Paul Dunn is a Senior Advisor to XA Investments on Sales and Distribution. Paul has four decades of leadership experience with several industry trailblazing firms. Most recently he served as Executive Vice President of Bluerock Capital Markets and was part of the leadership team that introduced two interval funds to the marketplace: the Bluerock Total Income+ Real Estate Fund and the Bluerock High Income Institutional Credit Fund focusing on CLO debt. While at Bluerock, Paul led the wholesaling team and managed key business functions including compliance, operations, third-party wholesaling relationships, and capital planning. Mr. Dunn also has RIA, family office, and wirehouse sales experience.

Prior to joining Bluerock, Paul served in various leadership roles at asset management firms including First Allied Wealth, SEI Investments and NTS Corporation, as well as being President of Southland Trust Company, a Dallas based bank.

At SEI Investments, he spent seven years planning and implementing the launch of one of the industry’s first TAMP offering, resulting in $76 billion in capital commitments. Paul helped shift SEI’s reputation as one of the nation’s two largest pension consultants into a credible sponsor of investment products for the public.

In the early part of his career, Paul was a law enforcement executive in Boston, MA and Tucson, AZ. He earned his B.A. from Brown University and his J.D. from Suffolk University School of Law. He is based in Orange County, CA.