About Vest

Our Firm

Dedicated to bringing more certainty to investors

Most investments today target speculative returns, with uncertain levels of risk, over an uncertain period. While opportunistic, this approach to investing brings a degree of uncertainty. Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, Vest created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time.

 

These leading-edge investments were first introduced to the market in 2013 with Vest’s flagship Buffer Protect Strategy. Today, Vest manages $26.0 Billion assets and supervises $4.5 Billion of non-discretionary assets in Target Outcome Investments*. 

*As of March 31, 2024.

 

Our Leadership Team

Renowned experts in Target Outcome Investing

Karan Sood

Karan Sood

CEO
Jeff Chang

Jeff Chang

President
Steve Neamtz

Steve Neamtz

Managing Director, Head of Strategic Business Development
Jeremy Sperlazza

Jeremy Sperlazza

Chief Compliance Officer, Chief Legal Officer
Joanne Hill

Joanne Hill

Chief Advisor for Research and Strategy
Linda Werner

Linda Werner

CMO & Managing Director, Head of Marketing
Howard Rubin

Howard Rubin

Managing Director, Head of Portfolio Management
Trevor Lack

Trevor Lack

Managing Director, Portfolio Management
Christopher Lee

Christopher Lee

Managing Director, Head of Product Management
Michael Capizzi

Michael Capizzi

Managing Director, Business Development
Matt McFarland

Matt McFarland

Senior Vice President, Capital Markets
Rishi Rajan

Rishi Rajan

Senior Vice President, Product Development
Christopher Mortimer

Christopher Mortimer

Managing Director, Business Development
Kevin Sullivan

Kevin Sullivan

Senior Vice President, National Accounts
Patrick Corcoran

Patrick Corcoran

Senior Vice President, Portfolio Management
Scott Hanson

Scott Hanson

Senior Vice President, Portfolio Management
8350 Broad St.
Suite 240
McLean, VA 22102-5150
(855) 979-6060 info@vestfin.com Linkedin link

Solutions

Insurance Retirement

Strategies

Target Buffer Target Growth Target Income Target Risk

Tools

Buffer Protect Strategy Caps Buffer Protect Strategy Intraperiod Pricing Tool Buffer Protect Strategy Scenario Analyzer

Products

ETFs
Target Buffer Target Income Target 2-Year Rate Target 10-Year Rate
Insurance Funds
Target 10% Buffer Target 20% Buffer
Mutual Funds
Target Bitcoin Volatility Target 10% Buffer Target 20% Buffer Target Income
Retirement Funds
Target 10% Buffer Target 20% Buffer Target Conservative 20 Buffer Target Moderate 20 Buffer
UITs

About us

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Vest Financial LLC ("Vest") is registered with the U.S. Securities and Exchange Commission ("SEC") as an Investment Advisor. Registration does not imply a certain level of skill or training. The information on this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where Vest is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

*Usage of these logos does not imply an endorsement.

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All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing. Options have specific investor risks. The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. Vest does not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use.

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