Samuel A. Liebman
Founding Partner & Chairman | Wealth Advisor
Sam Liebman serves as Founding Partner and Chairman of Amplius Wealth Advisors. Prior to founding 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.
Prior to joining the investment advisory industry, Sam was a Field Agent for the U.S. Treasury Internal Revenue Service from 1966-1969 after serving in the U.S. Coast Guard as a Dangerous Cargoman.
Sam has been a decorated investment professional in the eastern Pennsylvania region his entire career, earning the deep respect of both clients and industry colleagues throughout various market cycles for his steady hand, bold and prescient advice. Sam’s strong guidance and noteworthy investment calls have helped his 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. They include advising his clients to:
– Buy long-term zero-coupon bonds during the highest interest rate (U.S. Treasuries at 16%) period in modern times in 1981-1982
– Reduce equity exposure in the late summer of 1987 before the October crash
– Reduce large cap growth and technology exposure before the dot com bubble burst in early 2000
– Reduce equity exposure and buy bear notes in August and October 2007 prior to the bear market caused by the Financial Crisis of 2008
– Buy high-quality municipal bonds in late 2008, when they were trading at levels consistent with junk bonds
– Increase exposure to both U.S. and global stocks in February & March of 2009, near the bottom of the fierce bear market
Sam was #10 on Barron’s Top Advisor ranking for the state of Pennsylvania in 2011.
Sam is a long-time Philadelphia area resident, attending Philadelphia public schools, graduating from Overbrook High School in 1962 and the Pennsylvania State University in 1965 with a BS in Accounting.
Sam has been an active supporter of the Fallen Heroes Fund/Fisher Foundation since its inception. He is trustee of Beth Sholom Congregation in Elkins Park, PA. Sam has been an active supporter of AIPAC and the ADL. He twice served as chairman of the Investment Division of the FAJA.
Sam lives with his wife, Susan, in Philadelphia. He has two children, four grandchildren and enjoys spending time with his family down the shore. Sam is an avid follower of domestic and global politics and enjoys reading history and spy thrillers.