Senior Advisor to XA Investments on Product Development
Paul Williams serves as a senior advisor to XA Investments, the registered funds division of XMS Capital Partners. Paul serves as a consultant providing independent advice to asset managers and investment product distributors focused on the individual investor market. He established his advisory practice in 2016, following a distinguished career of 25 years at Nuveen Investments. As a municipal finance investment banker and then a managing director, Paul helped Nuveen become the industry leader.
As an innovator, problem-solver and thought leader, Paul is credited with several major product design innovations and first-time offerings in the closed-end fund market and the municipal market. He has published articles in industry journals and conducted numerous seminar presentations. Paul received his bachelor’s degree from the Wharton School of the University of Pennsylvania and completed the Advanced Management Program at the Harvard Business School.