Samuel A. Liebman, Partner
Sam Liebman serves as Partner of Amplius Asset Management. Prior to founding AAM and Amplius Wealth Advisors, Sam co-led The Liebman Marks Group, a boutique wealth management group within Merrill Lynch Wealth Management.
Before joining Merrill Lynch in 2007, Sam was a celebrated wealth advisor at UBS Paine Webber (1992-2007) and Prudential-Bache Securities (1969-1992), consistently ranking as a top advisor and Chairman’s Council Member.
Sam has been a decorated investment professional in the eastern Pennsylvania region for a duration of his career. Sam’s guidance and timely investment calls have helped many clients, including high net worth families, institutional retirement plans, trusts, and foundations, successfully navigate and take advantage of volatile market environments over the past 50 years.
Matthew D. Liebman, CFA®, CRPC®, CAIA®, Partner
As Partner, Matt drives the primary investment strategy and decision-making at Amplius Asset Management.
Prior to founding AAM and Amplius Wealth Advisors, Matt returned home to the Philadelphia area in 2008, where he co-led The Liebman Marks Group at Merrill Lynch for 13 years, consistently receiving firm recognition as a top advisor. Before Merrill Lynch, Matt worked in the investment management industry in New York City in a variety of roles – as a research analyst, portfolio manager, and hedge fund manager. Combined with his education and background in asset allocation theory and behavioral finance, Matt has considerable experience with high-net-worth families and provides a unique approach to guiding clients towards their financial goals.
Matt is a CFA® Charterholder, Chartered Retirement Planning Counselor (CRPC®), and Chartered Alternative Investment Analyst (CAIA®).
Matt earned a BBA from Emory University’s Goizueta Business School as a dual major in business and political science with concentrations in finance and new venture consulting.
Matt is a Member of the New York Society of Security Analysts, Philadelphia Society of Security Analysts, CFA Institute, and the CAIA Institute. He serves on the boards of the Anti-Defamation League and the Alumni Board of Emory University’s Goizueta Business School.
Aaron Marks, Partner
As Partner, Aaron drives the strategic direction, vision, and growth initiatives for Amplius Asset Management. Prior to co-founding AAM and Amplius Wealth Advisors, Aaron was a decorated wealth advisor at Merrill Lynch for 10 years, and most recently co-led The Liebman Marks Group. While at Merrill Lynch, Aaron focused on a holistic wealth planning and investment process for a select number of individual investors.
Aaron grew up in the Philadelphia suburbs, attending Abington High School before earning a bachelor’s degree in finance at The University of Pittsburgh.
Patrick J. Swift, CFP®, Partner
As Partner, Patrick oversees the strategic efforts, marketing, and growth initiatives for Amplius Asset Management, with a specific focus on behavioral investing. Prior to founding AAM and Amplius Wealth Advisors, Patrick was a wealth advisor at Merrill Lynch in the Philadelphia region for five years. Before Merrill Lynch, he began his career with Karr Barth Associates in Bala Cynwyd, PA.
Patrick grew up in the northern suburbs of New Jersey, attending Randolph High School before moving to Philadelphia to earn a bachelor’s degree as a dual major in both finance and marketing at Drexel University’s LeBow College of Business.