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Kevin Davis, Cfp® is listed as Head of Sales & Distribution at XA Investments | Leading with Trust and Integrity | Alternative Investments at XA Investments LLC, a company with 9 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Kevin Davis, Cfp®.
Kevin Davis, Cfp® previously worked as Managing Director, Head of Sales and Distribution at Xa Investments Llc and Senior Vice President, Client Strategist at Bny Mellon Wealth Management. Kevin Davis, Cfp® studied at Trinity University.
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With 25+ years’ experience in financial services focused on the SFO, MFO and RIA marketplace, I have developed a deep understanding of the complexities UHNW Wealth Advisors and Single Family Offices face. For both traditional and alternative investments, I specialize in addressing the challenges involved with integrating investment management, custody, trading and technology. As Head of Sales & Distribution at XA Investments, I am responsible for all aspects of fund sales and distribution for the RIA, Broker Dealer and Family Office channels. XA Investments believes that the investing public can benefit from new vehicles to access a broad range of institutional-caliber alternative investment strategies and managers. I lead a team of specialists focused on educating and servicing top wealth advisors as they pursue unique and diversified alternative strategies for their clients in order to better align with an institutional approach to investing.When I’m not meeting with advisors or networking in the region, I enjoy spending time with family and friends. As a longtime Houston, Texas resident, I also enjoy supporting Houston sports teams, golf, and exercise.
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Houston, Texas, United States
XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016. XAI serves as the investment adviser for both a listed closed-end fund and an interval closed-end fund, respectively the XAI Octagon Floating Rate & Alternative Income Trust (NYSE: XFLT) and the Octagon XAI CLO.
Houston, Texas, United States
BNY Mellon Wealth Management provides the high-touch service of an investment boutique, backed by the power of a large, resource-rich global firm. Our advice is driven solely by your needs. Our Active Wealth approach is grounded in a deep understanding of who our clients are, and has brought us the success we care about most: highly satisfied, loyal.
Houston, Texas Area
Fidelity Family Office Services has a dedicated and exclusive focus on the ultra wealthy community and a deep understanding of their sophisticated needs. We provide custody, brokerage, investment, and reporting services to single family offices, wealthy families, and the advisors who support them.
Houston, Texas Area
Salient offers a suite of strategies focused on real assets, comprised of master limited partnerships (MLPs), real estate, and tactical alternatives.
Houston, Texas Area
We are an independent asset management firm focused on bringing liquid alternative investment strategies to the Investment Advisor and RIA Community in a regulated ‘40 Act mutual fund construct.
Other employees you can reach at xainvestments.com. View company contacts for 9 employees →
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Kevin Davis, Cfp® works for XA Investments LLC.
Kevin Davis, Cfp® is listed as Head of Sales & Distribution at XA Investments | Leading with Trust and Integrity | Alternative Investments at XA Investments LLC.
Kevin Davis, Cfp® is based in Houston, Texas, United States while working with XA Investments LLC.
Kevin Davis, Cfp® has worked for Xa Investments Llc, Bny Mellon Wealth Management, Fidelity Investments, Salient, and Orinda Asset Management.
Kevin Davis, Cfp®'s colleagues at XA Investments LLC include Lauren Hering, Tùng Vũ Hồng, and Luke Becker.
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Kevin Davis, Cfp® studied at Trinity University.
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