Michael Livian

Michael Livian, CFA, CEPA is the founder and CEO of Livian & Co., an innovative wealth management boutique catering to the needs of business owners and professionals.

He has over 27 years of experience in a wide range of positions in the financial services industry. He was an Executive Director and Head of Asset Management at Safdie Investment Services Corp. (subsidiary of the Swiss private bank, Banque Safdie), Managing Director at Speed Ventures (a primary pan-European private equity/VC fund), and he 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.

He holds a summa cum-laude MSc degree in Economics from the Catholic University of Milan. He published several academic articles and books on quantitative finance, fixed income, and equity valuation. He is a Chartered Financial Analyst Charter holder and a Certified Exit Planning Advisor.