Profile
Mr. Adam Klauber, CFA MBA, is Co-Group Head of Financial Services & Technology at William Blair & Co. LLC.
He joined the firm in 2011 and focuses on financial analytic service providers, insurance brokers, and property-and-casualty insurance.
Mr. Klauber was previously employed as Head of US Banks Research by Macquarie Securities (USA), Inc., Head of Research by Fox-Pitt Kelton Cochran Caronia Waller LLC, a Principal by BMO Nesbitt Burns Corp., a Principal by Duff & Phelps LLC (New York), and a Principal by Federal Deposit Insurance Corp.
In 1998, Mr. Klauber was a founder of Cochrane Caronia Waller, a Chicago-based insurance boutique.
He holds a B.S.
in business administration from Indiana University and an M.B.A.
in finance from Loyola University.
Adam Klauber active positions
Companies | Position | Start |
---|---|---|
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Analyst-Equity | 2010-12-31 |
Former positions of Adam Klauber
Companies | Position | End |
---|---|---|
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Director of Research - Equity | 2010-05-18 |
Fox-Pitt Kelton Cochran Caronia Waller LLC
Fox-Pitt Kelton Cochran Caronia Waller LLC Investment Banks/BrokersFinance Founded in 2007, Fox-Pitt Kelton Cochran Caronia Waller LLC is a broker/dealer located in New York City, with additional offices in Chicago, West Hartford, Connecticut, London, San Francisco, Boston, Hong Kong and Tokyo. The firm is a subsidiary of Macquarie Group Ltd. (MCQEF.PK). They focus on the global financial services industry, particularly on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. | Director of Research - Equity | 2009-11-29 |
Cochran Caronia Waller
Cochran Caronia Waller Investment Banks/BrokersFinance Cochran Caronia Waller is a full-service, independent investment banking firm specializing in the property-casualty, life and health industries and related businesses. Cochran provides unbiased information and analysis to the institutional investing community regarding the insurance and health industries and related companies. They provide active equity research coverage on more than 50 insurance and health-related companies, as well as sector-specific and industry trend research. They are located in Chicago. | Director of Research - Equity | 2007-05-21 |
BMO Nesbitt Burns Corp.
BMO Nesbitt Burns Corp. Financial ConglomeratesFinance Part of Bank of Montreal, BMO Nesbitt Burns Corp. provides fund management services. The private company is based in Chicago, IL. | Corporate Officer/Principal | - |
Kroll LLC
Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Adam Klauber
Indiana University | Undergraduate Degree |
Loyola University Maryland, Inc. | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Cochran Caronia Waller
Cochran Caronia Waller Investment Banks/BrokersFinance Cochran Caronia Waller is a full-service, independent investment banking firm specializing in the property-casualty, life and health industries and related businesses. Cochran provides unbiased information and analysis to the institutional investing community regarding the insurance and health industries and related companies. They provide active equity research coverage on more than 50 insurance and health-related companies, as well as sector-specific and industry trend research. They are located in Chicago. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
Kroll LLC
Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Finance |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Finance |
Federal Deposit Insurance Corp.
Federal Deposit Insurance Corp. Multi-Line InsuranceFinance Federal Deposit Insurance Corp. operates as an independent insurance agency. It offers insuring deposits, examining and supervising financial institutions for safety and soundness and consumer protection, making large and complex financial institutions resolvable, and managing receiverships. The company was founded in 1933 and is headquartered in Washington, DC. | Finance |
Fox-Pitt Kelton Cochran Caronia Waller LLC
Fox-Pitt Kelton Cochran Caronia Waller LLC Investment Banks/BrokersFinance Founded in 2007, Fox-Pitt Kelton Cochran Caronia Waller LLC is a broker/dealer located in New York City, with additional offices in Chicago, West Hartford, Connecticut, London, San Francisco, Boston, Hong Kong and Tokyo. The firm is a subsidiary of Macquarie Group Ltd. (MCQEF.PK). They focus on the global financial services industry, particularly on the insurance, banking and related sectors. Their fundamental, company-specific research is supported by a rigorous approach to valuation. | Finance |
BMO Nesbitt Burns Corp.
BMO Nesbitt Burns Corp. Financial ConglomeratesFinance Part of Bank of Montreal, BMO Nesbitt Burns Corp. provides fund management services. The private company is based in Chicago, IL. | Finance |
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