Jason Klauk

Jason J. Klauk is a Portfolio Manager at Leavell Investment Management, Inc. in Birmingham, Alabama, having joined the firm in September 2024. At Leavell, he is responsible for portfolio management with a specific focus on equities, bringing extensive expertise in identifying and managing publicly traded equity investments for a diverse client base.

Prior to joining Leavell, Jason was most recently a portfolio manager specializing in publicly traded insurance companies at Millennium Management (Numerus Partners LLC), a multi-strategy hedge fund. Before that, he served as an equity analyst at GMT Capital, a $3 billion long/short hedge fund, where he focused on generating new equity investments across multiple sectors. His earlier career includes roles in hedge funds, investment banking, and advisory positions at Evercore ISI and FBR Capital Markets, providing him a broad analytical foundation across capital markets and asset classes.

Jason holds both bachelor's and master's degrees in finance from the University of Florida. Throughout his career, he has developed deep sector experience in public equities, particularly within the insurance and financial services sectors, and has contributed to significant investment decisions at major hedge funds and asset management firms. He is recognized for his analytical rigor and ability to navigate complex equity markets.