About
Jeremy Lieberman is a partner at Advisors Capital Management, LLC (ACM) based in Ridgewood, NJ, where he plays a crucial role in portfolio construction, trading operations, and serves as a key member of the firm’s investment committee. At ACM, he is responsible for overseeing the execution of investment strategies and contributes to shaping the firm’s tactical and strategic asset allocations across various portfolios.
Lieberman holds the prestigious Chartered Financial Analyst (CFA) designation, reflecting his high standard of expertise and ethics in investment management. He has a strong educational background, having graduated from Cornell’s School of Material Science and Engineering, and later earning both an MS in Material Science and Engineering and an MBA from MIT Sloan School of Management in 2012.
Before joining ACM in 2015, Lieberman worked as an engineering consultant (and is a licensed professional engineer in California), and later held a senior leadership role at Amazon’s largest distribution center in New Jersey. His investment expertise is informed by his technical and operational background, with specific focus on equity portfolios and multi-asset strategies, leveraging his engineering and financial training to drive rigorous portfolio management and research at ACM.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advisors Capital Management | Partner | Jan 2015 to Present | — |
| Amazon | Senior Operations Manager | Jan 2014 to Jan 2015 | — |
| Amazon | Operations Manager, Pathways Leadership Program | Jan 2012 to Jan 2014 | — |
Education
MIT Sloan School of Management
MBA, SM, Business Administration, Material Science and Engineering
2010 — 2012
Cornell University
Bachelor of Science - BS, Material Science and Engineering
2002 — 2006
Others at Advisors Capital Management, LLC (9)
| Name | Role | Location |
|---|---|---|
| Managing Director & Partner; Director of Investment Research & Corporate Development | Ridgewood, NJ , United States | |
| Senior Portfolio Manager | Oakland, CA , 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 |