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

CEO & Founder

MICHAEL LIVIAN, CFA

Bio

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

Equity Portfolio Manager

SAGAR SHAH, CFA

Bio

I run the firm's operations and compliance

Operations Manager

ROSA ROMAN

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.

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

CIO (LLFA)

MARTIN FRIDSON, CFA

Bio

I develop business for the firm in New York and Florida

SVP Business Development

PERLA GLANZBERG

Bio
James Wood.jpg

I support trading, reporting and client relationship management

Client Service Associate

JAMES WOOD

Bio
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