Team XO Investments
Our employees’ skills and know-how are the key to our success.
Our team is made up of asset managers, senior advisors, family office and trust specialists, retirement plan specialists, investment managers, risk managers, compliance managers, IT managers and management assistants, all of whom have honed their respective trades throughout years spent working in the field.
Our employees’ skills are the key to our success.
Employees who work with clients
Whether asset managers, wealth advisory specialists, family office and trust specialists, pension fund specialists, investment managers, risk managers, compliance managers, IT managers or management assistants, our team is made up of professionals with many years’ experience in their respective fields.
