Mary Catherine Mortell, CFA
DIRECTOR, XA INVESTMENTS

Mary Catherine Mortell, CFA serves as Director at XA Investments, the registered fund division of XMS Capital Partners. In her National Accounts role, she is responsible for establishing and maintaining strategic relationships with key broker-dealers and institutions. Previously, Mary Catherine spent nine years with Nuveen Investments, most recently as Vice President responsible for client service and business development for Tradewinds Global Investors, Nuveen’s dedicated global equity portfolio management team. Prior to Nuveen, Mary Catherine worked at UBS Financial Services as a financial advisor with The Held Group, a team recognized by the Financial Times as a Top 400 practice. Mary Catherine has a Bachelor of Arts in Philosophy from the University of Colorado where she was in the Phi Sigma Tau National Philosophy Honor Society. Mary Catherine is a CFA Charterholder and is a member of the CFA Society in Chicago. She currently serves on the board of 100 Women in Hedge Funds and the Chicago Jesuit Academy.