Michael Livian
Michael Livian is the Founder, Chief Executive Officer and Portfolio Manager at Livian & Co., a modern wealth and investment management firm. He also serves as the CEO of Lehmann, Livian, Fridson Advisors, an investment adviser based in New York City. Livian has over 27 years of experience in the financial services industry, specializing in wealth management, portfolio management, asset allocation, equity research, and fixed income analysis. He was the Chairman of the Executive Committee and Head of Asset Management at Safdie Investment Services, a subsidiary of the Swiss private bank, Banque Safdie. He has also published several academic articles and books on quantitative finance, fixed income and equity valuation.
Michael Livian Professional Experience / Academic History
Professional Experience
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Chief Executive Officer
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Founder, CEO, and Portfolio Manager
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Associate Director
Academic History
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Executive Program, Finance and Financial Management Services
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M.Sc., Economics
AFFILIATIONS
CFA Charterholder
Co-Chairperson, Private Wealth Management Committee, NYSSA
EARLY CAREER
Livian was Managing Director at Speed Ventures, a primary pan-European private equity and VC firm.
He was an Associate Director for Bear Stearns in New York and Italy with special focus on fixed income and credit derivatives.