Marty Fridson
Marty Fridson, Chief Investment Officer of Lehmann Livian Fridson Advisors and Editor of the Forbes/Fridson Income Securities Investor newsletter, is widely recognized as one of Wall Street’s most insightful analysts and has been described by Investment Dealers’ Digest as “perhaps the most well-known figure in the high-yield world.” Over his career, he has pioneered innovative approaches to credit analysis, high-yield bonds, and investment strategy at leading firms including Salomon Brothers, Morgan Stanley, and Merrill Lynch, where he was voted the #1 high-yield bond strategist for nine consecutive years in Institutional Investor’s All-America Research survey. In addition to his professional achievements, Fridson is a respected thought leader whose writings focus on political economy, investments, and the history of financial markets, and he has authored several influential books on finance. He has also served in leadership roles as President of the Fixed Income Analysts Society, Governor of the Association for Investment Management and Research (now CFA Institute), and Director of the New York Society of Security Analysts.
Marty Fridson Professional Experience / Academic History
Professional Experience
-
Chief Investment Officer
-
Global Credit Strategist
-
Chief High Yield Strategist
-
Principal
-
Vice President
Academic History
-
M.B.A.
-
B.A., History
FORBES/FRIDSON INCOME SECURITIES INVESTOR
Forbes/Fridson Income Securities Investor is a leading newsletter dedicated to income investing, offering expert advice on bonds, convertibles, preferred stocks, and hybrid securities.
Each issue delivers nine meticulously researched recommendations designed to balance high income generation with principal protection, alongside timely updates on past picks and in-depth analysis of market conditions and investment outlooks.
CAREER HIGHGLIGHTS
Marty Fridson has built a distinguished career in corporate bond trading, securities analysis, investment strategy, and portfolio management, and is widely regarded as one of the foremost authorities in the high-yield bond market.
He has consulted for the Federal Reserve Board of Governors and served as Special Assistant to the Director for Deferred Compensation in New York City’s Office of Management and Budget.
A sought-after educator, he has lectured at top business schools including Harvard, Columbia, MIT, Wharton, Dartmouth, Georgetown, and NYU, as well as the Amsterdam Institute of Finance.
His expertise has been featured in Forbes, Barron’s, Yahoo! Finance, Financial Times, and MoneyShow, as well as in professional publications such as Financial Analysts Journal and the Journal of Portfolio Management.
RECOGNITIONS
Fridson’s contributions to finance have earned him numerous accolades. In 2000, he became the youngest inductee into the Fixed Income Analysts Society Hall of Fame, the same year Green Magazine named his book Financial Statement Analysis “one of the most useful investment books ever.”
In 2002, he was honored as Financial Executive of the Year by the Financial Management Association International. Institutional Investor hailed him as “The Dean of High Yield,” while a study of finance journals ranked him among the top ten most published authors in finance (1990–2001).
In 2017, he received the Ben Graham Award from CFA Society New York. Barron’s has praised him as a trusted authority, stating, “No one brings more insight or a better reputation for integrity to the junk-bond market than Marty Fridson.”