top of page
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
David Shahverdi.jpg
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
Pooja Roka Headshot.jpg
Pooja Roka

Senior Wealth Associate

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

Bio
bottom of page