Bob “Kuppy” Kuppenheimer serves as a senior advisor to XA Investments, the registered funds division of XMS Capital Partners. Bob is an independent consultant serving asset managers who are developing products for distribution into the retail channel. Previously, he spent 40 years at Nuveen Investments in various sales and marketing positions, including managing director of distribution development.

Bob received a Bachelor of Business in finance from Nichols College in Dudley, Massachusetts. He now serves on the Nichols College board of trustees and has established the Robert B. Kuppenheimer scholarship.