| Name | Title | Contact Details |
|---|---|---|
Whitney Lewis |
Chief Compliance Officer And Deputy General Counsel | Profile |
Two Bear Capital invests in founders with breakthrough ideas to solve urgent, complex problems by harnessing life sciences and technology.
CoSource Financial Group is a Lafayette, LA-based company in the Financial Services sector.
Canby Financial Advisors is a Framingham, MA-based company in the Financial Services sector.
Sloan Wealth Management is a Dallas, TX-based company in the Financial Services sector.
XA Investments LLC (“XAI”) is a Chicago-based firm founded by XMS Capital Partners, LLC, (“XMS”) in April, 2016. The XAI leadership team believes that investors need better access to a broader range of alternative investment strategies and managers. To provide investors with institutional-caliber investment expertise, XAI partners with established alternative asset managers selected from elite alternative credit managers, hedge fund managers and private debt and equity firms. Our proprietary Alternative Registered Trust (ART)™ platform represents a differentiated approach to alternatives investing by offering institutional-caliber alternatives in vehicles that are specifically tailored to meet the needs of financial advisors and their clients. XMS Capital Partners, established in 2006, is a global, independent financial services firm providing investment banking, asset management and merchant banking services to clients. It has offices in Chicago, Boston, London and Dublin.