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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. 

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David Shahverdi

Equity Portfolio Manager

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

Rosa Roman

Operations Manager

I run the firm's operations and compliance

Martin Fridson, CFA


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

Perla Glanzberg

SVP Business Development

I develop business for the firm in New York and Florida

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Pooja Roka

Senior Wealth Associate

Responsible for client relationship management, financial planning, and trading.

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