Economic and Investment Outlook
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Dr. Charles Lieberman
Chief Investment Officer
Advisors Capital Management
10 Wilsey Square
Ridgewood, NJ 07450
Dr. Charles Lieberman is the Chief Investment Officer and co-founder of Advisors Capital Management, LLC.
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. From there, Dr. Lieberman moved to Wall Street, working with Morgan Stanley and Shearson Lehman Brothers, focusing 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. During his eleven and a half years with these banks, he worked intensively with clients, as well as the Bank’s trading desks and portfolio and sat on the Bank’s Markets Committee, which was responsible for funding, interest rate, and currency risk management. He also traveled extensively on behalf of the Bank, both domestically and internationally, consulting with senior government officials and portfolio managers of some of the largest financial institutions in the world. In 1997, he left Chase to found, along with co-founder Henry Kaufman, the global macro hedge fund Strategic Investors Management LLC, and to serve as its managing partner and principal strategist.
Lieberman has appeared often on Bloomberg, CNBC, and is frequently quoted by Barron’s and The Wall Street Journal.
Dr. Lieberman earned his B.A. in Economics at MIT, and a Ph.D. in Economics from the University of Pennsylvania.
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Continuing Education Credits:
CFP- 1.0 credit “Economic and Investment Outlook” (Program ID 232998).
NJ CPE - 1.0 credit Economic and Investment Outlook
Attention all NJ Licensed Accountants
As you are aware, N.J.A.C. 13-29-6.8 requires all licensees to retain their Continuing Professional Education Records for five years from the date the course was taken. Shortly, a list of randomly-selected licensees will be notified that they have been selected to be audited for those credits. For those licensees whose credits were taken in 2012, the 5 year retention time frame is approaching and the BOA is requesting that proofs of all credits taken by all licensees are retained for an additional one year time period, until December 31, 2017.
NJ CLE - 1.0 Economic and Investment Outlook (#36)
CTFA - 1.25 credits " Economic and Investment Outlook has been approved for 1.25 CTFA credits. This statement should not be viewed as an endorsement of this program or its sponsor." ICB Members must report these credits atwww.icbmembers.org.
CTFAs are no longer required to break down and report their continuing education (CE) credit by knowledge area.
NJ INS 1.0 credtit (General) Economic and Investment Outlook (88898489)