Advisors Capital Management, LLC

Lantz Bowman is a CFP® professional based in Houston, TX, with 17 years of industry experience. He has worked at Advisors Capital Management, LLC since 2023, previously serving at Linscomb & Williams Inc. and Ronald Blue & Company. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, as well as specialized municipal fixed-income portfolios and managed mutual fund programs.

Lindsey Owen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. Her prior experience includes roles at Bank of America, Merrill Lynch, Charles Schwab, Fidelity, and Jackson National Life. Outside of her advisory work, she manages a real estate investment LLC focused on rental properties. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research to manage customized private accounts, model separate-account, and ETF strategies.

Michael Surbrug is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Lord Abbett Distributor LLC since 2003. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individuals, institutions, and various organizations. The firm operates as an outsourced investment manager to unaffiliated registered investment advisers and broker-dealers and offers customized private accounts as well as model separate-account and ETF strategies.

Gustave Scacco is a financial advisor at Advisors Capital Management, LLC with four years of industry experience. He holds a Series 63 designation and has been associated with Hudson Valley Investment Advisors, Inc. since 2015. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with fundamental, quantitative, and qualitative research.

Jeremy Lieberman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC since 2015. He is based in Ridgewood, NJ. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, and government entities. The firm combines top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Susan Ahlfeld is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Advisors Capital Management, LLC since 2023, following a 21-year tenure at Ameriprise Financial Services, Inc. Outside of her advisory work, she is the managing member of Taking A Siesta LLC, a real estate rental business. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and governmental entities. The firm employs a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research to manage custom private accounts and model strategies.

Zachary Smith is a financial advisor at Advisors Capital Management, LLC with four years of industry experience. He holds the Series 65 designation and has been with Advisors Capital Management since 2017. Prior to his advisory role, he was a full-time student from 2013 to 2017. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages custom private accounts and model strategies using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Jeffrey Deiss is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Advisors Capital Management, LLC since 2015. He holds Series 63 and Series 65 licenses. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model-based strategies, combining macroeconomic analysis with fundamental, quantitative, and qualitative research.

Robert Mckinney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Advisors Capital Management since 2017 and previously was with Stratos Wealth Partners, Ltd and LPL Financial, LLC from 2008 to 2017. Outside of advisory services, he is an independent insurance agent focusing on needs-based delivery of life, health, long-term care, and fixed annuities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm manages accounts using a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research, offering customized private accounts, model separate-account and ETF strategies, and specialized solutions such as municipal fixed-income portfolios.

Kenneth Deane is a financial advisor at Advisors Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Pacific Financial Group, Inc. and AC Funds, LLC, where he is a managing member and majority owner. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm offers custom private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Joanne Feeney is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Advisors Capital Management since 2015. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm operates through outsourced investment management to unaffiliated RIAs and broker-dealers, as well as direct wealth management, employing a combination of macroeconomic and fundamental analysis across customized private accounts and model strategies.

Corie Gabriel is a financial advisor at Advisors Capital Management, LLC with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including CI Roosevelt Private Wealth, The Roosevelt Investment Group, and Unified Financial Securities. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, serving through outsourced investment management for unaffiliated RIAs and broker-dealers as well as wealth management. The firm manages a large client base with a focus on custom private accounts, model separate-account and ETF strategies, employing both macro and fundamental analysis.

David Lieberman is a financial advisor at Advisors Capital Management, LLC with 15 years of industry experience. He holds Series 65 and Series 66 designations and has been with Advisors Capital Management since 2012. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and government entities. The firm offers customized private accounts and model strategies, combining top-down macro analysis with bottom-up fundamental, quantitative, and qualitative research.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Michael Lieberman is a financial advisor with Advisors Capital Management, LLC and holds a Series 66 designation. He has 21 years of industry experience and has been with Advisors Capital Management since 2004. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers customized private accounts and model strategies, combining macroeconomic insights with fundamental, quantitative, and qualitative analysis.