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David Lieberman

David Lieberman

Managing Director & Partner; Director of Investment Research & Corporate Development at Advisors Capital Management, LLC

Ridgewood, NJ , United States

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

OrganizationRoleDate RangeDetails
Advisors Capital Management, LLCManaging Director & Partner; Director of Investment Research & Corporate DevelopmentJan 2010 to Present
Advisors Capital Management, LLCManaging Director & PartnerJan 2010 to Present
Brooklyn BouldersBoard of Directors MemberJul 2016 to Dec 2021
TestCafeFounder & CEOAug 2002 to Nov 2009
BookRags, Inc.Founder, President & CEODec 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)

NameRoleLocation
David Ruff
David Ruff
Senior Portfolio ManagerOakland, CA , United States
Jeremy Lieberman
Jeremy Lieberman
PartnerRidgewood, NJ , United States
J
JoAnne Feeney
Portfolio ManagerNew York, NY , United States
Judd Lasater
Judd Lasater
Regional Vice PresidentBirmingham, AL , United States
Kevin Kelly
Kevin Kelly
Partner and Fixed Income Portfolio ManagerUnited States
Michael Lieberman
Michael Lieberman
Partner and Host of the ACM 10 Second Interview ShowRidgewood, NJ , United States
Mike Brodie
Mike Brodie
Regional Vice PresidentSanta Ana, CA , United States
Randall Coleman
Randall Coleman
Portfolio ManagerOakland, CA , United States
Mark Opila
Mark Opila
Senior Vice PresidentFranklin Lakes, NJ , United States