At XA Investments, we are not innovating simply to be different; we’re innovating to be better. We’re transforming the way financial advisors and their clients access alternatives by building better products with better portfolio outcomes.XA Investments LLC (XAI) is a Chicago-based investment manager founded by XMS Capital Partners in April 2016 to pursue a single goal: provide investors with access to institutional-caliber alternative investments. XAI has approximately $622 million in assets under management as of March 31, 2024.In offering quality alternatives that were previously inaccessible to the individual investor community, XAI not only challenges common views about liquidity, but allows individuals to better align themselves with the institutional approach to investing.

Windsor Advantage provides banks and credit unions with a comprehensive outsourced SBA 7(a) and USDA lending platform.Since 2010, Windsor has processed more than $2.0 billion in government guaranteed loans and currently services a portfolio in excess of $1.1 billion (as of June 30, 2018) for over 80 lenders nationwide. With more than 150 years of cumulative SBA lending experience, cutting edge technology, rigid controls and consistent processes, Windsor is uniquely qualified to assist any sized lender with implementing a thoughtful and profitable government guaranteed lending initiative.Windsor Advantage has a team of 28 professionals with offices in Chicago, Illinois; Indianapolis, Indiana and Charleston, South Carolina.In addition to the SBA 7(a) Program, Windsor is also active in the USDA lending programs, servicing a USDA loan portfolio (B&I, REAP, CF and FSA) of more than $300 million.

• 39th overall draft pick in the 2011 Major League Soccer SuperDraft by the New England Revolution; one of three Notre Dame players drafted and one of five drafted by the Revolution • Played in 100 total professional games, scoring 39 goals and 25 assists, while contributing to playoff berths 3 out of 4 years and a trip to the United Soccer Leagues championship game• Trained a pool of 400 Special Olympic athletes with intellectual disabilities in year-round training programs, in 13 different sports, competing in local, regional and state-level events • Directed and led 3-4 youth camps per summer with up to 125 youth players and 8 coaches

• Created business plan, media/marketing plan and pro forma financial statements from the ground up for a new line of business securing over $625k in investment• Managed 40+ projects while simultaneously submitting proposals to clients, highlighted by a successful security advisement mission for the Kurdistan Ambassador and two military construction projects valued at $500k and $1 million• Analyzed and created valuations, budgets and financial statements for all projects

• Identified trends in Net Charge Offs and Non-Performing Assets post recession on a local, state and national level; researched Chicago banks below $50 million in assets for M&A discussions with potential clients• Assisted senior members of the team with conducting comprehensive due diligence for mandates and pitches, including macro environment research, buyer profiles, comparable company and precedent transaction analysis and discounted cash flow and leveraged buyout modeling