Kimberly Ann Flynn

Managing Director

Kim serves as managing director at XA Investments, the registered funds division of XMS Capital Partners. She is responsible for all product and business development activities. Kim created the Alternative Investment Registered (AIR) Trust™ platform at XA Investments, working in partnership with independent subadvisors representing best-in-class alternative investment managers. 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 developed over 40 closed-end funds raising ~$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 (1999-2002) working in Morgan Stanley’s Investment Banking Division in their Chicago office. She earned her B.B.A. 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 earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago.

FINRA Member | SIPC Member

To review any of its brokers, you may refer to the BrokerCheck Website

© 2020 XMS Capital Partners LLC. All Rights Reserved.