MICHAEL LIVIAN, CFA

CEO & Founder

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

Bio

SAGAR SHAH, CFA

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
Meet Our Team

We are a dynamic group of professionals with diverse and complementary backgrounds dedicated to the financial success of our clients. We especially pride ourselves on our responsiveness to our clients needs and requests.

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
James Wood.jpg

JAMES WOOD

Client Service Associate

I support trading, reporting and client relationship management

Bio
Please Click Below for Important Disclosures and a Customer Relationship Summary:
-  Form CRS (Customer Relationship Summary)
-  Form ADV (Brochure)

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