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Guided by experience

As you seek to optimize your allocation to alternative investments, you’ll benefit from the specialized, hands-on experience of our leadership team and senior advisors.

Leadership

Ted Brombach

Ted Brombach

Co-CEO

John

John "Yogi" Spence

Co-CEO

Kimberly Ann Flynn

Kimberly Ann Flynn

Managing Director, Alternative Investments

Benjamin D. McCulloch

Benjamin D. McCulloch

Managing Director, General Counsel

Team

Steven Perry

Steven Perry

Vice President, Product and Business Development

Lisa Woo

Lisa Woo

Finance and Operations

Nicole Matousek

Nicole Matousek

Senior Associate

Kevin Carr

Kevin Carr

Associate

Luke Gaskill

Luke Gaskill

Analyst

Samantha Bailey

Samantha Bailey

Research Analyst

Senior advisors

David Adler

David Adler

Senior Advisor to XA Investments on Economics

Robert

Robert "Kuppy" Kuppenheimer

Senior Advisor to XA Investments on CEF Sales and Marketing

William Meyers

William Meyers

Senior Advisor to XA Investments on CEF Syndication and Product Management

Paul C. Williams

Paul C. Williams

Senior Advisor to XA Investments on Product Development

Hank Hakewill

Hank Hakewill

Senior Advisor to XA Investments on Marketing

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