Protected: Advisors Capital Management

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 Management and Prudential Financial.

Lee holds a Bachelor of Arts from the New York Institute of Technology.

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 gives clients a better chance for success with their long-term investment goals. Mike is an endurance athlete who currently competes in Ultra Marathons in various states. He lives in Southern CA with his three boys. Mike graduated from the University of Arizona in Tucson and is an avid college basketball fan.

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 Kansas.

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 Accounts (SDBAs). He works hands-on with advisors to walk through the tax-efficient and highly customizable nature of these strategies, helping them align portfolio construction with each client’s unique objectives, constraints, and tax considerations.

Outside of work, Cristian values time spent with his family. He is a lifelong sports enthusiast and continues to play soccer in his free time. Cristian remains a dedicated fan of the New York Yankees and Providence College Men’s Basketball Team.

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 investment solutions with personalized financial goals and long-term objectives.

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 growth.

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 Stern School of Business at New York University, and the University of Colorado at Boulder.

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 permitted jurisdictions across the globe to help bridge back USD assets to US based custodians like Fidelity and Charles Schwab.

He understands the importance of providing compliant solutions for individuals abroad that wish to continue to invest USD but do so with proper reporting.

A graduate of the University of Rhode Island, Konner resides in Bergen County, New Jersey with his wife and daughter. He enjoys playing golf, traveling and rooting for his Boston sports teams.

Connect with Konner: konner.gershkoff@advisorscapital.com

Jakub Gniazdowski is a Internal Wholesaler at Advisors Capital Management, where he has worked since 2023. 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, Jakub helps bridge the 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: jakub.gniazdowski@advisorscapital.com

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 use—not theory that looks good on a slide but dies in a client meeting. After a decade and a half on the road, Jake understands what works, what doesn’t, and how to help advisors differentiate themselves in a crowded market while building durable, scalable practices.

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 InterContinental University. Outside of work, he and his wife, Kristina, enjoy spending time outdoors in Ohio with their two dogs, Sprigley and Molly.

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 Advisors.

Judd Lasater is a Regional Sales Director at Advisors Capital Management, where he has served since 2015, covering much of the Southeastern United States. In his role, Judd partners with financial advisors to help them grow their businesses, navigate complex client needs, and build customized, 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 comprehensive understanding of what today’s advisors need to succeed.

A graduate of the University of Tennessee with a degree in Economics, Judd is a proud Vol. Outside of work, he enjoys spending time with his wife, Sarah, and their three children, Caroline, Anne Lovett, and Will. When he is not on the road visiting advisors, you can usually find him cheering on the Tennessee Volunteers, watching the Tennessee Titans, golfing with friends, or fly fishing whenever he gets the chance.

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 Capital.

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 Finance from the Yale School of Management.

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 experience..

Paul Lockwood is a Relationship Manager at Advisors Capital Management (ACM), where he partners with client firms and platforms to drive growth and deliver strategic value. Paul focuses on building deep, collaborative relationships that help advisors expand their businesses through ACM’s investment solutions.

Paul brings over twenty years of experience in leadership and senior relationship roles within the financial services industry. Most recently, he served as EVP, National Accounts at The Pacific Financial Group, where he focused on adding new relationships and driving sales growth across all firms. Prior to that, he spent nearly a decade as Head of Strategic Partnerships at Lincoln Financial Network, managing over 75 partnerships and driving significant revenue growth from these relationships.

Earlier in his career, Paul was Director of Relationship Management at Merrill Lynch, where he managed several high-value relationships and oversaw multiple advisor conferences annually, providing education and training to over 2,400 advisors each year. Paul began his career in financial services as an Associate Financial Advisor with Merrill Lynch.

Paul earned his MBA from LaSalle University in Philadelphia and his Bachelor of Science from Kutztown University of Pennsylvania.

John Martoncik 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.

John has worked in the financial services industry since 1991, beginning his career as an independent advisor in the Kansas City marketplace. This early experience gave him a practical understanding of advisor needs and client-facing decision making, which informs his approach today.

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 daughters’ families Camping, Hiking, and Skiing

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.

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 enjoys staying active through snowboarding, golf, and hiking. Being from New Jersey, he’s a New York sports fan.

Christina Rau is a Regional Sales Director at Advisors Capital Management, where she has spent the 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 of experience in the financial services industry, she brings a consultative approach to delivering customized 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 Private Banker, providing holistic guidance on investments, banking, credit, and wealth planning. She holds 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 and three children, cooking, playing tennis, and volunteering at local animal shelters.

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 gained additional sales experience at Boston Capital and New England Funds.

Joe has demonstrated a strong commitment to professional involvement, including active membership in the Financial Planning Association (FPA). He also served as a member of the Financial Services Institute (FSI), where he chaired the Marketing, Growth & Development Council.

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 Institute and the Security Analysts of San Francisco.