Cary M. Klivan
Director of Tax & Accounting
New York, NY
Cary joined BBR Partners in 2009 and is the Director of Tax & Accounting. Cary oversees the firm’s capital and operating budget, financial reporting and coordination with outside auditors. Cary has a deep understanding of fund operational risk and is a member of the team responsible for developing a framework for assessing operational risk among BBR’s portfolio managers. Cary is also a member of BBR’s Compliance Committee.
Prior to joining BBR, Cary was a Managing Director responsible for U.S. operations of Amber Partner, a company that provides operational consulting and certification to hedge funds. Prior to that, he was head of HSBC Securities Services, Bermuda. Cary started his career as an auditor with Price Waterhouse specializing in investment companies. He has also worked for the Bank of Bermuda (which was acquired by HSBC), Goldman Sachs and Chase Manhattan Bank.
Cary holds a BBA with Distinction from the Baruch College of the City University of New York. He is also a Certified Public Accountant in the State of New York.
Cary enjoys traveling with his wife, Pamela, and three daughters. His daughters were each adopted from Russia, and Cary and Pamela maintain active involvement in the international adoption community.