About This Group
Chair: Stephen Mayrose, CFA,CFP
Vice Chair: Andrew King, CFA
Vice Chair: Michael Reuben, CFA, CAIA, CFP(R)
Immediate Past Chair: Ravi Chandran, CFA
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.
Andrew King, CFA, is an Assistant Vice President and Private Banker in the New York office of Deutsche Asset & Wealth Management. He provides comprehensive wealth management solutions to ultra-high net-worth families, endowments and foundations. Prior to joining Deutsche Bank, Mr. King was an analyst in the Law Firm Group at the JPMorgan Private Bank. Mr. King has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society New York (CFANY) and the CFANY Sustainable Investing Committee. Mr. King holds a B.A. in economics from Gettysburg College.Upcoming Events & Meetings
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.
Continuing our success with Alpha in the Millennial Era in January 2019, the Young Leaders Group and potentially the PWM would like to host an event geared towards helping our generation make one of the most important decisions of their financial lives, choosing the right advisor.
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.
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.
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.
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.
Investors today are facing a challenging road ahead of paltry forward-looking returns, higher volatility in asset prices, and low yields. Against this backdrop, both institutional and private wealth allocators have been on a trend in increasing the complexity of their portfolios by moving into new alternative asset categories, angling into private market opportunities, and turning to strategic partners
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.