Michael Livian is the sole advisor at Livian & Co. in New York, NY, holding the CFA® designation and Series 66 license with six years of industry experience. He has led Livian & Co. since 2010. Livian is also the managing member of another SEC-registered investment adviser, Lehmann Livian Fridson Advisors, LLC. Livian & Co. primarily serves high-net-worth investors, offering discretionary and non-discretionary portfolio management, investment consulting, and advisory services for pooled investment vehicles and private funds. The firm’s investment approach integrates a top-down macro perspective with fundamental and technical security selection, employs multiple model portfolios, and uses strategies such as listed options and tactical hedging to manage risk.

Perla Glanzberg is a financial advisor at Livian & Co. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Livian & Co. since 2014. Livian & Co. provides discretionary portfolio management and investment consulting primarily to high-net-worth individuals, trusts, corporations, and pooled investment vehicles. The firm employs a combined top-down macroeconomic analysis with fundamental and technical security selection, offering multiple model portfolios that include a range of asset types and tactical strategies.