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About
Lee Balducci is the Regional Vice President at Advisors Capital Management, LLC, based in Commack, NY. In this capacity, he is responsible for overseeing advisory product asset growth, developing relationships with financial advisors, and expanding the firm’s presence across his region. He regularly participates in high-level discussions on investment themes and represents Advisors Capital Management at industry events and client conferences.
His investment focus includes international equities, fixed income, and multi-asset portfolio solutions, frequently moderating discussions around international equity opportunities, global diversification, and tactical asset allocation strategies. Balducci is actively engaged in educating advisors on market trends, equity rotations, and best-in-class investment approaches with an emphasis on risk-managed equity exposures and high-quality businesses with sustainable competitive advantages.
Previously, Lee held progressively senior roles at AXA Advisors—including Assistant Vice President, Broker Dealer Sales Desk, and Investment Sales Coordinator—which provided him with deep experience in broker-dealer operations and investment sales leadership. He holds a Bachelor of Arts from the New York Institute of Technology-Old Westbury and is recognized for his significant contributions to portfolio asset growth and advisor education in the investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advisors Capital Management | Regional Vice President | Sep 2013 to Present | Wholesaler to New York, Long Island, Connecticut and New Jersey territory for Advisors Capital Management. Advisors Capital Management is a separately managed account with customizable portfolios for ... |
| AXA Advisors | Asst. Vice President - Broker Dealer Sales Desk | Nov 2004 to Mar 2013 | Managed 5 sales coordinators focusing on driving sales of advisory products to over 4,000 financial professionals. Responsible for training and recruiting new financial professional on the advisory pl... |
| AXA Advisors | Investment Sales Coordinator | Nov 2000 to Oct 2004 | Provide support to AXA financial professionals on the sales of non proprietary investment products including separately managed accounts, Alternative Investments, fixed income, equities and mutual fu... |
| AXA Advisors | Managed Account Specialist | Mar 1999 to Oct 2000 | Assisted financial professionals with positioning and asset allocation of fee based mutual accounts. |
| Lazard Asset Management | Trader and Portfolio Administrator | Jan 1997 to Jun 1998 | Traded fee based accounts according to investment disciplines of portfolio managers across 16 firms |
| Prudential Financial | Portfolio Service Representative | Jun 1994 to Dec 1996 | — |
Education
New York Institute of Technology-Old Westbury
Bachelor of Arts (B.A.)
Skills & Expertise
Others at Advisors Capital Management, LLC (15)
| Name | Role | Location |
|---|---|---|
C Claire Comerford | Senior Vice President - Advisor Solutions | New York, NY , United States |
 | Managing Director & Partner; Director of Investment Research & Corporate Development | Ridgewood, NJ , United States |
 | 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 |
 | Managing Director and 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 |
