About This Group
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.
Join GroupChair: Stephen Mayrose, CFA,CFP
Vice Chair: Andrew King, CFA
Immediate Past Chair: Ravi Chandran, CFA
Join the CFANY PRIVATE WEALTH MANAGEMENT GROUP on LinkedIn.
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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
Sep
11
Private Wealth Management Group Meeting
September 11 @ 6:00 PM - 7:30 PM
Oct
16
Private Wealth Management Group Meeting
October 16 @ 6:00 PM - 7:30 PM
Nov
13
Private Wealth Management Group Meeting
November 13 @ 6:00 PM - 7:30 PM
Dec
11
Private Wealth Management Group Meeting
December 11 @ 6:00 PM - 7:30 PM