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Meet Our Team

At Livian & Co, our dynamic team of highly credentialled and experienced professionals is committed to providing honest and personalized financial advice to ensure our clients' financial success.

Michael Livian, CFA

CEO & Founder

I'm the founder and CEO of Livian & Co. 

Bio
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David Shahverdi

Equity Portfolio Manager

I manage the firm's equity portfolio, strategy, and research

Bio
Rosa Roman

Operations Manager

I run the firm's operations and compliance

Bio
Martin Fridson, CFA

CIO (LLFA)

I'm the co-founder and CIO of Lehman Livian Fridson Advisors

Bio
Perla Glanzberg

SVP Business Development

I develop business for the firm in New York and Florida

Bio
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Joseph Gallo

CSA/JR. TRADER

I support trading, reporting and client relationship management

Bio
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