Steven Perry

Product & Business Development

Steven Perry is an Associate at XA Investments focused on product and business development. Steven has worked previously consulting lenders across the country in the government guarantee lending space at Windsor Advantage. Under his management, he oversaw a portfolio of more than 1100 loans totaling over $1.3B. Also, Steven was responsible for building the Portfolio Management and Construction Management Departments at Windsor Advantage. Previously, he played five years of professional soccer, taking him many places, including Boston, Finland and North Carolina.

Steven received his B.B.A. in Finance from the University of Notre Dame. While at Notre Dame, Steven was a unanimous All Big East First Team Selection as well as a First Team Academic All America. In 2011, he was drafted by the New England Revolution in the third round of the Major League Soccer SuperDraft.
Screen reader support enabled.




Steven Perry is an Associate at XA Investments focused on product and business development. Steven has worked previously consulting lenders across the country in the government guarantee lending space at Windsor Advantage. Under his management, he oversaw a portfolio of more than 1100 loans totaling over $1.3B. Also, Steven was responsible for building the Portfolio Management and Construction Management Departments at Windsor Advantage. Previously, he played five years of professional soccer, taking him many places, including Boston, Finland and North Carolina.

Steven received his B.B.A. in Finance from the University of Notre Dame. While at Notre Dame, Steven was a unanimous All Big East First Team Selection as well as a First Team Academic All America. In 2011, he was drafted by the New England Revolution in the third round of the Major League Soccer SuperDraft.
3 collaborators have joined the document.

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.