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WALL STREET FINANCIAL GROUP - aligned with Dr. Charles Lieberman
Sep 20, 2007

UNION MEMBERS,

             

           I would like to have an announcement sent to my clients and all the other union members at Waterford about a relationship that I just established with a world renowned economist and money manager, Dr. Charles Lieberman (see attachment). With the ever-changing financial industry, it’s important that I continue to broaden my knowledge and to align myself with someone of Dr. Lieberman's caliber. This will enable me to bring more value to the members of your union.


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Dr. Charles Lieberman
Chief Investment Officer
Advisors Capital Management, LLC

Dr. Charles Lieberman is Chief Economist and Investment Officer for Advisors Capital Management, L.L.C., an investment advisory firm that provides managed asset programs, consulting and marketing services for independent investment advisors, CPAs, and other financial professionals.

A graduate of M.I.T. with a bachelor's degree in economics, he earned a Ph.D. in economics from the University of Pennsylvania before beginning his career as an academic at the University of Maryland and Northwestern University. After five years in academia, Dr. Lieberman joined the Federal Reserve Bank of New York as head of its Monetary Analysis Staff. Later, at Morgan Stanley and Shearson Lehman Brothers, he focused on the debt and equity markets respectively. In 1986, he joined Manufacturer's Hanover Securities Corp. as chief economist and head of research and retained that position through the subsequent mergers with Chemical Bank and Chase Manhattan. During his nearly 12 years with these banks, he worked intensively with the trading desks and clients and sat on the Bank's Markets Committee, which was responsible for funding, interest rate and currency risk management. He also traveled extensively consulting with senior government officials and portfolio managers of some of the largest financial institutions in the world.

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