David Lieberman
Managing Director & Partner; Director of Investment Research & Corporate Development at Advisors Capital Management, LLC
About
David Lieberman is a Partner, Managing Director, and Portfolio Manager at Advisors Capital Management, LLC (ACM), based in Ridgewood, NJ. He serves on ACM’s Management and Investment Committees, overseeing tactical ETF strategies and co-managing key strategies such as Core Dividend and Global Balanced portfolios. His role centers on identifying equity and fixed income opportunities tailored to specific client objectives, leveraging both thematic and bottom-up research approaches, and incorporating macroeconomic trends, business cycle analysis, and interest rate outlook into sector and asset class selection.
Lieberman possesses nearly 25 years of combined experience in investment management, corporate finance, and entrepreneurship. Prior to joining ACM, he founded and successfully sold three companies, most notably BookRags, Inc., which he grew into a top international educational resource platform. His wide-ranging expertise covers technology, education, and product sectors, and his portfolio management responsibilities at ACM focus on equities, fixed income, and tactical ETFs, with a reputation for seeking value across market styles and cycles and for thematic investing.
He holds a B.A. in Economics from Brandeis University and an M.B.A. with a Finance concentration from the Yale School of Management. Lieberman is a recognized media commentator, with appearances on CNBC, Bloomberg, and The Wall Street Journal Radio, and is the author of an influential investment whitepaper on Federal Reserve interest rate policy. His track record includes both significant entrepreneurial achievements and contributions to the investment industry through research and thought leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advisors Capital Management, LLC | Managing Director & Partner; Director of Investment Research & Corporate Development | Jan 2010 to Present | — |
| Advisors Capital Management, LLC | Managing Director & Partner | Jan 2010 to Present | — |
| Brooklyn Boulders | Board of Directors Member | Jul 2016 to Dec 2021 | — |
| TestCafe | Founder & CEO | Aug 2002 to Nov 2009 | — |
| BookRags, Inc. | Founder, President & CEO | Dec 1999 to Nov 2009 | — |
Education
Yale University
Master Of Business Administration
2003 — 2005
Brandeis University
Bachelor Of Arts, Economics
1995 — 1999
Others at Advisors Capital Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Manager | Oakland, CA , United States | |
| Partner | Ridgewood, NJ , United States | |
J JoAnne Feeney | Portfolio Manager | New York, NY , United States |
| Regional Vice President | Birmingham, AL , United States | |
| Partner and Fixed Income Portfolio Manager | United States | |
| Partner and Host of the ACM 10 Second Interview Show | Ridgewood, NJ , United States | |
| Regional Vice President | Santa Ana, CA , United States | |
| Portfolio Manager | Oakland, CA , United States | |
| Senior Vice President | Franklin Lakes, NJ , United States |