Andrew Kligerman is a seasoned insurance and financial services professional with over 30 years of experience in the industry. As a former managing director at Credit Suisse, UBS Investment Bank, and Bear Stearns & Co., Andrew has worked with corporate clients in various fields, including financial services, investment management, venture capital, and private equity, and provided valuable investment advice to technology start-ups. Andrew has also played a significant role in Equity research as an analyst and strategist in the insurance sector, earning him a place on the Institutional Investor All-America Research Team for 12 straight years.

He holds an MBA in Finance and Marketing from Columbia Business School and a BS in Biology from Tulane University. Andrew is known for his expertise in equity research coverage on North American life insurance and multiline companies, and his leadership within the financial services sector as the financial services sector head at UBS, where he managed a team of 30+ research analysts.