Chief Investment Officer, Lehman Livian Fridson Advisors

I'm the Chief Investment Officer of Lehmann Livian Fridson Advisors. I have been defined “perhaps the most well-known figure in the high yield world,” according to Investment Dealers’ Digest. I received a B.A. cum laude in history from Harvard College and my M.B.A. from Harvard Business School. I served 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. The Financial Management Association International named me the Financial Executive of the Year in 2002. In 2000, I became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. A study based on 16 core journals ranked me among the ten most widely published authors in finance in the period 1990-2001. In 2013 I served as Special Assistant to the Director for Deferred Compensation, Office of Management and the Budget, The City of New York. In 2000, The Green Magazine called my book "Financial Statement Analysis “one of the most useful investment books ever.” The Boston Globe said my 2006 book, Unwarranted Intrusions: "The Case Against Government Intervention in the Marketplace", should be short-listed for best business book of the decade.

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