian got his start in the industry working for an independent advisor in 2007; experiencing the 2008 crash taught him the importance of having a disciplined investment process.
Brian graduated from Gordon College with a B.A. in Finance and Business Administration. He passed the series 6 and 63 licensing exams and currently holds a series 65 registration.
Brian lives in Pittsford, New York with his wife and 3 young children. In his spare time, he enjoys woodworking, golfing, and sailing in the Finger Lakes.
Brian G. Carlson, CFP® is a Senior Wealth Advisor with ACM Wealth. He works with clients to create customized financial plans that align with their actively managed portfolios to achieve their long-term goals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Brian focuses on developing a comprehensive holistic financial plan for each client and implementing tailored investment...READ FULL BIO
Job Titles:
- Senior Vice President / Director of Women and Wealth Services
- Senior Vice President and Director of Women and Wealth With
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
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 joining ACM Wealth, Cary was Vice President, Head of Office at Goldman Sachs. Following the firm's acquisition of United Capital, she founded and served as Head of Women's Leadership. During her tenure there, she served in a range of capacities, including Managing Director, Partner, FINLIFE Coach, and more. While there, she also earned several distinctions, including MVP Managing Director and the United Capital Diamond Office Winner, among others.
She earned her BA in History from the State University of New York Cortland and her MBA from Long Island University. Cary recently endowed a scholarship from the State University of NY at Cortland for Women in Business. She was the founding President of the Women's Giving Alliance, a women's giving circle in South Lake Community Foundation, and also the founding President of her sorority, Sigma Delta Tau at Cortland. Driven by her passion for advancing women, Cary is in the benefactors' circle at the Center for Financial Planning.
Cary 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. She is a CFP® Board Ambassador and was appointed to represent the industry in the media. In 2016, she earned the prestigious InvestmentNews Women to Watch award. She has been honored five times as a top financial advisor on the Investopedia 100 list, most recently in 2023. In 2019, she ranked among the top five on the prestigious list. Cary was also named a LUMINARIES Class of 2023 finalist in the Thought Leadership category, recognized for driving the wealth management, investment, and retirement industry forward.
Cary's exceptional knowledge and skills are in high demand, as evidenced by her frequent appearances as a commentator on both local and national television news channels. She has spoken all over the world on financial literacy for women.
With ACM Wealth, Cary provides objective, impartial, and comprehensive Private Wealth Management Services, skillfully guiding her clients through their financial ups and downs. As their trusted partner, she blends advanced expertise with an empathetic approach to help clients navigate the complexities of wealth management with confidence and peace of mind to achieve their financial goals. She also spearheaded the establishment of the Women and Wealth division of ACM Wealth.
She currently resides in Winter Garden, FL with her husband. Outside of her work, she is a yoga instructor and beauty enthusiast. Cary Carbonaro's great grandfather had a speakeasy in Brooklyn in the 1920's and owned the first car in Brooklyn.
Felipe has been helping clients make sound wealth management decisions for nearly a decade. As a Senior 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 on reevaluating plans amidst volatility, finding successful outcomes, and coordinating with ACM's extensive investment management resources.
Prior to joining ACM, Felipe held positions with Merrill Lynch and Charles Schwab as a VP Financial Consultant. Most recently, he served as the Lead Advisor to over 200 families at a boutique Registered Investment Advisor in Fort Lauderdale.
Felipe earned his Bachelor of Science in Finance at Florida State University and obtained the CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in South Florida, he currently lives in Miami with his partner Mariana and their French Bulldog. Felipe enjoys spending time on fitness/exercise, relaxing at the beach, spending time with family, and discovering new restaurants."
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. Her interests include golf, cooking, traveling and volunteering.
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 on the topics of investment management and retirement planning. He actively participates in many state, regional, and national groups related to investment management and funeral service.
Prior to joining ACM, Corie spent the past 15 years leading Wealth Management at Roosevelt Investments, a registered investment advisory firm based in New York City. He also held roles as a Senior Relationship Manager at Fisher Investments in the San Francisco Bay Area and as a Financial Advisor and Retirement Planning Specialist at Morgan Stanley and Wachovia Securities in the Philadelphia Metro Area.
Corie was born and raised in Philadelphia, PA, and is a graduate of The Pennsylvania State University. He currently resides in Hoboken, NJ, with his wife, son, and two dogs. He dedicates his time to his family and friends and enjoys watching his son play competitive soccer across the country. He is also a passionate Philadelphia sports fan.
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
Job Titles:
- Advisor
- Associate
- 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 transfers strategies.
David has a passion for playing a crucial role in a client's financial well-being, which touches an individual, and extends to multiple generations in the family. He takes tremendous pride in creating value beyond investments, guiding client's and empowering them to make crucial decision-making to use their wealth to fulfill life-long goals.
David graduated from Penn State University in 2014. He currently lives in Jersey City, NJ with his fiancée and their Golden Doodle puppy. David is an avid college football fan and enjoys golfing and spending time with his friends and family.
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
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 in 2001, David was chief investment officer of London Pacific Advisors where he chaired the LPA Investment Policy Committee. From 1998 through 2001, David served as president and director for the Security Analysts of Sacramento.
David graduated magna cum laude from Iowa State University with a Bachelor of Science in finance. David is a CFA® charterholder and currently a member of CFA Institute and the Security Analysts of San Francisco.
Job Titles:
- 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 for 10 years, building it into one of the largest websites in the world, ranking in the top 80 in the US with over 18 million monthly users. Mr. Lieberman's leadership and involvement in the start-up world evolved into an advisory role for a wide variety of technology, educational, and product companies. Today, he continues to advise on structuring acquisitions, bridge loans, debt-financing, and other fund-raising efforts. Most recently, he spent over 5 years on the board of Brooklyn Boulders.
Mr. Lieberman has appeared and been quoted in numerous publications and media, including CNBC, Barron's and Bloomberg. He has also authored numerous whitepapers and thought pieces for Advisors Capital. Mr. Lieberman earned his BA in Economics from Brandeis University and an M.B.A. with a concentration in Finance from the Yale School of Management.
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 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 focused on the valuation of semiconductor companies. Dr. Feeney also consulted for the Federal Reserve, The International Monetary Fund, and The World Bank while an academic
Felipe has been helping clients make sound wealth management decisions for nearly a decade. As a Senior 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...READ FULL BIO
Job Titles:
- Senior Wealth Advisor With
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
Job Titles:
- Senior Wealth Advisor With
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
Job Titles:
- Director of Wealth Planning / Wealth Advisor
- Director of Wealth Planning With
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
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 find Jennifer spending time with her five pets and her kids when they are home from college.
Jennifer works with Richard Westhelle and Ted Shediac.
Job Titles:
- Senior Wealth Advisor With
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
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
Job Titles:
- 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
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
Job Titles:
- Co - Founder
- Managing Partner
- Partner
- 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
Job Titles:
- Partner
- Portfolio Manager
- Portfolio Manager of Fixed Income
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
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
Len Nowak has over 25 years of experience as a financial advisor, advising clients with retirement, tax, insurance, estate planning, and investments. Len is a Certified Financial PlannerTM (CFP®), a Chartered Retirement Planning CounselorSM (CRPC®), an Accredited Wealth Management AdvisorSM (AWMA®), and a Certified Tax SpecialistTM (CTSTM). He earned a bachelor's degree from the University of Michigan-Flint and certificate...READ FULL BIO
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
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
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 her 2 year-old grandson.
Prior to joining ACM, Marjorie spent the past 17 years at Roosevelt Investments where she oversaw the client service team responsible for all aspects of client services including daily account servicing and processing client requests to ensure the accurate and timely completion of scheduled and ad-hoc tasks. Additionally, she oversaw the new account onboarding process.
Marjorie loves spending time with her family where they are very passionate fans of football. Although, we all favor different teams, we have one thing in common - Hate the Patriots! Go Dolphins!
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 for the client and works closely with the Wealth Advisors to give clients a personalized wealth management experience. She is responsible for the day-to-day administrative functions including New Accounts, Cash Management and Account Maintenance.
Originally from Burlington Vermont, Kate now lives in Massachusetts with her husband, 2 children and zany dog. In her free time, she loves to spend time with her family, travel, and is a fan of the New England sports teams (Red Sox, Celtics and Patriots).
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
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
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 in the smallest state of the country and continues to live in Rhode Island with her husband and son. She is a foodie at heart and will never turn down dessert.
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
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
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
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
Job Titles:
- 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
Job Titles:
- Portfolio Manager
- Portfolio Manager With ACM
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
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
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
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
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
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
Job Titles:
- CFP
- Senior Wealth Advisor With
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
Job Titles:
- CERTIFIED FINANCIAL PLANNER
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
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
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
TJ Maxx is a good place for investors to hide in this market, says Advisors Capital's JoAnne Feeney
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
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
Job Titles:
- Senior Wealth Advisor With
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