Mark Opila
Senior Vice President at Advisors Capital Management, LLC
About
Mark W. Opila is a Senior Vice President and Senior Wealth Advisor at Advisors Capital Management, LLC, based in Franklin Lakes, NJ. He has worked closely with individual clients developing financial plans and providing investment advice since joining the firm in 2006. Mark holds the CFP® credential, as well as the Series 63 and 65 licenses, allowing him to deliver tailored advisory services and portfolio management in New Jersey and other states.
At Advisors Capital Management, Mark specializes in comprehensive portfolio management and financial planning, focusing on asset allocation strategies across equities, fixed income, global growth, dividends, and small/mid-cap sectors. He actively provides pension consulting services and manages portfolios for both private clients and institutional investors, leveraging ACM’s fundamental value approach and in-house economic expertise.
Throughout his 16+ year career in investment advisory, Mark has contributed to the ACM Wealth Financial Planning Committee, helping to standardize best practices and advance thought leadership within the firm. His deep expertise in retirement planning, trusts, estates, and wealth transfer strategies is reflected in his authorship of industry commentary and educational outreach to clients.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Advisors Capital Management | Senior Vice President | Oct 2006 to Present | Certified Financial Planner providing investment advice for individuals, foundations and third party advisors. |
| Barclays Capital | Director and Manager ABS Sales | Jan 2003 to Jan 2006 | Producing Sales Manager for the ABS Sales Force-- Credit Cards, Autos, Sub Prime Mortgages,MBS and CMBS, CDS |
| Dresdner Kleinwort | Director | Jan 2001 to Jan 2003 | Structured Credit Sales; ABS,MBS, Corporate Bonds, Credit Derivative Swaps |
| JP Morgan Chase | Director | Jan 1988 to Jan 2001 | Fixed Income Sales; Corporate Bonds, MBS, ABS, Private Placements |
| Citicorp Investment Bank | Vice President | Jan 1983 to Jan 1988 | Fixed Income Sales; MBS |
Education
New York University
MA, International Economics
1980 — 1981
Fairfield University
BA, Economics
1973 — 1977
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 | |
| 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 |