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Investing and Planning in a Post COVID World

00:44:00

Apr 15, 2021 04:46 PM

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Speakers

Dr. Charles Lieberman
Co-Founder and Chief Investment Officer @Advisors Capital Management
Dr. Lieberman began his professional career as an academic at the University of Maryland and Northwestern University. After five years in academia, he joined the Federal Reserve Bank of New York as head of its Monetary Analysis staff before coming to Wall Street. At Morgan Stanley and Shearson Lehman Brothers, he focused on the debt and equity markets, respectively. In 1986, he joined Manufacturers Hanover Securities as chief economist and head of research and retained that position through the subsequent mergers with Chemical Bank and Chase Manhattan. In 1997, he left Chase and co-founded the global macro hedge fund Strategic Investors Management LLC, and to serve as its managing partner and principal strategist. Dr. Lieberman earned his B.A. in Economics at MIT, and a Ph.D. in Economics from the University of Pennsylvania.
Dr. JoAnne Feeney
Partner and Portfolio Manager @Advisors Capital Management
Prior to joining ACM, Dr. Feeney was senior equity analyst for more than 10 years at boutique sell-side firms including Punk, Ziegel & Co., FTN Equity Capital, Longbow Research, and ABR Investment Strategy where she focused on the valuation of semiconductor companies. Dr. Feeney also consulted for the Federal Reserve, The International Monetary Fund, and The World Bank while an academic at The University at Albany, State University of New York, The Stern School of Business, New York University, and the University of Colorado at Boulder. Dr. Feeney has appeared often on Bloomberg, CNBC, and is frequently quoted by Barron’s and The Wall Street Journal. Dr. Feeney received her B.A. in Economics from Union College, and her Ph.D. and M.A. in Economics from the University of Rochester.
Jeffrey Deiss, CFP®, AEP®
Director of Wealth Planning @Advisors Capital Management
Jeff’s career includes over 20 years working closely with families at major private banks such as Citi, JP Morgan and BNY Mellon. Prior to joining ACM, Jeff also spent five years at an independent insurance and estate planning boutique. Jeff received his B.B.A. in Finance from James Madison University and his M.B.A. in Finance from Fordham University. Jeff holds the CERTIFIED FINANCIAL PLANNER™ certificate and the Accredited Estate Planner® designation awarded by the National Association of Estate Planners and Councils. Jeff is the President of the Estate Planning Council of Bergen County and a member of the Greater NJ Estate Planning Council.