Private Wealth Management Group
Chair: Ravi Chandran, CFA
Vice Chair: Stephen Mayrose, CFA
Immediate Past Chair: Michael Livian, CFA
The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients.
The Group welcomes CFANY members who manage assets for individuals and for themselves. Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFANY. Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership. We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.
The Group pursues collaboration with other CFANY groups in programming, especially with the Value Investing and Market Integrity Interest Groups. The group encourages its members to participate in other activities at CFANY, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.
CFANY Group Networking
Join the CFANY Private Wealth Management Group on LinkedIn.
NOTE: Group discussion forums are for the sole purpose of facilitating communication among members. Please do not use them to promote your own products, services, or business including publications, websites, and blogs.
The views expressed by the members of the LinkedIn Groups do not necessarily represent or reflect the views of CFANY.
Upcoming Meetings and Events
Leaders
Michael Livian, CFA, is the founder and CEO of the money management firm Livian & Co. and its affiliate Lehmann Livian Fridson Advisors. 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 a CFA charterholder, a member of the CFA Society New York (CFANY) and the co-chairperson of the Private Wealth Management Committee at CFANY. Mr. Livian lives in New York with his wife and three children.
Ravi Chandran, CFA, is an Investment Management Specialist for the Wells Fargo Private Bank where he delivers comprehensive, custom, and diversified portfolio management for clients of The Private Bank. Ravi is also one of the co-chairs of New York Society of Securities Analysts? Private Wealth Management Thought Leadership Group. Ravi is a CFA Charterholder and received a Bachelors of Arts from New York University and a Master of Business Administration from Fordham University.
Stephen Mayrose, CFA, is a Financial Advisor and Portfolio Manager with Morgan Stanley Wealth Management. Upon graduation from the University of Delaware in 1998, he began his career in the financial services industry with PaineWebber, which ultimately became UBS Financial Services. He joined Morgan Stanley in November of 2013, seeking to leverage the firm’s extensive scope in wealth management, particularly in the alternative investment space. Steve’s focus is on building a comprehensive and unique financial plan for each client, and working with them through the inevitable changes in their own lives, as well as changes in the economic, market, and political landscapes. He attained his CFA Charter in 2010, which helps him to collaborate directly with strategists and analysts within Morgan Stanley, as well as the firm’s external partners. Steve is a member of the CFA Society New York, where he currently serves as Co-Chairman of the Private Wealth Management Committee. He holds FINRA Series 7 and 66 licenses, as well as life and health insurance licenses. Steve and his wife, Colleen, reside in Colts Neck, New Jersey, with their three children.