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Kevin Davis

Sales & Distribution

Kevin Davis is a Managing Director and Head of Sales & Distribution at XA Investments. He is responsible for all aspects of fund sales and distribution and leads the XA Investments team efforts for the RIA, Broker Dealer and Family Office channels. He has more than 25 years of experience in financial services focusing on the RIA, MFO and SFO marketplace in areas including investment management, custody, trading, and technology.

Prior to joining XA Investments, Kevin was a Senior Vice President, Client Strategist for BNY Mellon. There he led a team of specialists assisting family offices and the advisors that support them to identify, analyze and execute investment management mandates, wealth planning, philanthropic initiatives, and special financing engagements. Prior to joining BNY Mellon, he was Vice President, Business Development at Fidelity Family Office Services. Kevin also served as a Divisional Director, Head of RIA and Bank Trust Division for Salient Partners. He led a national team of sales professionals distributing real asset, alternative income, and uncorrelated return strategies within mutual fund, SMA, private fund and hedge fund formats to the SFO, MFO and RIA marketplace.

Kevin possesses a broad knowledge of investment products including traditional and alternative investment strategies. Throughout his career, Kevin has worked with various 1940 Act fund structures including closed-end funds, private funds, unit investment trusts (UITs), and managed futures investments.

Kevin earned a Bachelor of Arts degree from Trinity University and holds various industry specific certifications including the CFP® designation. He also holds FINRA Series 7 and 63 licenses. Kevin resides with his wife and two children in Houston, TX.

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