Private Wealth Management Thought Leadership Group

Immediate Past Chair: Janet Mangano
Co-Chair: Michael Livian, CFA
Co-Chair: Ravi Chandran, CFA
Vice Chair: Maria Shtrapenina, 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 NYSSA 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 NYSSA.  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 NYSSA groups in programming, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at NYSSA, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.  

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NYSSA Thought Leadership Group Networking

LinkedIn
Join the NYSSA 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 NYSSA.


Upcoming Meetings and Events

Factor Driven Investing

Thursday March 9 5:30 PM - 8:00 PM • NYSSA Conference Center

Program Overview The benefits, risks and additional issues pertaining to factor investing. Description Discussion regarding the issues surrounding factor driven investin...

Private Wealth Management

Leaders

Janet Mangano has held senior positions as Director of Research, Equity Analyst, and Portfolio Manager. She has worked at some of the industry’s most important firms, including Merrill Lynch and Smith Barney. Most recently, she served as Senior Investment Advisor at PNC Wealth in Morristown, NJ, managing assets for affluent individuals and charitable trusts.Janet began her career as a Fundamental Research Associate at Smith Barney, Harris Upham & Co. She transitioned from a career in academic research at Duke University into securities research on Wall Street. Janet moved to the buy-side as an equity research analyst at Midlantic Bank (acquired by PNC) and became a portfolio manager at Merrill Lynch Asset Management. In addition to her portfolio management responsibilities, she also developed presentations on benchmarking and designed investment policy and procedure. With the Trust Director of Investments, she created an automated investment review to effectively oversee all accounts on a monthly basis. A New Jersey native, Janet lives in Short Hills.

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 New York Society of Security Analysts (NYSSA) and the co-chairperson of the Private Wealth Management Committee at NYSSA. 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.

Maria Shtrapenina, CFA, is Director, Portfolio Management at TAG Associates LLC, a leading multi-client family office and portfolio management services firm with more than $8 billion of assets under management. Maria is responsible for analyzing and recommending publicly-traded equity and fixed-income strategies and is a member of TAG's Investment Committee. Prior to joining TAG, Maria spent over eight years at Asset Alliance Corporation, most recently as Director, Research and Investments, focusing on manager research and due diligence across various strategies and asset classes. Prior to Asset Alliance, Maria was at Deutsche Bank where she performed risk management and monitoring functions for Deutsche Bank's managed account platform. Prior to Deutsche Bank, she was an auditor at the Financial Services division of KPMG LLP. Maria received her B.A in Accounting and Management from Hartwick College. She was awarded her CFA charter in 2006 and holds FINRA Series 7, 63, and 65 licenses.

  
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