Kimberly Ann Flynn, Cfa

Kimberly Ann Flynn, Cfa Email and Phone Number

President at XA Investments LLC | Alternative Investments and Interval Fund Subject Matter Expert | Harvard Business School | University of Notre Dame | @ XA Investments LLC
Kimberly Ann Flynn, Cfa's Location
Greater Chicago Area, United States, United States
Kimberly Ann Flynn, Cfa's Contact Details

Kimberly Ann Flynn, Cfa work email

Kimberly Ann Flynn, Cfa personal email

About Kimberly Ann Flynn, Cfa

Kimberly Ann Flynn is the founder and President of XA Investments. She is responsible for all product and business development activities. Kim manages the firm’s proprietary fund platform and consulting practice. Kim has developed an expertise in closed-end fund and interval fund product development and is a frequent contributor to media and industry events on topics including interval funds, alternative investments, and London-listed investment companies. Kim has earned the CFA designation and is a member of the CFA Institute and CFA Society Chicago. She is also Series 7, 63, and 24 licensed.Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group. In her 11 years at Nuveen, she helped develop over 40 closed-end funds, raising approximately $13 billion in capital. In her leadership role at Nuveen, Kim was responsible for asset-raising activities through the development of new, traditional, and alternative investment funds, including CEFs, ETFs, UITs, and commodity pools.Kim received her MBA degree from Harvard University, where she was a William J. Carey scholar and President of the HBS Volunteers. Before attending Harvard Business School, Kim spent three years working in Morgan Stanley's Investment Banking Division (1999-2002) in their Chicago office. She earned her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999 where she was a valedictorian candidate, Rhodes Scholar finalist, and the first recipient of the Paul F. Conway Award, given to a senior in the Department of Finance who embodies Notre Dame's tradition of excellence and who enriches the ideals of the university. Kim is the secretary of the Chicago Symphony Orchestra’s Women’s Board. Kim serves on the Notre Dame Wall Street leadership committee. She also serves on the finance committee of the University Club of Chicago and on the advisory board of Youth Guidance’s Becoming A Man program. She is an active member of the University Club of Chicago and the Harvard Club of New York City, where she conducts regular business. Kim and her family - husband, Leo; son, Teddy; and daughter, Rose - live in Lincoln Park.Specialties: Interval Funds, Tender Offer Funds, Permanent Capital Vehicles, Private Markets, Alternative Investments, Product Structuring, New Product Development, Fund Conversions, Product Management, Research, Analysis, Financial Product Marketing, Closed-End Funds, Structured Products

Kimberly Ann Flynn, Cfa's Current Company Details
XA Investments LLC

Xa Investments Llc

View
President at XA Investments LLC | Alternative Investments and Interval Fund Subject Matter Expert | Harvard Business School | University of Notre Dame |
Kimberly Ann Flynn, Cfa Work Experience Details
  • Xa Investments Llc
    President
    Xa Investments Llc Apr 2024 - Present
    Chicago, Illinois, Us
  • Xa Investments Llc
    Managing Director, Alternative Investments
    Xa Investments Llc Mar 2016 - Apr 2024
    Chicago, Illinois, Us
  • Nuveen Investments
    Senior Vice President, Head Of Product Development
    Nuveen Investments Jan 2013 - Mar 2016
    New York, Ny, Us
    Responsible for development of various new investment funds including closed-end funds (CEFs), unit investment trusts (UITs), commodity pools, business development companies (BDCs) and private real estate investment trusts (REITs).
  • Nuveen Investments
    Vice President
    Nuveen Investments Aug 2009 - Jan 2013
    New York, Ny, Us
    New Product Development
  • Nuveen Investments
    Assistant Vice President
    Nuveen Investments Feb 2007 - Jul 2009
    New York, Ny, Us
    New Product DevelopmentGlobal Structured Products Group
  • Nuveen Investments
    Associate
    Nuveen Investments Jul 2004 - Feb 2007
    New York, Ny, Us
  • Capital Group
    Summer Associate
    Capital Group Jun 2003 - Aug 2003
    Los Angeles, Ca, Us
    Research Analyst covering the Toy Industry - Mattel, Hasbro, LeapFrog and Toys R Us
  • Morgan Stanley
    Investment Banking Analyst
    Morgan Stanley Jul 1999 - Feb 2002
    New York, Ny, Us
    Corporate Finance DepartmentChicago Office

Kimberly Ann Flynn, Cfa Skills

Investments Portfolio Management Alternative Investments Asset Management Corporate Finance Financial Services Investment Management Mutual Funds Investment Banking Series 63 Series 7 Management Equities Fixed Income Hedge Funds Asset Allocation Analysis Separately Managed Accounts Product Management Product Development Executive Management Marketing Accounting Fundraising Series 24 Commodity Pools

Kimberly Ann Flynn, Cfa Education Details

  • Harvard Business School
    Harvard Business School
    Finance And Marketing
  • University Of Notre Dame
    University Of Notre Dame
    Finance And Business Economics
  • Edmond North High School
    Edmond North High School
    High School
  • University Of Chicago
    University Of Chicago
    Executive Continuing Education

Frequently Asked Questions about Kimberly Ann Flynn, Cfa

What company does Kimberly Ann Flynn, Cfa work for?

Kimberly Ann Flynn, Cfa works for Xa Investments Llc

What is Kimberly Ann Flynn, Cfa's role at the current company?

Kimberly Ann Flynn, Cfa's current role is President at XA Investments LLC | Alternative Investments and Interval Fund Subject Matter Expert | Harvard Business School | University of Notre Dame |.

What is Kimberly Ann Flynn, Cfa's email address?

Kimberly Ann Flynn, Cfa's email address is ki****@****een.com

What is Kimberly Ann Flynn, Cfa's direct phone number?

Kimberly Ann Flynn, Cfa's direct phone number is +177349*****

What schools did Kimberly Ann Flynn, Cfa attend?

Kimberly Ann Flynn, Cfa attended Harvard Business School, University Of Notre Dame, Edmond North High School, University Of Chicago.

What are some of Kimberly Ann Flynn, Cfa's interests?

Kimberly Ann Flynn, Cfa has interest in Alternative Investments, National Parks, Chicago Botanic Garden, One Acre Fund, Protecting Wildlife, New Product Development, See 4+see Less, Education, Snow Skiing, Process Management.

What skills is Kimberly Ann Flynn, Cfa known for?

Kimberly Ann Flynn, Cfa has skills like Investments, Portfolio Management, Alternative Investments, Asset Management, Corporate Finance, Financial Services, Investment Management, Mutual Funds, Investment Banking, Series 63, Series 7, Management.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.