Your investments will be managed by a unique team of experienced experts in distinct, complementary areas
MARTIN FRIDSON, CFA
Martin Fridson is the Chief Investment Officer of Lehmann Livian Fridson Advisors. He is also publisher of the Forbes/Fridson Income Securities Investor newsletter (www.isinewsletter.com). Fridson is “perhaps the most well-known figure in the high yield world,” according to Investment Dealers’ Digest. He received his B.A. cum laude in history from Harvard College and his M.B.A. from Harvard Business School. He has 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 Fridson the Financial Executive of the Year in 2002. In 2000, he became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. A study based on 16 core journals ranked Fridson among the ten most widely published authors in finance in the period 1990-2001. In 2013 Fridson 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 Fridson’s Financial Statement Analysis “one of the most useful investment books ever.” The Boston Globe said his 2006 book, Unwarranted Intrusions: The Case Against Government Intervention in the Marketplace, should be short-listed for best business book of the decade.
MICHAEL LIVIAN, CFA
Michael Livian is Chief Executive Officer of Lehmann Livian Fridson Advisors. He is the founder and CEO of Livian & Co. He has over 20 years of experience in the financial services industry. He was the Chairman of the Executive Committee and Head of Asset Management at Safdie Investment Services Corp. (subsidiary of the Swiss private bank, Banque Safdie). Prior to this position he was a Managing Director at Speed Ventures, a primary pan-European private equity/VC firm. Mr. Livian also worked as an Associate Director for Bear Stearns & Co. in New York and in Italy with a special focus on fixed income and credit derivatives. Mr. Livian holds a summa cum-laude MSc degree in Economics from the University of Milan. He has published several academic articles and books on quantitative finance, fixed income and equity valuation. He is CFA charterholder, a member of the New York Society of Security Analysts (NYSSA) and the co-chair person of the Private Wealth Management Committee at NYSSA.