Our ACM Team

Lee Balducci is a Regional Sales Director at Advisors Capital Management, where he works directly with financial advisors across the New York, Long Island, Connecticut, and New Jersey territories to support client-focused investment implementation. With more than two decades of experience in financial services and advisory platforms, Lee brings deep expertise in managed accounts, product education, and advisor support. Prior to joining ACM in 2013, Lee held several roles at AXA Advisors, including Assistant Vice President of Broker Dealer Sales Desk, where he led sales teams, trained financial professionals, and built programs designed to expand the use of advisory and managed account solutions. Earlier in his career, he held investment and portfolio support roles at Lazard Asset...

Mike Brodie is a Partner and Regional Sales Director at Advisors Capital. He started his career in Southern CA in 1997 at The American Funds Distributors Capital Group Companies. He has been a Regional Consultant Wholesaler for several firms, such as Pacific Life, Nationwide Financial, and LPL Financial. His philosophy is one of a comprehensive financial planning approach for each individual client. Mike is a fierce advocate for his financial advisor communities and believes that each individual client and family should have an investment plan built around tax efficiency, customization, and individual goals and objectives. Mike’s father was a financial advisor from 1984 to 2024. Mike understands that nurturing long-term relationships with advisors ultimately...

Paul Broughton is an equity portfolio manager with Advisors Capital. Prior to joining the firm, he was a co-manager of the Salient Dividend Signal Strategy® portfolios. Prior to joining Salient in 2010, Paul held various roles in fixed income portfolio management and trading with Pacific Capital Bancorp and American Century Investments. He began his career with State Street in fund accounting. Paul is a CFA® charterholder and holds a Bachelor of Science in accounting and business administration from the University of...

Cristian Campos is an Internal Wholesaler at Advisors Capital Management, where he has worked since 2025. In this role, he partners with financial advisors to deliver tailored investment solutions, with a focus on tax efficiency, customization, and white glove service. After graduating from Providence College with a bachelor's degree in marketing, he began his career in the financial services industry at Equitable, working as a financial advisor where he built a strong foundation in client-focused financial planning and investment solutions. In his role at ACM, Cristian partners closely with financial advisors to help them implement customized investment solutions, with a particular focus on Separately Managed Accounts (SMAs) and Self-Directed Brokerage...

Randall Coleman is a portfolio manager focused on international and small/mid cap securities. Before joining Advisors Capital, Randall was the co-manager of the Salient Dividend Signal Strategy® portfolios. Previously, Randall was a portfolio manager for Berkeley Capital Management. In 2008, Forward Management acquired Berkeley, and subsequently in 2015, Salient acquired Forward. Before joining Berkeley in 2001, Randall was a portfolio manager at London Pacific Advisors, specializing in small/mid-cap domestic equities. Randall is a CFA® charterholder and holds a Bachelor of Arts from the University of California, Davis as well as an MBA from Thunderbird, the American Graduate School of International...

Claire Comerford serves as Senior Vice President, Advisor Solutions at Advisors Capital Management, where she supports financial professionals across the country with investment product education, platform guidance, and advisor-focused portfolio solutions. She brings more than two decades of experience in the industry, with deep background in investment product due diligence, multi-asset portfolio construction, and advisor training across a range of investment strategies. Prior to joining Advisors Capital Management, Claire spent many years at AXA Advisors in senior product leadership roles, where she guided investment platform development and collaborated closely with advisors to support client needs. Throughout her career, she has specialized in helping advisors connect high-quality...

Ken Deane is a Senior Vice President with Advisors Capital Management. Prior to joining ACM, Ken worked with broker/dealers, hybrids and RIAs in the sales and distribution of separate accounts and asset backed equipment leases. Ken held key roles in building the strategic direction, growth, profitability and performance of a broker/dealer distribution channel and for the management of a national channel sales. His extensive experience in sales management, sales development and client relationship across channels were instrumental in driving various firm...

Dr. JoAnne Feeney holds a B.A. in Economics from Union College and earned her Ph.D. and M.A. in Economics from the University of Rochester. Before joining Advisors Capital, Dr. Feeney amassed extensive experience as a senior equity analyst with reputable sell-side firms, such as Punk, Ziegel & Co., FTN Equity Capital, Longbow Research, and ABR Investment Strategy. Her expertise primarily focused on the valuation of nanotechnology and semiconductor companies. In addition to her career in the financial sector, Dr. Feeney has also contributed her insights through consultations with esteemed institutions, including the Federal Reserve, The International Monetary Fund, and The World Bank. Her academic pursuits have taken her to renowned institutions such as the University of Albany, The...

Konner Gershkoff is the Director of Internal Sales for Advisors Capital Management. Konner manages the internal sales group to enhance distribution efforts across the country and to optimize internal work flows between sales, operations and trading. Konner has spent the last six years with ACM, focusing on educating advisors and driving AUM on ACM’s Separately Managed Account (SMA) and Self-Directed Brokerage Account (SDBA) platforms. Additionally, Konner has led the efforts into the International, Cross-Border Advice markets for Advisors Capital and works hand-in-hand with Financial Advisors to provide compliant, customized, tax efficient investment portfolios for their clients. He has several years of experience strictly focusing on International Markets and working within...

Jakub Gniazdowski is a Internal Wholesaler at Advisors Capital Management, where hehas worked since 2023. In this role, he partners with financial advisors to deliver tailoredinvestment solutions, with a focus on tax efficiency, customization, and white glove service.With a deep understanding of both portfolio construction and advisor needs, Jakub helps bridgethe gap between investment strategy and client goals. Areas of specialization: Portfolio analysis Asset allocation Portfolio management Performance analysis Jakub enjoys playing golf and soccer in his free time. He’s an avid soccer fan and former referee. Connect with Jakub:...

Jake Haynes is a Regional Sales Director and External Wholesaler with Advisors Capital Management, covering Missouri, Kansas, Iowa, Nebraska, Minnesota, and the Dakotas. With 15 years of experience in the field, Jake has worked with thousands of advisors across independent broker-dealers, wirehouses, and RIAs, helping them win more business through smarter portfolio construction and better client outcomes. His day-to-day focus is on customized investment solutions, tax-efficient strategies for non-qualified assets, SMAs, and managed retirement solutions, including SDBAs. Jake’s approach is simple: be useful, be honest, and help advisors solve real problems. He’s known for cutting through the noise, asking the right questions, and bringing practical ideas advisors can actually...

Scott Iversen is a Regional Sales Director at Advisors Capital Management, where he works directly with financial advisors to help them use ACM’s investment solutions in support of their clients’ goals. He focuses on building and maintaining advisor relationships and serving as a resource across the sales and implementation process. Scott has worked in the financial services industry since 2014, beginning his career as an independent advisor alongside his father. This early experience gave him a practical understanding of advisor needs and client-facing decision making, which informs his approach today. Scott holds a Bachelor of Fine Arts in Landscape Architecture from the University of Illinois at Urbana–Champaign and an MBA in International Business from American...

Kevin Kelly is the Portfolio Manager of Fixed Income and a member of the Investment Committee. Before joining Advisors Capital, Kevin was a portfolio manager at Verition Fund Management in New York, NY where his duties included managing a long/short portfolio. Prior, Kevin was a Vice President at Goldman Sachs and a research analyst at Oak Hill...

Judd Lasater is a Regional Sales Director at Advisors Capital Management, where he has servedsince 2015, covering much of the Southeastern United States. In his role, Judd partners withfinancial advisors to help them grow their businesses, navigate complex client needs, and buildcustomized, tax-efficient portfolios tailored to long term goals. Judd’s career began in the home office of Edward Jones before he became a financial advisor with the firm. He later joined Curian Capital, a registered investment adviser, where he worked closely with advisors to expand their practices and utilize Curian’s investment platform. His experience spans the full spectrum of the advisory world, including home office operations, client facing advising, and business consulting, giving him a...

As a graduate of MIT with a bachelor’s degree in economics and a Ph.D. in economics from the University of Pennsylvania, Dr. Lieberman began his career as an academic at the University of Maryland and Northwestern University. After a few years, Dr. Lieberman joined the Federal Reserve Bank of New York as head of its Monetary Analysis, before joining Morgan Stanley and Shearson Lehman Brothers, where he focused on the debt and equity markets. In 1986, he joined Manufacturers Hanover as chief economist and head of research and retained that position through the mergers with Chemical Bank and Chase Manhattan. In 1997 he left Chase and founded a global macro hedge fund, Strategic Investors Management. In 1998, Dr. Lieberman founded Advisors...

David is currently a Partner and Managing Director with Advisors Capital, where he sits on the Management Committee, bringing nearly 25 years of experience in investment management, corporate finance, and corporate management. Prior to joining Advisors Capital, David founded and sold 3 companies, including BookRags, Inc. He served as BookRags’ President and CEO for 10 years, building it into one of the largest websites in the world. David’s involvement in the start-up world evolved into an advisory role for a wide variety of technology, educational, and product companies. David has appeared and been quoted in numerous publications and media, including CNBC, Barron’s and Bloomberg. David earned his BA in Economics from Brandeis University and an M.B.A. with a concentration in...

Michael is a Partner at Advisors Capital Management. Following his graduation from Boston University in 2001, Michael started with Advisors Capital as its second employee. Throughout his tenure, he has demonstrated exceptional proficiency in designing and implementing streamlined trading, support, and distribution models while assuming diverse roles within the organization. In his current capacity, Michael focuses on cultivating and advisor and home office relationships. His primary goal is to ensure that advisors enjoy a seamless experience, enabling them to deliver tailored portfolio management solutions to their clients. Michael is dedicated to advancing advisor education in order to enhance the overall client...

Paul Lockwood is a Relationship Manager at Advisors Capital Management (ACM), where hepartners with client firms and platforms to drive growth and deliver strategic value. Paul focuseson building deep, collaborative relationships that help advisors expand their businesses throughACM's investment solutions. Paul brings over twenty years of experience in leadership and senior relationship roles withinthe financial services industry. Most recently, he served as EVP, National Accounts at The PacificFinancial Group, where he focused on adding new relationships and driving sales growth acrossall firms. Prior to that, he spent nearly a decade as Head of Strategic Partnerships at LincolnFinancial Network, managing over 75 partnerships and driving significant revenue growth fromthese...

John Martoncik is a Regional Sales Director at Advisors Capital Management, where he worksdirectly with financial advisors to help them use ACM’s investment solutions in support of theirclients’ goals. He focuses on building and maintaining advisor relationships and serving as aresource across the sales and implementation process. John has worked in the financial services industry since 1991, beginning his career as anindependent advisor in the Kansas City marketplace. This early experience gave him a practicalunderstanding of advisor needs and client-facing decision making, which informs his approachtoday. John holds a Bachelor of Arts in Business Administration from the University of Central Missouri.Outside of work, he and his wife, Lisa, enjoy spending time with their three...

Tim Oechsner is an Internal Wholesaler at Advisors Capital Management, where he has worked since 2020. In this role, he partners with financial advisors to deliver tailored investment solutions, with a focus on tax efficiency, customization, and white glove service. With a deep understanding of both portfolio construction and advisor needs, Tim helps bridge the gap between investment strategy and client goals. Connect with Tim:...

Sebastian Piszczatowski is an Internal Wholesaler at Advisors Capital Management, where he has worked since 2025. In this role, he partners with financial advisors to deliver tailored investment solutions, with a focus on tax efficiency, customization, and white glove service. Sebastian has come from JPMorgan previously where he worked in Prime Financial Services for institutional clients, covering Middle office trade support and fixed income settlements focusing on trade lifecycle and client service. Here at ACM, he supports the distribution of Separately Managed Accounts (SMAs) and Self-Directed Brokerage Accounts (SDBAs). He works closely with advisors building strong relationships and ensuring a seamless experience for advisors and their clients. Outside of work, Sebastian...

Christina Rau is a Regional Sales Director at Advisors Capital Management, where she has spentthe past five years helping financial advisors across Delaware, Maryland, Washington D.C.,Virginia, West Virginia, and Kentucky grow their practices. With more than 15 years ofexperience in the financial services industry, she brings a consultative approach to deliveringcustomized wealth solutions that help advisors win more business and better serve their clients. Before joining ACM, Christina spent her entire career at JPMorgan Chase & Co as a PrivateBanker, providing holistic guidance on investments, banking, credit, and wealth planning. Sheholds a B.S. in Finance and an MBA in Economics from St. John’s University. Outside of work, Christina enjoys spending time with her husband...

With more than 30 years of experience in the financial industry, Joe has served as Senior Vice President of Institutional Sales at Advisors Capital Management (ACM) since March 2013. He acts as the central connection between financial advisors, their clients, with the ACM home office, emphasizing long-term relationship-building with ACM’s portfolio managers and partners. Prior to ACM, Joe spent 11 years at Wall Street Financial Group, Inc., serving as President of the broker-dealer, where he was responsible for recruiting, sponsor relationships, and firm-wide sales, marketing, and advertising strategy. Earlier in his career, he held the role of Regional Marketing Director at American Skandia, specializing in Variable Annuities, Mutual Funds, and 401(k) solutions, and previously...

Prior to joining Advisors Capital as a Portfolio Manager, David Ruff was a managing director and senior portfolio manager at Salient where he co-managed the Dividend Signal Strategy® portfolios. Previously, David was chief investment officer for Berkeley Capital Management. In 2008, Forward Management acquired Berkeley, and subsequently in 2015, Salient acquired Forward. Prior to joining Berkeley in 2001, David was chief investment officer of London Pacific Advisors where he chaired the LPA Investment Policy Committee. From 1998 through 2001, David served as president and director for the Security Analysts of Sacramento. David graduated magna cum laude from Iowa State University with a Bachelor of Science in finance. David is a CFA® charterholder and currently a member of CFA...

Gus Scacco brings more than 35 years of experience in the financial services industry as a portfolio manager, equity analyst, and strategist. Throughout his career, Scacco has held investment management and leadership roles serving retail and institutional clients, managing large-scale assets for retail and institutional clients locally and nationwide.  Most recently, Scacco serves as a Senior Portfolio Manager at Advisors Capital Management, LLC (ACM). Prior to joining ACM, he served as CEO and CIO of Hudson Valley Investment Advisors, Inc. His career also includes portfolio management and executive roles at Morgan Stanley Asset Management, Angelo Gordon Asset Management, and the Tiger Management "Tiger Cub" fund, Tiger Shark. He has also served as an adjunct professor of finance...

Maria Shammas is an Internal Wholesaler at Advisors Capital Management, where she has worked since 2019. In this role, she partners with financial advisors to deliver tailored investment solutions, with a focus on tax efficiency, customization, and white glove service. She brings extensive experience in financial services and sales, with a background that spans institutional finance and high-end real estate. Before joining ACM, Maria spent more than a decade at Goldman Sachs, where she held roles infixed income operations and client services. She worked closely with sales desks, product groups,compliance, and treasury teams, contributing to process improvements, management reporting,and strategic planning initiatives across global markets. Maria also spent many years as a Sales...

Zachary Smith is an Associate Portfolio Manager at Advisors Capital Management, where he supports the firm’s investment management and portfolio management efforts. He has been with ACM since 2017, beginning his career with the firm as a Trader before advancing to Senior Analyst and, most recently, Associate Portfolio Manager. Zachary earned his bachelor’s degree from SUNY Geneseo, where his studies included finance, economics, accounting, and security...

Kevin Strauss brings over 25 years of experience in the Investment Management sector, specializing in the management of equity and fixed income portfolios. Before joining Advisors Capital, Mr. Strauss held the position of Vice Chairman at Abner Herrman & Brock, where he also served as a key member of the investment committee. Prior to this, he dedicated eight years to Citigroup Global Asset Management, steadily advancing from a Research Analyst to the role of Senior Portfolio Manager within the firm's institutional and Private Client Groups. Outside his professional achievements, Mr. Strauss has been an active contributor to various organizations. He previously served as a member of the Board of Directors for the Bergen County NJ YJCC and acted as the Chairman of its Endowment...

Mike Surbrug serves as a Relationship Manager at Advisors Capital Management (ACM), wherehe develops and manages strategic business relationships with the firm’s key distributionpartners across the independent broker/dealer and RIA channels. He is responsible forpositioning ACM’s investment solutions on major platforms, driving sales growth, and enhancingthe firm’s presence among independent advisors. Mike joined ACM in 2025, bringing more than two decades of experience in financial services.Prior to joining the firm, he spent 22 years at Lord Abbett, including the past decade in a similardistribution-focused role. Throughout his career, he has specialized in cultivating high-impactpartnerships, collaborating with research analysts and due diligence teams, and...

Moses Taylor is a Regional Sales Director with Advisors Capital Management, where he hasoverseen the Rocky Mountain Region since 2022. During his tenure, he has driven consistentterritory growth by building strong advisor relationships, delivering market insights, andsupporting partners with customized portfolio solutions. Known for his responsiveness andcollaborative approach, Moses works closely with financial professionals to help themimplement strategies that meet the evolving needs of their clients. Before joining ACM, Moses served as a Regional Vice President with Jackson National in theSoutheast, where he developed a reputation for exceptional service, product knowledge, andthe ability to support advisors across a wide range of planning conversations. Based in Denver, CO,...